Quality

Advice

Strict compliance standards for your protection

Availability

Prompt response, with all calls returned within 24 hours.

Communication

Effective articulation of financial concepts and strategies.

Fee for

Service

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

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

Technical Excellence

Thorough research to optimise your financial situation.

Effective articulation of financial concepts and strategies.

Effective articulation of financial concepts and strategies.

No commissions.

 

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)

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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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