Holistic Financial Planning

At Oakwood Wealth Management we understand the value of creating a holistic customised plan that is tailored to your unique financial goals. Your portfolio is only one piece of the puzzle, we help you make sense of the other important issues that life can throw at you to design and implement a life plan that will help to get you where you want to go.

Together, we will develop a holistic financial plan customised for your life that let you live more confidently today and tomorrow.

All though we are based in Melbourne we service clients in any part of Australia so get in touch to find out how we can help you achieve your financial goals and objectives.

Our Holistic Financial Planning service includes a comprehensive financial plan providing optimization strategies covering all of the following areas:

Cash flow and debt management including allocation of projected surpluses
Tax planning, including strategy development for salary sacrificing, contribution splitting and investment management
Retirement planning
Investment planning: strategy and review
Risk management and insurance (sufficiency of risk coverage plus review of product options)
Estate planning including tax planning at death and review of wills and powers of attorney
Capital needs and special commitments: education funding, business interests, second property purchase, charitable gifts, etc.

After completing the plan, we:

Develop a detailed time sensitive Action Plan (what should be done, by whom, by what date, for what financial result) and
Assist with ongoing implementation of Action Plan to the extent agreed upon by you

Start getting the support you need and book a consultation with one of our team members today. Call us on (03) 9562 4567 or make an enquiry via email at admin@oakwoodwealth.com.au and one of our staff will get back to you as soon as possible.

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