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When you engage OakWealth, you automatically qualify for the OakWealth™ Service Promise, which comprises our service pledge to you along five dimensions:

Technical Excellence

Thorough research to optimise your financial situation.

Quality

Advice

Strict compliance standards for your protection

Availability

Prompt response, with all calls returned within 1 business day.

Communication

Effective articulation of financial concepts and strategies.

Fee for

Service

No commissions.

Click on the left or right arrows to learn more about each of our service pledges.

Effective articulation of financial concepts and strategies.

Effective articulation of financial concepts and strategies.

Service Promise

CONTACT US

Head Office: 

T 111

793 Burke Road

Camberwell  VIC  3124

By appointment, we can also meet with you via virtual options like Zoom, Microsoft Teams 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 Consultum Financial Advisers Pty Ltd (AFSL 230323)

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Family

Ready to start your journey to
wealth and abundance? 

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complimentary consultation.

Copyright © 2021 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) are Authorised Representatives of Consultum Financial Advisers Pty Ltd (ABN: 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. 

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