Financial Planning and Advice

Oakwood’s aim is to work together with you to develop a financial strategy that is personal to your needs and provides you with the financial security and stability you desire. We strive to help you create and protect your wealth, so you can achieve your personal financial goals. It is about making the most of your wealth and ensuring that your financial plan leaves you with no regrets in life.

Oakwood Financial Group is a one stop lifestyle financial advisory business encompassing a broad package of investment and wealth creation strategies. We offer personal financial planning advice for people at all stages of their lives, from wealth creation through to retirement planning.

Oakwood Financial believe that Financial Planning is helping people achieve their lifestyle goals. We provide financial advice on a fee for service basis and strive to achieve a high quality experience for all clients with emphasis on professional and specific advice for each client, and their unique needs and objectives.

Financial Services Guide (FSG)

We can assist you in the following:

Portfolio Management & Wealth Accumulation

  • Managed Funds
  • Margin Loans / Gearing Strategies
  • Direct Shares
  • Fixed Interest
  • Superannuation
  • Investment Property Strategies

Risk Management

  • Life Insurance
  • Income Protection
  • Total and Permanent Disablement
  • Trauma / Critical Illness
  • Business Expense
  • Cover within Superannuation
  • Key Person Insurance

Retirement & Superannuation Planning

  • Rollover & Contribution Strategies
  •  Investment Structuring
  • Income Streaming (Market Linked & Annuities)
Cashflow Management

  • Debt Management
  • Budgeting
  • Income & Tax Planning
  • Salary Sacrificing/Packaging
Self Managed Super Funds

  • Setup & Deed Advice
  • Insurance & Estate Planning
  • Portfolio Management
Estate Planning

  • Wills
  • Powers of Attorney
  • Trusts

Centrelink Planning

Disablement Planning

Centrelink Planning

Disablement Planning

Corporate Superannuation

Redundancy Planning

The following services are provided through our strategic alliances

Legal Advice

  • Legal Advice
  • Testamentary Trusts
  • Conveyancing – Commercial & Residential


  • Motor Vehicle Lease and Hire Purchase
  • Rental Finance
  • General Equipment Finance