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Empowering Everyday Australians with Tailored Financial Solutions and Expert Guidance

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About OakView Financial

When it comes to securing your financial future, you need expert guidance from professionals who understand your unique needs. At our financial planning firm, we specialise in providing tailored strategies that help everyday Australians achieve their goals - whether you're single, have a young family, or nearing retirement.

Our approach is simple: we take the time to explain why, how, and when, so you can make informed decisions about your financial future. We understand that you lead a busy life and don't always have time to think about wealth accumulation, planning for retirement, super consolidation or personal insurance. That's why we're always available to provide personalised advice that's relevant to your current and future circumstances.

As trusted financial planners, we nurture long-term relationships with our clients, built on trust and transparency. Our focus is on delivering tailored strategies that are designed to help you achieve your unique goals, whether that's buying your first home, investing in property, or planning for retirement. So why wait? Get in touch with us today and start securing your financial future.

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Our Process: OakView Wealth Cycle

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.

  • 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)

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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.

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