Poor research resulted in many investors losing their life savings during the Global Financial Crisis. A few years ago, John and Mary* came to us for advice, having lost $500,000 after investing in unlisted property funds. During the GFC, that loss crystalised when the funds froze and had to be wound up. This led John and Mary's retirement plan astray, leaving a considerable gap in their retirement funding strategy and only $150,000 to live on.  

 

John and Mary were no longer able to source additional income and their confidence was shattered as a result of the experience. So, using what they had left, we researched and developed alternative strategies which fit their conservative risk appetite but which would allow John and Mary to rebuild and not have to compromise on their plans for retirement.  

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Despite the markets plummeting more than 40% during the GFC, we are proud that our dedication to effective research and planning helped shield our clients from the worst effects. On average, our clients' portfolios were only set back approximately 10% and quickly rebounded as the markets recovered.*

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At OakWealth, we appreciate that different people have different risk appetites and are seeking different investment experiences. That is why we take pride in providing a completely tailor-made service which is based on each individual client's preferences, needs and goals.