WHAT WE DO

Oakwood works with their clients to achieve personal goals and objectives in a way that makes everyone feel comfortable. Our clients are involved with their financial affairs and have ownership of the process and results.

WE LOOK AT YOUR AFFAIRS FROM THE FOLLOWING KEY CONCEPTS:

PLAN

PROTECT

INVEST

LIVE

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The first step of the process is to define your goals and objectives (financial and other), then set a course of action to achieve these.

Once you have your plan defined you need to ensure that you are protected in the event that something happens that could prevent you from achieving your goals and objectives.

We tailor an investment portfolio to your financial and lifestyle requirements, enabling us to get the investment mix right and ensure the delivery of income and growth.

The aim of a successful financial plan is to allow you to go and enjoy the lifestyle you have targeted for yourself and your family.

 

HOW WE WORK & SERVICES WE OFFER

At Oakwood, we understand differing needs depending on your circumstances. We have clients all over Australia and New Zealand offering a virtual financial adviser service. If meeting online doesn’t suit you, we’d be more than happy to welcome you to our office in Belrose on the Sydney’s Northern Beaches.

DEBT MANAGEMENT

SUPERANNUATION

RETIREMENT PLANNING

WEALTH ACCUMULATION

FINANCIAL INDEPENDENCE

 

THE PROCESS

 
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INITIAL CONVERSATION

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COLLECTION OF INFORMATION

Financial Consultation

INITIAL ADVICE

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MEETING

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IMPLEMENTATION

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ONGOING REVIEW & MANAGEMENT