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Our Services

Services

Wealth Creation & Preservation

Wealth Creation & Preservation

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True wealth creation is not a gamble. We do the research to develop an investment plan specifically for you, which will fast track to your goals without the unnecessary risks.

 

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Accounting & Tax

Accounting & Tax Planning

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Effective and integrated financial strategies make a real difference in creating long-term wealth.  That is why we also offer an in-house team of accounting and tax experts.

 

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Retirement Planning

Retirement Planning

 

Nobody wants to see their retirement fund run out. We formulate a plan to allow you to achieve your retirement goals while ensuring your savings last the distance.

 

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Superannuation & SMSF

Superannuation & SMSF

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When utilised properly, the superannuation structure can be a tax effective long-term investment vehicle. We show you how to make it work effectively for you.

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Estate Planning: Leave Your Legacy

Estate Planning

 

We work in concert with a trusted network of specialist estate planning lawyers to develop your estate plan and ensure your legacy is properly protected.

 

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Centrelink & Pension Strategies

Centrelink & Pension Strategies

 

2 of three retirees rely on the Aged Pension for income during retirement. We minimise the stress of dealing with Centrelink so you can focus on enjoying retirement!

 

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Drive Down Debt: Debt Management

Debt Management

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Driving down “bad” debt is only one part of the equation. Using our strategies, we help you recycle your “bad” debt into “good” debt so you can create long-term wealth.   

 

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Cover Against Crisis: Income & Asset Protection

Cover Against Crisis

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We help you look out for you and your loved ones by putting safeguards in place to shield you in the event of accidents, illness, disability or death. 

 

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Redundancy Planning

Redundancy Planning

 

Nobody likes the “redundancy” word when it comes to working. Has life thrown you a curveball? We can show you how this could be the beginning of a really good thing.

 

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Our Programs

Programs

Wealth by Choice

WEALTH BY CHOICE™

 

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Budgeting, understanding your spending patterns and developing good money habits – we work with you to build solid footings for your wealth journey 

 

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Financially Free by Choice

FINANCIALLY FREE BY CHOICE™  

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We help you navigate your financial challenges, strike a balance between work, family and lifestyle demands and empower you to live the life you choose. 

 

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A Golden Retirement by Choice

A GOLDEN RETIREMENT
BY 
CHOICE™ 

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We explore your dreams for retirement and design a roadmap that puts you firmly in the driver’s seat for the retirement you deserve.   

 

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CONTACT US

Head Office: 

T 111

793 Burke Road

Camberwell  VIC  3124

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By appointment, we can also meet with you via virtual options like Zoom, Microsoft Teams 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

MEMBERSHIPS

OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd (AFSL 230323)

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THE BLOG

ARE YOU READY TO START?

Family

Ready to start your journey to
wealth and abundance? 

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Contact us to book your
complimentary consultation.

Copyright © 2021 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) are Authorised Representatives of Consultum Financial Advisers Pty Ltd (ABN: 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. 

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