WEALTH BY CHOICE™

 

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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Wealth by Choice

FINANCIALLY FREE BY CHOICE™  

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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Financially Free by Choice

A GOLDEN RETIREMENT
BY 
CHOICE™ 

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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A Golden Retirement by Choice
 

Services

 

Wealth Creation & Preservation

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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Wealth Creation & Preservation

Accounting & Tax Planning

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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Accounting & Tax

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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Retirement Planning

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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Centrelink & Pension Strategies

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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Estate Planning: Leave Your Legacy

Superannuation & SMSF

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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Superannuation & SMSF

Cover Against Crisis

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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Cover Against Crisis: Income & Asset Protection

Debt Management

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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Drive Down Debt: Debt Management

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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Redundancy Planning

Programs

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

MEMBERSHIPS

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

ARE YOU READY TO START?

Ready to start your journey to
wealth and abundance? 

Contact us to book your
complimentary consultation.

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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