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Oracle Financial Planning Pty Ltd
       
 
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Oracle Financial Planning Pty Ltd
 
 
Mission statement: 

It is now and will always be about the client and their lifestyle, the strategy we put in place together today  will focus on and be designed to ensure that at the very least Todays lifestyle is maintained whilst ensuring  their retirement is something to look forward to
Overview: 

The team at Oracle FP has in excess of 20 years’ experience, which translated allows each and every one of our clients the peace of mind in knowing that as they carry on with their every day lifestyle, being Family and friends, there is working hard in the background a strategy in place to create and achieve the goals mapped out. This might be knocking the mortgage for six or having the funds required to make sure a well deserved and relaxing retirement is there to look forward to.


By taking this first step, you are to be congratulated. By taking this important first step we at Oracle FP will be working alongside you, partnering with you to help build your portfolio of assets, assisting you to reduce debt whilst ensuring you are using your tax dollars to assist in creating wealth for you and your family’s future. From our initial first meeting right the way through to the collaboration with many of our chosen partners, Oracle FP offers you the client an unparalleled easy to understand experience of end to end solutions which will take you right the way through to the financial security you desire and most importantly can trust.

Our commitment to you is that we bring together under the Oracle FP umbrella the right people and organisations to partner with to help you achieve your goals. This also helps we ensure best practise at all times. Oracle FP does not exist without you, the client and therefore the key to our success and ultimately yours, once we have fully understood your individual needs, is that our superior knowledge of investment strategies and professional expertise ensure that your goals are not only achieved but exceeded. Together we will help you reach your fullest financial potential, minimise your Tax, reduce your debt with the ultimate goal to increase your wealth.

At Oracle FP we are client focused at all times, flexible in our approach, approachable throughout and will endeavour to ensure we tailor every service we put in place to suit you, the client. Because it is about you not us and fitting everything we do around your individual needs is where we start and where we continue to be along the journey, your journey.

We sincerely hope that you, like all of our clients did at the beginning, select Oracle FP as the vehicle you use for your own individual financial security.


 
 
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