OakView Financial

OakView Financial - Tailored financial strategies for everyday Australians
- Founded by Sevy Zatta & Bart Ryan | AFSL: 513068
- 1300+ happy clients | $280M+ FUM

What is an SMA?A Separately Managed Account (SMA) allows you to own your investments directly, rather than buying into a...
17/03/2026

What is an SMA?

A Separately Managed Account (SMA) allows you to own your investments directly, rather than buying into a pooled fund.

With an SMA, you get:

• Clear visibility of what you hold
• Direct ownership of your assets
• Professional portfolio management
• A structured investment approach

It is your portfolio, managed professionally, with assets held in your own account.

Curious if an SMA could work for you? Get in touch with our team at OakView Financial.

We’re excited to announce the launch of our new Separately Managed Account (SMA), built in partnership with BlackRock.So...
26/02/2026

We’re excited to announce the launch of our new Separately Managed Account (SMA), built in partnership with BlackRock.

So what does that mean?

It means combining global investment capability with the personalised advice you receive at OakView Financial.

An SMA is designed to provide:

- Greater transparency
- Clear portfolio structure
- Professional oversight
- Simplicity for investors

Over the next few weeks, we’ll be breaking down:

– What an SMA is
– How it works
– Who it may be suitable for

If you’ve ever wondered whether there’s a more structured way to manage investments, keep an eye on our page.

More information to come.

This is general advice only.

2026 has begun with renewed market volatility and the first RBA rate increase in over two years.Global markets are pushi...
18/02/2026

2026 has begun with renewed market volatility and the first RBA rate increase in over two years.

Global markets are pushing higher, the Dow has crossed 50,000, reporting season is underway locally, and borrowing costs are rising again.

At the same time, higher rates are improving returns on cash and income-focused investments.

Our latest market update outlines what is happening and what it could mean for your finances.

If you would like to review your portfolio, lending structure or property strategy, we are here to help.

Saving money in 2026 doesn’t have to mean missing out.It’s about clarity, small consistent habits, and letting your mone...
19/01/2026

Saving money in 2026 doesn’t have to mean missing out.

It’s about clarity, small consistent habits, and letting your money work quietly in the background, so you can still enjoy the things that matter most.

No extremes. No guilt. Just steady progress and a plan that actually fits your life.

If you want 2026 to feel calmer, clearer, and more confident, this is your sign to start.

Welcome to 2026! 🎉As we head into a new year, we’re excited to keep supporting our wonderful clients and to welcome new ...
31/12/2025

Welcome to 2026! 🎉

As we head into a new year, we’re excited to keep supporting our wonderful clients and to welcome new clients ready to move forward with confidence.

Here’s to building strong relationships, making smart financial decisions, and working together to achieve your financial goals in the year ahead.

Big shoutout to Michele, our amazing Client Services Officer at OakView Financial 👏Michele consistently brings warmth, c...
21/12/2025

Big shoutout to Michele, our amazing Client Services Officer at OakView Financial 👏

Michele consistently brings warmth, clarity, and next-level people skills to every client conversation, making even the tricky “super” questions feel simple and supported.

She’s all about listening first, giving great guidance, and making sure clients leave with a clear path forward.

Thanks for everything you do, Michele, you make OakView shine! ✨

OakView Financial is officially out of office ✨️Our team will be taking a short break from 18th December – 4th January a...
17/12/2025

OakView Financial is officially out of office ✨️

Our team will be taking a short break from 18th December – 4th January and will be back in the office from the 5th January 2026.

Thank you to all our wonderful clients for your support this year.

Wishing you a happy, safe and truly restful break 🤍

Feeling like the year disappeared overnight? Here’s a quick Year-End Money Checklist you can knock over in 45 minutes to...
17/12/2025

Feeling like the year disappeared overnight?

Here’s a quick Year-End Money Checklist you can knock over in 45 minutes to feel organised before the holidays. ✅

In this checklist you’ll:

- Check your cash buffer
- List your January costs (rates, school, rego, insurance)
- Cancel unused subscriptions
- Do a quick debt and super check
- Review insurance and beneficiaries
- Put key docs in one easy folder

Disclaimer: General information only, not personal advice.

Part two, because one post wasn’t enough!Celebrating our people and wrapping up the year at OakView Financial the right ...
16/12/2025

Part two, because one post wasn’t enough!

Celebrating our people and wrapping up the year at OakView Financial the right way 🎄✨

AWARDS: PART 1Ending the year the OakView way, celebrating our people, our wins, and the festive season 🎄🏆 Cheers to our...
16/12/2025

AWARDS: PART 1

Ending the year the OakView way, celebrating our people, our wins, and the festive season 🎄🏆

Cheers to our award winners and an amazing year together!

We’re so sorry… but we’re setting the standard for financial advice ⭐⭐⭐⭐⭐Because you deserve:- clear advice (no jargon)-...
08/12/2025

We’re so sorry… but we’re setting the standard for financial advice ⭐⭐⭐⭐⭐

Because you deserve:
- clear advice (no jargon)
- proactive communication
- a plan that actually fits your life
- a team that feels on your side

Don’t take our word for it, our clients say it best 👉️

Want the 5-star experience? Contact us below.

1300 160 796 | [email protected]

Address

Southport, QLD

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6:15pm
Thursday 9am - 6pm
Friday 9am - 3pm

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