Oxlade Financial - Independent Financial Advisers

17/07/2026

The new financial year is typically a great time to look at your financial position and the year ahead, but this year is shaping up to be more important than usual.

With changes to investment properties, superannuation contributions, negative gearing, capital gains tax and the implementation of the Div 296 Tax, now is a great time to seek financial advice & review your strategies and plan.

16/07/2026

We’re excited to welcome Sam Israel, our new Office Manager, to Oxlade Financial.

Sam brings a decade of experience in the financial planning industry, along with a strong background in client service, operations, systems, and team support.

More importantly, she brings a passionate, professional, and highly organised approach to making sure our clients feel looked after and that the details behind the scenes are handled with care.

We’re so pleased to have Sam as part of the Oxlade team, and we know our clients will benefit from the experience, professionalism, and warmth she brings to the role.

Welcome, Sam!

23/06/2026

Our six-month client review meetings provide us valuable insights into your life, your current situation, and if your goals or situation are shifting.

They also provide us the opportunity to talk about progress, and what we can do for you to ensure your goals are achieved as quickly and safely as possible.

10/06/2026

Following the Federal Budget we’ve spoken to a number of clients about investments, and what’s right for them right now.

When we review investment opportunities we start with your goals, not the opportunity, to ensure that the steps we take are always towards your end destination.

Everyone’s next move is highly dependent on your individual situation and should be carefully considered before taking action.

08/06/2026

Yesterday our team participated in the Brisbane Marathon. Together we raised over $2,200 for Diabetes Australia, a cause that’s very close to our heart. Thank you so much to those that generously supported us – it is truly appreciated.

08/06/2026

🔷 Highly Commended – Financial Planner of the Year (QLD) 🔷

Congratulations to Shannon Victor, who last week was Highly Commended for the Financial Planner of the Year (QLD) Category in the Women Empowering Wealth Awards 2026.

Shannon is absolutely excelling in her career, not just as a trusted Adviser to her clients, but as a Partner at Oxlade Financial.

This recognition is testament to Shannon’s passion, hard work and capability.

Well done Shannon – you are one of a kind.

03/06/2026

Retiring comfortably isn't just about how much you've saved; it's about making sure that your money keeps working long after you stop working.

Mark Grasso shares his top tips to help turn your savings into reliable retirement income.

Retiring comfortably isn't just about how much you've saved; it's about making sure that your money keeps working long after you stop working. Yet knowing how to invest and spend your money – without running out of it – is something far fewer people plan for.

27/05/2026

We love talking about client stories that stand out. For Shannon, it was seeing a client find greater balance in their life after we helped reduce the mental burden of their finances.

21/05/2026

When you set out for a destination in your car, you either know where you’re going or you use a GPS so you have a clear and simple path.

The same applies with your finances. Having clear goals (which we can help you define), ensures you can follow the best route to get you to your financial destination as quickly and safely as possible.

If your journey isn’t clear right now, reach out, we’ll help you find the best path to set you up for long-term financial success.

17/05/2026

Recently Mark O’Flynn spoke with Anthony Keane at The Australian to discuss the retirement savings paradox, and how the best approach to spending is one that is balanced.

You can read the full article here:

Senior Australians have mastered the art of building wealth, but many are failing at comfortably spending it.