A GOLDEN RETIREMENT BY CHOICE™  

Explore your dreams for retirement and design your wealth portfolio for maximum effect. We help you build a roadmap for retirement that puts you firmly in the driver’s seat. Our retirees are some of the happiest people we know. Get in touch to find out how we can help you plan a retirement that celebrates the life that you have lived. Make it a golden retirement – by choice.

 

Ready to choose to have a golden retirement? Fill in your details below and we will send a no-obligation A Golden Retirement by Choice program brochure right to your front door. Or, contact us to arrange your complimentary consultation with us and start your journey right now.

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)

FOLLOW US

  • Facebook Social Icon
  • LinkedIn Social Icon
  • Instagram-v051916

THE BLOG

ARE YOU READY TO START?

Ready to start your journey to
wealth and abundance? 

Contact us to book your
complimentary consultation.

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.

Terms and Conditions | General Advice Warning | Privacy Policy