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    CONTACT US

    Head Office: Suite G.01

    313 Canterbury Road

    Canterbury  VIC  3126

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    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. 

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    (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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    THE BLOG

    ATO audits continuing to target lifestyle assets

    February 21, 2020

    Our 2019 End of Year Client Seminar

    November 29, 2019

    Super guarantee opt-out for high income earners now law

    November 18, 2019

    "Outrageous" deductions rejected by the ATO

    September 16, 2019

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    ARE YOU READY TO START?

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    Ready to start your journey to
    wealth and abundance? 

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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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    Terms and Conditions | General Advice Warning | Privacy Policy

    ATO audits continuing to target lifestyle assets

    February 21, 2020

    Our 2019 End of Year Client Seminar

    November 29, 2019

    Super guarantee opt-out for high income earners now law

    November 18, 2019

    "Outrageous" deductions rejected by the ATO

    September 16, 2019

    ATO to put brakes on dodgy car claims

    August 21, 2019

    ATO's Lifestyle Assets Data Matching Program

    July 29, 2019

    Tax Alert: ATO targeting false laundry claims

    July 22, 2019

    EOFY Alert: Tax saving strategies prior to 1 July 2019

    June 21, 2019

    EOFY Small Business Alert: New rules for immediate write-offs

    June 19, 2019

    Smart Super Strategies for EOFY 2019

    June 14, 2019

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    Recent Posts

    A New Home for OakWealth

    October 15, 2018

    Welcome to the OakWealth Blog on Money and All Things Wealth

    September 26, 2016

    There is sufficient random rambling on the web today to last us generations! So when the idea of a blog was mooted, we wanted it to be one driven by o...

    Our 2019 End of Year Client Seminar

    November 29, 2019

    1/7
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    Featured Posts
    Getting to Know OakWealth

    Introducing… Steven Koo, Office Assistant

    July 21, 2018

     

    This month we welcomed Steven Koo as a member of our Office Assistant team. While many of you may already have met Steven over the years, we are pleased to be able to finally officially welcome him to the fold!

    If you haven't already put two and two together, Steven is an original OakWealth acorn - he is the elder son of Yihsing and Hwan San. However, while both his parents are numbers people, Steven is more of a science guy. This year, he commenced studying the Bachelor of Biomedicine at the University of Melbourne and is looking forward to embarking on a career in medicine or research down the track.

     

    That's at least six years from now though... Right now, Steven is enjoying settling into university life and all it has to offer. Outside of study, tutoring and work, he spends his downtime relaxing with friends, playing saxophone (and a bit of piano) and listening to anything from Jazz to K-Pop.

     

    While travel isn't one of his core passions, Steven is interested in travelling to Japan one day. The future researcher in him is intrigued by the innovation coming out of the country and is looking forward to immersing within the melting pot of personalities that make up the country's interesting population.

     

    We asked Steven to tell us one thing that most people may not know about him and he told us that he has recently been learning about K-Pop dance art, recommending the activity as a rigorous but fun form of exercise. A future scientist with some dance moves!

     

    As an Office Assistant, Steven is one of our operations wizards here at OakWealth ensuring the broader team is well supported in what they do for you. While his tasks vary from day to day depending on office demands, his role purpose remains the same - to provide high quality administrative and operational support so that the office can function smoothly and efficiently.

     

    We are excited to have Steven on board. He has been a great 'behind the scenes' help over the years and it is wonderful that he is now officially part of the OakWealth team.

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