OakWealth is proud to have achieved the FPA Professional Practice designation, that recognises our high ethical and professional standards. Click here to read more about what this means.
Our Services
OakWealth is a premium provider of financial planning services, covering a wide range of advice areas including:
Wealth Creation & Preservation
True wealth creation is not a gamble. We do the research to develop an investment plan specifically for you, which will fast track to your goals without the unnecessary risks.
Effective and integrated financial strategies make a real difference in creating long-term wealth. That is why we also offer an in-house team of accounting and tax experts.
Nobody wants to see their retirement fund run out. We formulate a plan to allow you to achieve your retirement goals while ensuring your savings last the distance.
When utilised properly, the superannuation structure can be a tax effective long-term investment vehicle. We show you how to make it work effectively for you.
We work in concert with a trusted network of specialist estate planning lawyers to develop your estate plan and ensure your legacy is properly protected.
And more...
OakWealth offers a breadth of expertise in a wide range of practice areas. Head over to 'Services' to learn how we can help you.
Our Team
Yihsing Koo
Co-Founder, Principal & Senior Adviser
Yihsing has extensive financial planning experience secured over two decades of helping keep hundreds of clients safe and secure on their wealth journey.
Hwan San Koo
Co-Founder & General Manager
Hwan San dedicated her early career to managing the financial performance of large corporations, now bringing that wealth of knowledge and expertise to OakWealth.
And more...
In addition to OakWealth's Co-Founders, our clients are supported by our accountants, associate advisers, paraplanning, mortgage broking and estate planning specialists.