OakWealth

07/05/2022

Like flowers lining a footpath on a sunny day, we can sometimes take for granted the love and dedication we receive from our mothers. Whether it's being there for us through the tough times, cheering us on at a Saturday game or simply a warm hug on a cold day, there's truly nothing like a mother's love!

From our family to yours, we wish mums everywhere a wonderful Mother's Day.

25/04/2022

On this day, we remember and commemorate the lives of Australians and New Zealanders who fought in conflicts across the world, from the founding of the ANZACs during the First World War to the modern day. Their sacrifices are a solemn reminder that we should strive for a world free of war, and instead for one of unity and reconciliation.

Lest we forget.

25/06/2019

Are you ready for ? A good strategy to reduce tax payable is normally to accelerate any income tax deductions into the current income year as this will reduce your overall taxable income in the current year. Wondering what types of deductions you can claim? Register your interest on this form and we will email you a list of common claims made by individuals: https://forms.gle/Q1QqYSz48DE3ABTQ9

14/06/2019

"For us, seeing a financial adviser was not only about planning for the future, but also about having the confidence that we had a plan in place and were going to be okay. It wasn’t just about making a budget to make our money last, it was also about giving ourselves permission to spend the money we had budgeted to get the most out of our adventure."

Meet Tristan, Cindy and Harper. Over the past few years, we have been working with them to achieve their goal of taking a gap year from work and visiting all 50 US states. They've recently returned to Aussie soil and are on our blog sharing a bit about their amazing adventure and how speaking with us and making a financial plan helped them get there!

Do you have an unusual goal? Perhaps you would like to do more travel but aren't sure whether you can afford it? Or are you hoping to cut back on your day job so you can focus on a side hustle? Book in a review and share with us your wildest dreams. You only live once so let's talk about how we can help you make them happen!

We are Tristan, Cindy and Harper – a little family of three who recently returned from the adventure of a lifetime thanks in no small part to the OakWealth tea

31/05/2019

Our Office Assistant, Harrison, has finally sent through some photos from his study tour in China. Study has definitely changed from when we were in university!

14/05/2019

We always enjoy our visits to Heathmont College and getting to work with their enthusiastic students on developing a strong foundation in finances and saving!

08/01/2019

Happy New Year! We are officially back on deck at OakWealth HQ and excited to work with you to reach your goals for 2019. See you soon!

(Here’s a little snap of the view from our home for the holidays on the Great Ocean Road.)

17/12/2018

Yihsing’s annual Christmas message will be arriving in your inbox shortly. Check back here throughout the week to see video messages from the whole team!