"A year from now you may wish you had started today."
— Karen Lamb
You can count on our financial planning expertise, as we work in harmony with you to achieve the financial goals that you set. We understand that your financial goals are unique so our team will work directly with you to create a custom-tailored financial plan that will provide a foundation for you to build and preserve wealth for you and your family.
We offer comprehensive advisory services to families and individuals across Australia, so whether you're in the process of building your wealth, or if you're near or already in retirement, the team at Oakwood Wealth Management can make financial planning more manageable.
Our services are provided by a professional designated adviser that will work diligently for you and your family. We pride ourselves in building and nurturing long term client relationships based on a client-centric service model that focuses on personal interaction, individual attention, professionalism, and integrity. We're based in Melbourne's south-east suburb of Chadstone and serve clients throughout the area and many surrounding suburbs including Carnegie, Oakleigh and Toorak, alongside all of Victoria.
We look at all aspects of your personal and financial life.
We can give you clarity and confidence about your life in retirement.
Getting quality investment advice is the cornerstone to building long term wealth.
Tailored advice to ensure your tax strategies are working for you.
Maximise the potential of your super and make the most of your nest egg.
Insurance is essential to achieving and maintaining financial security.
Managing cashflow and reducing debt are critical steps towards financial freedom.
Deliver peace of mind for yourself and for your loved ones.
The path to financial confidence starts with your complimentary initial consultation with our financial adviser. Your free one hour consultation can be held in one of our many offices across Melbourne or through Skype or over the phone, its completely up to you. It’s an opportunity for you to ask questions about our experience, qualifications, testimonials and talk informally about your goals and ambitions aswell as giving you the chance to get to know the adviser.
If at the initial meeting we both agree there is a sound basis to proceed we will outline the scope of our advice and our fees. A Fee Engagement will be provided to you for your agreement before any advice is provided. No fee will be charged without your prior approval in writing.
Once our service enagement has been agreed on your Financial Adviser will then go away and perform in depth research and analysis in order to formulate suitable strategies that will allow you to achieve all your desired financial goals and objectives.
The end result will be a personalised Financial Plan that will be clearly outlined in your Statement of Advice.
Start getting the support you need and book a consultation with one of our team members today. Call us on (03) 9562 4567 or make an enquiry via email at admin@oakwoodwealth.com.au and one of our staff will get back to you as soon as possible.
There is no 'cookie cutter' financial planning template - every client has different needs and goals. We aim to simplify the customer experience by providing you with the products and services that help you, eliminating the need to navigate complicated 'one size fits all' plans and pricing structures.
Our commitment is to provide ongoing advice and management of your strategy, including regular performance reporting, communication about investment markets and maintenance of your investment portfolio and insurance coverage to ensure that your strategy remains relevant and on track.
Inspiring our company, clients and community towards a better and smarter financial financial future.
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Oakwood Wealth Management welcomes your enquiry. To book an appointment or simply ask us a question fill in your details and we'll be in touch soon!
9am-6pm AEST/AEDT, Monday to Saturday