Oakleigh Advisory
Trusted Financial Guidance for Every Stage of Life
Oakleigh Advisory provides financial advisory services as a client pathway towards goals and optimal long-term after-tax investment returns.
We work directly with individuals, families and business owners to build their wealth and secure their financial affairs for the long-term.
The Oakleigh Difference
Oakleigh provides a tailored approach to portfolio structuring. No two families are the same, nor are their needs; therefore, their investment portfolios shouldn’t be either. We align your risk appetite with a carefully constructed portfolio, drawing on the deep market expertise of our advisers to build a strategy designed for you — and to help protect you against prevailing market headwinds.
Get in contact with one of our Financial Advisers today to discover what Oakleigh Advisory can do for you.
Superannuation & Retirement Planning
Oakleigh Advisory can work with you to plan, manage and optimise your superannuation or retirement strategy so you can retire with confidence.
Advisers help structure your super so it works as efficiently as possible. This can include:
Reviewing your current super funds and investment options
What contributions to make to meet your goals and objectives
Consolidating multiple super accounts
Choosing appropriate investment allocations based on your age, goals, and risk tolerance
Setting up contribution strategies (salary sacrifice, after-tax contributions, spouse contributions)
Wealth Accumulation & Investment Structuring
Wealth Management is a high level professional financial service that combines investment management strategies alongside other considerations such as financial, taxation and estate planning.
These services are used to provide a professional overlay and guiding hand to your investment portfolio. While asset performance is important, wealth management adds value to your portfolio through appropriate assistance in avoiding poor or inappropriate investments.
In addition to the given benefits of using a professional to manage your investments, there are many (and often significant) extra benefits that a professional wealth management adviser would be able to offer.
This may include:
Managing concessional and non-concessional superannuation contribution caps
Structuring withdrawals in a tax-effective manner
Implementing strategies designed to reduce lifetime tax liabilities
Identifying financial, taxation and estate planning considerations that may impact long-term wealth.
Asset Protection & Risk Management
Risk Management involves two core principals; Capital Preservation in the face of asset price volatility/losses and Personal Insurance offsetting the impact of unexpected personal health events that could create unforeseen financial hardship for yourself and your family.
An appropriate mix of personal insurances (Life/Death, Permanent Disability, Trauma, Income Protection and/or Business Expense) can mitigate the negative financial consequences caused by a serious medical or life changing event.
Why manage Risk via Personal Insurance?
Personal insurance provides a level of financial protection against adverse life events for yourself and your loved ones. While offsetting this risk always comes with a cost, many personal insurances have tax benefits when it is set up in certain structures that can offset this cost.
Estate & Succession Planning
Estate planning is about ensuring your wealth is protected and passed on according to your wishes, while also making sure your financial affairs can be managed if circumstances change. A financial adviser can help coordinate the financial, tax and structural elements of your estate plan so that it works effectively for you and your family.
Setting Up or Reviewing Your Estate Plan
Advice on Key Estate Planning Structures
Guidance When Receiving an Inheritance
Support During Major Life Changes
By integrating estate planning with broader financial advice, a financial adviser can help ensure your wealth is managed thoughtfully during your lifetime and transferred effectively to the next generation.
To find out more about Oakleigh Advisory, talk to one of our experienced Financial Advisers and learn how we can help you manage your financial affairs to their maximum potential.