Oracle Advisory is one of Newcastle’s leading independent Wealth Advisory firms. Our advisers have been helping Australian’s realise their financial potential since 1986. Oracle Advisory use their experience and expertise to develop wealth accumulation strategies tailored to meet your financial goals.
We are a dynamic, growing company, built on core values of honesty, integrity and transparency.
Partners for the long run
Our emphasis is on building, strong, long lasting relationships with our clients. We stick with you over the years to come to make sure that you stay on track. We meet with you regularly and remain accessible to you so that we are here to answer your questions and queries.
Qualified and experienced
All of our advisers are qualified and have experience and technical expertise to ensure that the correct financial plan is put in place for each and every client. We help and guide you on every aspect of your financial and life planning; keeping you informed and designing and monitoring your investment portfolio.
Each of our advisers has more than a decade of experience providing high quality advice to clients and sticking with them over the long term.
At Oracle our investing follows a strict Investing philosophy whereby we look for high quality, easy-to-understand businesses that are undervalued by the market. Warren Buffett is one of the most successful and well-known investors of the last 50 years, having achieved well above average investment returns over the long term. Our name Oracle is an ode to him. Buffett, who has lived his entire life in Omaha, Nebraska is affectionately known as the “Oracle of Omaha”.
“Someone is sitting in shade today because someone planted a tree a long time ago” Warren Buffett