PRUDENCE BENSON

MEET

Chief of Staff

ABOUT

Prudence is an accomplished Manager and experienced Trainer in financial services with over 12 years of experience, 8 years within the financial services sector. Her career spans leadership, training, compliance, people, organisational culture and development. These qualities combined make her a trusted advisor to executive teams and a catalyst for cross-functional alignment.

As Chief of Staff Prudence’s expertise in training, management, quality assurance, people, culture and compliance has been instrumental in optimising office processes and streamlining operations. She has successfully managed complex projects, overseen diverse teams, and ensured adherence to regulatory requirements, demonstrating her capability to navigate the multifaceted challenges of the financial industry.

Beyond her professional achievements, Prudence is a dedicated mother of four, who enjoys training at the gym preparing her to participate in intense obstacle course events like Raw Challenge and Spartan, which she encourages the OakView team members and anyone else she can to join!

Her personal experiences have honed her ability to communicate effectively, connect with individuals, and motivate teams to achieve their goals. She is committed to fostering a culture of continuous learning and growth, with a passion for helping her team succeed.

Prudence consistently delivers high-quality results and drives success in any organisational environment. Her leadership style is characterised by empathy, strategic insight, and a relentless focus on the client experience.

Prudence Benson Corporate Headshot

CREDENTIALS

  • 12 years experience in Management, Leadership, Process Development and Training

  • 8 years within finance industry

Our Services

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Superannuation Advice

Feel confident about the road ahead with super advice tailored just for you

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Insurance Advice

Expert guidance for your peace of mind and financial security

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Investment Advice

Expert investment advice to secure your financial future

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Retirement Planning

Expert retirement planning advice and strategies

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Wealth Protection Advice

Expert wealth protection advice for long-term financial stability

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Debt Management

Take control of your finances: Effective debt management strategies

Client Testimonials

OakView Financial builds financial plans that empower our diverse range of clients. The cornerstone is the OakView Wealth Cycle.

It begins as a seedling, where no real financial investment strategy or direction is implemented. The analogy of a seedling is used because of its early state, attempting to find its roots in the ground and become something more than a seed.

Steadily, with expert tailored guidance, your financial journey can grow into a trunk and begin to branch out and bloom. Finally, it’s time to let new seeds out as you move into a retired lifestyle – referred to as seeding.

Our Process: OakView Wealth Cycle

  • No growth plan

  • No strategy

  • No direction

1

Seedling (The Beginning)


  • Superannuation

  • Insurances

2

Roots


  • Cash flow and budgeting

  • Principle place of residence (PPOR)

  • Debt reduction

  • Estate planning

3

Trunk


  • Leveraging and gearing

  • Deductable debt

  • Investments (property and shares)

  • Loan to Value / Valuation Ratio (LVR)

4

Branching Out


  • Transition to Retirement (TTR)

  • Trust structures

  • Self-managed super funds

  • Social security strategies

5

Blooming


  • Retire in style

  • Generational wealth

  • Reap the rewards

6

Seeding (The End State)

Contact Us

Take the first step towards financial peace of mind. Fill in the contact form to receive your free investment advice consultation and start your journey towards a secure financial future.

info@oakviewfinancial.com.au
1300 160 796

Suite 201/1 Short Street,
Southport, QLD 4215