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

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.

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Accounting & Tax Planning

Accounting & Tax Planning

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.

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Retirement Planning

Retirement Planning

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.

 

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Superannuation & SMSF

Superannuation & SMSF

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.

 

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Leave Your Legacy: Estate Planning

Estate Planning

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.

 

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More Services

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. 

 

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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.

 

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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.

Testimonials

We believe that OakWealth's strength is in their approach to their clients and making them feel comfortable and confident in their decisions. To be friendly and professional is not always an easy mix, but we have found their interaction with us to be genuine and very helpful.


OakWealth offer an efficient, highly professional service to assist with all aspects of financial planning in an atmosphere of understanding for each individual's needs and aspirations.

P. Locke

Yihsing possesses the most important ingredient of all - (he is) trustworthy.

F. McKeogh

Yihsing - I retired "young" thanks to your financial management!

R. Connel

We are very happy with our experience with OakWealth. Yihsing has always given us sound advice about all matters, we would recommend him to everyone.

B. Innes

 

CONTACT US

Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au

MEMBERSHIPS

OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)

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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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