Wealth management advice and services for individuals and families throughout Melbourne Victoria.
Oakwood Wealth Management are specialists in helping people create and manage wealth. Our wealth management services help many people throughout Melbourne, Victoria and Australia.
Our qualified and experienced team aim to deliver the best for you and your goals. We can help you with all life stages. You could be building your career and creating a stable financial base. Are you investing in assets to grow your wealth? Are you at the stage of fine tuning your finances for retirement in Melbourne? Wherever you are on your journey towards financial freedom, we can help you.
Are you looking for advice and useful strategies to help you retire comfortably? Our financial experts can help you develop a plan that that effectively works towards your retirement goals. We analyse your superannuation balance, cash flow, required income, tax and Centrelink position. Using this information, we then develop a Financial Plan to suit you.
Make educated decisions with your investments. Our expertise can help you understand the benefits of various investment options suited to your unique situation. We’ll also help you put in place these various investment strategies. We help clients with ongoing investment advice, portfolio re-balancing, detailed reporting and periodic review meetings.
Looking to achieve your financial goals in the most tax-effective manner possible? We can help you with tax minimisation, salary packaging plans, tax paid investments, capital gains tax management and superannuation contributions.
Do you want to refine your cash flow? Cash flow management is a crucial part of working towards your financial goals. Take the step towards financial freedom with a financial plan that helps you manage your income and debts.
Get the most of your super. We can help you consolidate your super and save on fees, identify investment options that suit your goals, setup salary sacrificing strategies and create a superannuation strategy that helps you grow your super and build up savings for your retirement.
We can help you with all facets of a self managed super funds (SMSF). A SMSF provides greater flexibility and control compared to public offer funds. Navigate the complex legal requirements and make use of the tax-effective features of an SMSF with comprehensive advice from Oakwood Wealth Management.
We’ll help you determine how much insurance you really need and protect what you have worked so hard to create. We’ll analyse your personal assets and liabilities, incorporating them into your financial plan to focus in on where you’re under or over insured. We can provide expert advice on income protection, life insurance, total and permanent (TPD) insurance, trauma insurance and business insurance.
Esteban Garzon is both the founder head financial advisor at Oakwood Wealth Management. Esteban is a qualified financial planner, holding an Advanced Diploma in Financial Planning, a Diploma in Business Management and a Cert IV in Mortgage Broking. Esteban is also SMSF (Self Managed Superannuation Fund) accredited.
Esteban uses his extensive experience to create unique financial solutions for his clients throughout Australia. His experience complements his drive to deliver an ethical financial management service alongside ongoing financial planning support that effectively works towards a client’s goals.
At Oakwood Wealth Management, your first consultation is free.
We’re dedicated to providing our clients with quality wealth management advice and services that is right for them. As part of this, your first consultation is provided at no charge. There’s no harsh pressure to proceed either. We want to make sure that we’re the right fit to help you with your financial goals.
During your free one hour consultation, you’ll get to know your advisor and how they can help you. We’ll ask you about your goals, your current financial situation, your family and your concerns.
From the initial meeting, if everything looks like a good fit, we’ll then detail the scope of our advice and fees. Before proceeding with any advice, a Fee Engagement will be provided to you to review and agree to. No feed is charged to you without your prior approval in writing.
Once the service engagement has been agreed to, we’ll then go away and perform comprehensive research and analysis to create appropriate strategies that work towards your financial goals. From this process, you’ll then be provided with a Financial Plan clearly outlined in your Statement of Advice.
Yes, Oakwood Wealth Management can provide ongoing support to you throughout your financial journey. After you receive your Financial Plan and Statement of Advice, you can visit us in the future to help you refine y our processes further. Our situation and goals can change overtime. We understand this. We aim to help all our clients with navigating the changes and complexities that life throws at us. helping them continue to work effectively towards financial freedom and their goals.
Your consultation is available in person at one of our offices in Melbourne, via Skype or over the phone. The location of our head office is Chadstone Tower 1, Level 8, 1341 Dandenong Road, Chadstone VIC 3148. We’re only 17km south-east of Melbourne’s CBD. Flying? We're a 45 minute drive from Melbourne’s domestic and international airport at Tullamarine.
9am-6pm AEST/AEDT, Monday to Saturday