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Oakwood Financial Group Pty Ltd

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Oakwood Financial Group Pty Ltd

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Oakwood’s aim is to work together with you to develop a financial strategy that is personal to your needs and provides you with the financial security and stability you desire. We strive to help you create and protect your wealth, so you can achieve your personal financial goals. It is about making the most of your wealth and ensuring that your financial plan leaves you with no regrets in life.

Oakwood Financial Group is a one stop lifestyle financial advisory business encompassing a broad package of investment and wealth creation strategies. We offer personal financial planning advice for people at all stages of their lives, from wealth creation through to retirement planning.

Oakwood Financial believe that Financial Planning is helping people achieve their lifestyle goals. We provide financial advice on a fee for service basis and strive to achieve a high quality experience for all clients with emphasis on professional and specific advice for each client, and their unique needs and objectives.
   Managed Funds
   Margin Loans / Gearing Strategies
   Direct Shares
   Fixed Interest
   Superannuation
   Investment Property Strategies

Risk Management

   Life Insurance
   Income Protection
   Total and Permanent Disablement
   Trauma / Critical Illness
   Business Expense
   Cover within Superannuation
   Key Person Insurance

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