In the hustle bustle of life, it is values that ground us. At OakWealth, operating from our place of truth is what we strive for every day. We call this “Doing things the OakWealth Way”. Our core values:

Honesty and Integrity

Speaking openly, taking responsibility, inspiring integrity and leading by example.

Respect | Relationship | Connect

Being present, prioritising people and relationships, being warm, polite and courteous.


Being the best we can be and making a wonderful difference, celebrating successes and enjoying the journey.

Energy | Creativity | Can Do

Continuously innovating and improving, keeping it simple, and going the extra mile.

Safe and Secure

Being prepared, reducing waste, taking time, having a Plan B, always learning, and always growing.

Next: Read about our Service Promise.



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 |


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


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



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