We are registered with the Tax Practitioners Board (TPB) to provide tax services and advice to help you comply with your tax obligations. The accounting and tax preparation service we offer are not provided under the auspices and authority of GWM Adviser Services.

  You are best supported when your  
  accountant understands your financial  
  plan and your adviser understands  
  your tax needs.  That is why  
  OakWealth has an in-house team of  
  experts providing a 'one-stop-shop'  
  for all of your financial needs.  

Tax planning and financial planning are inseparable and it is our firm belief that you are best supported when your accountant understands your financial planning needs and your financial adviser understands your tax requirements. All too often, we hear from our clients that their accountants misundertood their financial planning strategy and caused significant additional tax payments.  

 

That is why OakWealth now provides a 'one-stop-shop' where you can get all of your finances in order without having to constantly run between your financial adviser and accountant. Our in-house team of accounting and tax experts can assist you with all of your accounting and tax requirements. We also assist to implement tax effective strategies and keep you abreast of crucial tax implications that can make a real difference to your net wealth.

 

Effective and integrated financial strategies make a real difference in creating wealth for the long term. While we are more than happy to work with your existing accountant to ensure your financial plan is tailored to meet all of your needs, we know you will appreciate the benefits of the comprehensive services our in-house team offers.

 

​*Disclaimers:

  1. Names and identifying details have been changed to protect the identity of individuals.

  2. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.  

  3. References to past performance are not an indication of future performance.

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

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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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