Oak Financial Planning

Oak Financial Planning is a modern financial services business based in Melbourne, Australia. We believe financial advice should be an ongoing process adapted to each person’s life stage, and not a one-off transactional engagement which is then forgotten. As such, Oak Financial Planning’s vision is to be every client’s trusted financial adviser.

This requires a love of working with people, coupled with strong technical ability and an incisive understanding of each client’s individual goals. We strive to always provide an exceptional service.

Oak prides itself on having a collaborative, versatile, hard working and innovative culture and we believe this shines through in our customer service. You can expect to receive the utmost professional service, fast response times and a friendly attitude.

We recognise and reward staff frequently to ensure a job well done does not go unnoticed. We train and develop recruits to create a knowledgeable and collaborative environment.