VERONIKA GLOVER

MEET

Financial Adviser (AR 130 8959)

ABOUT

Originally from Sweden, Veronika moved to Australia at the age of 19 to escape the cold. Veronika brings a wealth of experience from her diverse background in events management, international business, and finance, where she developed strong organisational and interpersonal skills. These have assisted her in evolving into a successful financial adviser with strong, well-rounded knowledge and skills needed to help her clients.

Veronika holds a double degree in International Business and Event Management, as well as a postgraduate diploma in Financial Planning.

Throughout her career, Veronika has worked with a diverse group of clients, from young professionals saving for the future to retirees seeking financial security. Her holistic approach to financial planning considers not only the numbers, but also each client’s personal goals, values, and aspirations. By understanding her clients’ unique needs, Veronika creates tailored financial plans that help them achieve peace of mind and long-term financial success.

Beyond her professional aspirations, Veronika enjoys traveling, being outdoors, and staying active, all of which reflect her energetic and approachable personality. Her dedication to both her career and personal interests highlights her approach to life and work, underscoring her versatility and commitment.

Veronika Glover Corporate Headshot

CREDENTIALS

  • Graduate Diploma of Financial Planning (GradDipFinPlan)

  • Bachelor of International Business, Majoring in International Business, BBus(IntlBus)

  • Bachelor of Business, Majoring in Event Management BBus (EventMgt)

Our Services

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Superannuation Advice

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

Superannuation Advice
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Insurance Advice

Expert guidance for your peace of mind and financial security

Insurance Advice
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Investment Advice

Expert investment advice to secure your financial future

Investment Advice
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Retirement Planning

Expert retirement planning advice and strategies

Retirement Planning
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Wealth Protection Advice

Expert wealth protection advice for long-term financial stability

Wealth Protection
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Debt Management

Take control of your finances: Effective debt management strategies

Debt Management
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Client Testimonials

  • 5 Stars

    “"Michele was absolutely awesome to talk to and very patient in helping me with my budget."

    David, H.

  • 5 Stars

    “Friendly staff and transparency is key for good communication."

    Karl, W.

  • 5 Stars

    I absolutely recommend Oakview for anyone needing financial or super advice and management.”

    Sharon, M.

  • 5 Stars

    “OakView Financial are amazing, they are always very helpful and knowledgeable.”

    Krista, M.

  • 5 Stars

    "This group is excellent. Easy to contact, responsive, always polite and professional."

    Ben, M.

  • 5 Stars

    "Since being with OakView, the staff have been very helpful and friendly. Helping me get to my financial goals."

    Adrian, J.

  • 5 Stars

    "Great service with their annual check in which keeps me up to speed on my super and insurances."

    Deanne, W.

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

Contact Us Form