Big Oak Financial Services

Big Oak Financial Services We specialize in personal financial advice for young families, business owners, professionals & medical experts, separated couples.

We offer guidance in education funds, asset protection, insurance, retirement, investments, superfund & estate planning.0

💙 Father's Day is just around the corner.Dads are often the first to help when family needs arise. Whether it's funding ...
01/09/2026

💙 Father's Day is just around the corner.

Dads are often the first to help when family needs arise. Whether it's funding education, helping with a home deposit, or providing financial support during challenging times.

But have you ever stopped to ask:
"Am I looking after my own future as much as I look after everyone else's?"
At Big Oak Financial Services, we help you create a plan that supports both your family today and your financial wellbeing tomorrow.

📩 Scan QR to Reach out and learn how we can help.

🚨 What happens to your business if you can’t work for 3 months?Your income might stop, but your business bills won’t. 👀R...
28/08/2026

🚨 What happens to your business if you can’t work for 3 months?

Your income might stop, but your business bills won’t. 👀

Read the post to see how Business Overhead Insurance could help keep your business running while you focus on getting better. 💼🛡️

⚠️ General advice only. Jannice Choo is an Authorised Representative (No. 404962) of Lifespan Financial Planning Pty Ltd, AFSL 229892.

Every business has a key person. 🔑But what happens if they’re suddenly out of the picture?Learn how Keyman Insurance hel...
27/08/2026

Every business has a key person. 🔑

But what happens if they’re suddenly out of the picture?

Learn how Keyman Insurance helps protect your cash flow, clients, and business continuity when it matters most.

Who’s the key person in your business? if👇

Don’t have a key person yet? Maybe it’s time to think about who that could be. Let’s talk. 💬

⚠️ General advice only. Jannice Choo is an Authorised Representative (No. 404962) of Lifespan Financial Planning Pty Ltd, AFSL 229892.

You've insured your stock. Your premises. Your equipment.But have you insured the people who actually make the business ...
25/08/2026

You've insured your stock. Your premises. Your equipment.

But have you insured the people who actually make the business run? 🤔
If you or a key partner were suddenly unable to work, would your business survive the next 6 months?
This week, we're breaking down 4 types of business insurance every business owner should know about:
🔹 Buy/Sell Insurance
🔹 Keyman Insurance
🔹 Business Overhead Insurance
🔹 Business Loan Protector Insurance

Follow along this week as we unpack each one, because building a business is hard enough without an unexpected event undoing year of work.

💬 Which one have you never heard of? Comment below.

22/08/2026

“PROTECT WHAT YOU HAVE BUILT “
That was the topic I share with franchise owners and franchisees yesterday morning at “Talk to the Franchise Specialists First” — Pathway to Owning a Franchise.

As the “Secure Its Future” segment of the panel, I walked through the 3 questions every franchise owner needs to answer:
📍 If not you, then WHO steps in?
📍 Could your partner actually AFFORD to buy your share or would they be forced to sell?
📍 Is your family financially covered if the business income stopped tomorrow?

Franchising is a huge commitment — but most owners protect their stock, their premises, even their signage… and forget to protect themselves.

Huge thanks to my fellow franchise specialists Commercial Broker Ling C Phung (Fund It), Architect Vincent Choi (Build It) and General insurance broker Sean (Protect It) for an incredible morning of real talk for real franchise owners.

Want to know where the gaps are in YOUR business? Book a free 15-min Discovery Call with link in bio 👆

22/08/2026

That was the question I put to franchise owners and franchisees yesterday morning at “Talk to the Franchise Specialists First” — Pathway to Owning a Franchise.

As the “Secure Its Future” segment of the panel, I walked through the 3 questions every franchise owner needs to answer:
📍 If not you, then WHO steps in?
📍 Could your partner actually AFFORD to buy your share or would they be forced to sell?
📍 Is your family financially covered if the business income stopped tomorrow?

Franchising is a huge commitment — but most owners protect their stock, their premises, even their signage… and forget to protect themselves.

Huge thanks to my fellow franchise specialists Commercial Broker Ling C Phung (Fund It), Architect Vincent Choi (Build It) and General insurance broker Sean (Protect It) for an incredible morning of real talk for real franchise owners.

Want to know where the gaps are in YOUR business? Book a free 15-min Discovery Call with link in bio 👆

🌳 Thinking about owning a franchise? Don’t sign anything until you’ve spoken to the specialists first.Join us for “Pathw...
06/08/2026

🌳 Thinking about owning a franchise? Don’t sign anything until you’ve spoken to the specialists first.
Join us for “Pathway to Owning a Franchise” — a seminar covering everything from funding to protecting your investment:
💰 Fund It — Ling Phung, CL Capital Finance
🏗️ Build It — Vincent Choi, RPtecture Architects
🛡️ Protect It — Sean Sun, Fortis Risk Solutions
🔐 Secure Its Future — Jannice Choo, Big Oak Financial Services
📅 Friday, 21 August 2026
⏰ 10:00 AM for 10:30 start – 12:00 PM
📍 701 Station Street, Box Hill VIC 3128
☕ $16 standard, coffee included
Spaces are limited — RSVP required. Scan the QR code or tap the link in bio to reserve your seat.

01/08/2026

Fantastic franchise expo !!! Amazing opportunity to meet lots of franchisor and franchisee , I am so lucky and blessed to be part of it and exhibiting at the expo 🤩😁❤️come and say Hi to us at C46 if you are free today ! Last day of the expo !

Address

Level 1, 14-16 Yarra Street
South Yarra, VIC
3141

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61400433216

Website

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