bendigo financial planning

Why Oracle is the Bendigo financial planning team locals rely on

Bendigo is one of Victoria’s great growth areas. Attracting a wide range of people, from all walks of life, as well as a growing business sector, the financial needs of locals are many and varied. That’s why Oracle Advisory Group has become the Bendigo financial planning team that locals rely on and trust to deliver expert financial advice.

As a truly nation-wide organisation of expert accountants and financial planners, the Oracle team’s Bendigo financial planning services run the full gamut, and we can service any need or challenge, for both businesses and individuals.

What we offer in our suite of Bendigo financial planning services

Your financial health and future is not something to take lightly. You want to be forward thinking and planning for the future, while also ensuring that you’re able to cover your current obligations. In addition, you want to ensure that you’ve got the resources that you need to cover emergencies and the unexpected. Stretching the dollar to do all of these things can, at times, seem overwhelming, but by engaging with proven experts, such as those of us at Oracle, a leading Bendigo financial planning service that locals trust, you can be sure that you will be making the most with your financial position. Regardless of your current financial situation, we are here to help, and whether you’re comfortable or struggling, we will be able to give you pathways to a better financial future.

For the people and businesses of Bendigo, just some of the services that we offer include:

Financial Planning

Superannuation

Cash Flow Budgeting

Debt Management

Personal Insurance Brokers

Estate Planning

With Oracle and our Bendigo financial planning services team, our suite of services can take customers through their entire financial life, from their first big purchases (usually a house or car) to the investments that they make in starting a business, or their superannuation as they start to look towards retirement. We can assist you in living comfortably in retirement, too, with services to help the transition into aged care and financial affairs management.

The Bendigo financial planning team with experience

We support investors in achieving their financial goals and managing their investment portfolios, with expertise in balancing cash, ETFs, managed funds, ASX securities and international securities. The Bendigo financial planning team always puts the needs and appetites of our customers first and makes recommendations based on their situation and interest in taking on risk.  Outside of investments, we can help with other financial matters, too. Finding the right home loan is more important than ever, and that’s a major service we offer customers. At other times we help finance the dream holiday adventures.

We’re also proud to say that we are fully compliant with the Mortgage and Finance Association of Australia (MFAA) and other industry standards at all times. We believe that the most critical thing of all is that we are responsible to both our clients and industry, and with that in mind, we do offer a modern and innovative lending platform that cuts through the red tape and fast-tracks results, but only in a way that is in line with industry standards.

Finally, it’s worth noting that because Oracle businesses are spread across Australia, our services can move as you do. Should you leave the Bendigo area (why you would want to do that, we would never know!) you will be able to pick up the conversation with the local team, wherever you land. The handover will be far easier than starting from scratch with someone new.

For entrepreneurs and business leaders, Oracle’s Bendigo financial planning team has you covered as well. Whether you’re looking to establish lines of credit, secure assets, or undertake the activities that you need to attract investment, our team likes to think of ourselves as a true asset and partner to your business.

You’ll find that with Oracle you don’t just gain the skills of the Bendigo financial planning team that locals trust. You will also be making your money work for you in a way that you never imagined.

You can’t start on the journey to financial health quickly enough. For more information on why we’re the financial planning Bendigo locals have come to trust, click here.

Enquire today to see how Oracle can assist you!
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