Investment Management & Financial Advice
Building Your Wealth. Securing Your Future.
A Strategic Approach to Wealth
At Oakleigh, we know financial success requires a long-term, well-executed strategy. Whether through our professionally managed investment solutions or combined with a customised financial plan, our goal is to help you achieve the best outcomes with expert guidance and active portfolio management.
We offer a range of investment options, including Managed Accounts on Macquarie, designed to suit a broad spectrum of investors. These solutions can be used as standalone strategies or as part of a diversified portfolio.
By combining expert investment management with strategic financial planning, Oakleigh helps you maximise your wealth while supporting long-term financial security.
Investment Management Services
Oakleigh provides professionally managed investment solutions designed to optimise long-term financial investment outcomes for clients.
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Overview
Our focus is on investing within the Oakleigh portfolios and according to each individual’s situation, goals, and risk profile for the medium to long-term.
The portfolios are fully transparent, actively managed investment solutions
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Oakleigh Flagship Equities Portfolio
This portfolio offers a quality-focused portfolio of Australian and international securities.
The investment strategy aims to achieve capital preservation and deliver long-term returns above inflation.
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Oakleigh Multi Asset Growth Portfolio
This portfolio offers a tailored multi-asset investment portfolio of Australian and international securities, property, alternative investments, fixed interest and cash.
The investment strategy focuses on capital preservation and long-term returns above inflation.
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Oakleigh 18.6 Strategic Investment Portfolio
This portfolio invests in a diversified portfolio of Australian and international equities, property securities, interest bearing securities and cash.
The asset class exposure of this solution is tailored to a philosophy driven by the long-term cyclical Real Estate and Banking Cycle. Knowledge of the cycle and the various stages of the cycle can assist in forecasting what may happen next in economies and markets.
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Wholsale Funds
Oakleigh Investment Management has two solutions available to wholesale investors only.
The Oakleigh 18.6 Strategic Investment Fund or the Oakleigh Jupiter Fund.
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External Advisor Investment Management Solutions
Oakleigh Investment Management works with a wide network of external financial adviser groups who incorporate our portfolios into their client solutions.
Benefits of Investing with Oakleigh
Experienced Team
Oakleigh and its investment team will celebrate 10 years of operation in 2027, bringing extensive experience across Australian and international equity markets. Visit our portfolio performance reports archive to view our history of strong performance.
Leading Investment Management Technical Capabilities
Oakleigh portfolios are available across multiple Macquarie Wrap platforms, providing convenient online and mobile app access, along with competitive administration and transaction fees.
Investment Portfolios for Every Risk Profile
From blue-chip investment strategies to multi-asset or higher-risk, higher-return opportunities, Oakleigh tailors investment portfolios to suit your unique financial situation, risk tolerance, and long-term wealth goals.
Full-Service Financial Advisory
We work closely with your accountant and professional advisers to support your wealth creation journey. Our advice spans superannuation, insurance, tax planning, estate planning, property and equity investments - ensuring every element of your financial strategy is aligned for the medium to long-term.
Dynamic Asset Allocation
Our portfolio managers actively make investment decisions based on market conditions and your portfolio’s strategy. Unlike a “set and forget” approach, dynamic asset allocation allows your portfolio to respond quickly and capitalise on evolving economic and market opportunities.
Confidence Through Professional Advice
With only one in four Australian active equity fund managers beating the market in 2025 (Australian Financial Review, March 17, 2026), having the right guidance matters. Contact Oakleigh discuss how we can help you achieve your personal financial goals and referrals from like-minded individuals.
Financial Advisory Services
Oakleigh Advisory provides financial advisory services as a client pathway towards goals and optimal long-term after-tax investment returns.
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Superannuation & Retirement Planning
Including SMSF strategies and contribution planning
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Wealth Accumulation & Investment Structuring
Helping you build assets through tax-efficient strategies
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Asset Protection & Risk Management
Ensuring you and your family’s financial future is secure with life and income protection strategies
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Estate & Succession Planning
Structuring your investments to benefit future generations
Testimonials
FAQs
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Financial advice considers your overall financial position and goals, including areas such as retirement strategies, tax planning, insurance and estate planning.
Financial advice is broader and provides the framework around your investments
Investment management focuses on building, managing and optimising your investment portfolio to achieve long-term returns. This includes asset allocation, selecting investments, monitoring market conditions and making ongoing portfolio adjustments to keep your strategy on track.
Put simply, investment management is about actively managing your investments, while financial advice ensures those investments sit within a well-structured financial plan aligned to your long-term objectives.
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The earlier, the better. Engaging a financial adviser early helps you establish a financial plan, make smarter financial decisions, minimise tax where possible, and put the right structures in place to support long-term wealth creation.
As a boutique financial services firm, our founder has been advising small business owners, professionals, families and high-net-worth clients for over twenty years. We have seen firsthand how starting early can significantly improve financial outcomes over time.
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A Managed Account (or Separately Managed Account / SMA) is a professionally managed investment portfolio where you directly own the individual securities - unlike a mutual fund where your money is pooled with other investors. A portfolio manager makes investment decisions on your behalf, and because the assets are held in your own name, you get benefits such as greater tax flexibility, the ability to customise what you hold, and full transparency into exactly what's in your portfolio at all times.
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The Oakleigh Flagship Equities Portfolio is a transparent, fully managed investment solution with a quality focused blue chip share investment strategy focused on capital preservation and long-term returns above inflation.
The Oakleigh Multi Asset Growth Portfolio is a transparent, fully managed investment solution with a tailored multi-asset investment strategy focused on capital preservation and long-term returns above inflation.
The Oakleigh 18.6 Strategic Investment Portfolio is an investment solution tailored to a philosophy driven by the long-term cyclical Real Estate and Banking Cycle.
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Our focus is on investing within the Oakleigh portfolios and creating strategic financial advice around that according to each individual’s personal situation, financial goals and risk profile for the medium-long term.
