Your Best Financial Advisor in Brisbane

The Leading Brisbane Financial Planners That You Can Trust

Whether you’re an individual or a business owner, Oracle advisory group is here for you. Our comprehensive financial planning services have made us the leading financial planners in Brisbane that locals trust for all their wealth management needs.

What we bring to the table

Our suite of services, available to our customers, includes:

  • Superannuation Navigating the complexities of superannuation can be challenging. At Oracle, we help you optimise your contributions, manage fund performance, and plan for retirement, ensuring your superannuation works as hard as you do.
  • Cash Flow Budgeting Effective cash flow management is crucial for achieving financial stability. We provide personalised budgeting strategies that help you manage your income and expenses more efficiently, allowing you to save more and spend wisely.
  • Debt Management Carrying debt can hinder your financial goals. Our debt management services include assessing your current debts, developing reduction strategies, and advising on consolidation options to help you become debt-free faster and save on interest costs.
  • Personal Insurance Brokers Protecting your assets and your family’s future is paramount. As your personal insurance brokers, we compare and select the best insurance products tailored to your needs, including life, health, disability, and critical illness coverage.
  • Estate Planning Planning for the future is about more than just managing wealth. Our estate planning services ensure that your assets are distributed according to your wishes, with strategies to minimise tax burdens and legal complications for your heirs.

But that’s not all. As the top financial planner Brisbane offers, we provide a full suite of services tailored to the needs and economic circumstances of each customer. We’re locals ourselves; we understand the unique financial challenges and opportunities that living in Brisbane presents.

Our services can assist you throughout your life, from purchasing a house and other major assets, to structuring a SMSF, and then on to retirement planning, portfolio management, and transitioning to aged care.

It’s Our Depth of Service That Makes Us the Financial Advisors Brisbane Locals Choose

Do you have an investment portfolio, or are looking to build one? At Oracle, our investment services include assistance with balancing cash, ETFs, managed funds, ASX securities and international securities.

We’re also the preferred lending partner for both individual and corporate customers. Whether you’re looking to start a business and need a line of credit, purchase equipment via asset finance, organise a home loan, or just fund that well-deserved holiday, we’ve got you covered.

We’re totally agnostic in the advice we offer, too. We maintain an extensive list of more than 40 loan providers, to ensure that you always have access to the broadest range of options possible.

Finally, you know you can trust when looking for the best financial advisor in Brisbane because we remain fully compliant with the Mortgage and Finance Association of Australia (MFAA) and other industry standards at all times. We offer a modern and innovative lending platform that cuts through the red tape and fast-tracks results without the risk.

Learn more about our leading Brisbane financial planners service

We believe firmly in personalised service. With six locations across Australia, we are highly accessible to our clients, even if they do find themselves outside of Brisbane, and our highly tailored approach to financial advice for life means that we are in it for the long haul with each and every one of our customers.

We have decades of experience within the group – over 30 years across both financial planning for individuals and businesses. Our holistic approach to support, which is about finding the right solution for you rather than recommending the solution that is ideal for us, has made us among the most respected financial planners across the state.

There is no better time to get on top of your financial situation than now. You’ll find that with Oracle in support you’ll be making your money work for you in a way that you never imagined.

For more information on why we’re the financial planners Brisbane locals choose, click here.

Enquire today to see how Oracle can assist you!
Contact us
Our Locations