A New Home for OakWealth

We are thrilled to let you know that the OakWealth team will be moving its headquarters to Canterbury over the coming week.

We are very excited about this move as we think the new space ticks all the boxes! The new rooms are located in a purpose-built office building, offers fresh new professional meeting spaces, ramp access, and ample two-hour parking in the vicinity. For added convenience, we will be located on the Belgrave and Lilydale PTV lines. Importantly, you are observing us “walk the talk”, undertaking this change to maintain sustainable overheads at a time of soaring costs in the industry.

Please note our new address. Meetings at this location will be available from Monday 29th October:

Suite G.01, Ground Floor 313 Canterbury Road Canterbury VIC 3126

Our telephone, fax number and email addresses remain unchanged

For those familiar with Canterbury, the building is within a stone’s throw of bustling Maling Road.

A Choice of Meeting Venues

Our alternate serviced office meeting venues will continue to be available. In addition to these, many clients are now opting to meet with us online. OakWealth supports the use of technology where these achieve quality client outcomes. If preferred, we are always happy to trial meeting with you using these facilities. However, we invite you to check out the new meeting facilities in Canterbury. We think you will be delighted!

Thank you for your continued support and patience as we settle into the new space over the coming week. We look forward to welcoming you in Canterbury.

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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


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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