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Our Values

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.

Our Values
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