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.  

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.*

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.  

  Despite the markets  
  plummeting more than 40%  
  during the GFC, on average,  
  our clients' portfolios were only  
  set back approximately 10%  
  and quickly rebounded. 
 

How many times have you seen people on television lamenting that they have lost all of their money because of bad investment advice? Or how about the time you listened to your neighbour about that 'sure thing' which never eventuated?

True wealth creation is not a gamble. A fundamental step in the development of wealth creation and preservation strategies is comprehensive research. Here at OakWealth, we research and develop a disciplined investment plan specifically for you, which is designed to fast track you to your goals without taking unnecessary risks.

  We research and develop  
  a disciplined investment plan  
  specifically for you to fast  
  track you to your goals.  

 

​*Disclaimers:

  1. Names and identifying details have been changed to protect the identity of individuals.

  2. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.  

  3. References to past performance are not an indication of future performance.

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

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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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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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