Oakleigh Financial is a wealth management and financial advisory firm that specializes in providing access to attractive investment opportunities in Australia and abroad. With a focus on personalized advice, our experienced investment advisers draw on a proud history and generational experience in financial advisory and wealth management to help clients achieve their long-term financial goals. Our range of investment advisory services caters to diverse client requirements, offering bespoke tailored solutions and fully managed investment options.
At Oakleigh Financial, we understand the importance of dynamic reporting and performance analysis to help clients make informed investment decisions. Our Macquarie Wrap hosted managed portfolios ensure that clients can review their investments anytime and anywhere, gaining insights into performance, income, and capital gains. We believe in transparent and administered investment solutions that align with each client’s personal objectives, whether it involves superannuation structure, retirement planning, savings plans, or asset protection requirements.
With a commitment to delivering exceptional wealth management services, Oakleigh Financial goes beyond managing investments to provide comprehensive advisory services that safeguard clients’ financial well-being. By considering factors such as asset accumulation, investment trusts, and insurance protection, we help clients protect their families and achieve their long-term financial aspirations. Our philosophy revolves around empowering clients with the knowledge and tools needed to navigate the complexities of the financial landscape and secure a prosperous future.