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. The wide range of services and expertise that we offer to each of our customers has made us the leading Brisbane financial planners that locals have come to rely on for their entire wealth management.
What we bring to the table
Our suite of services, available to our customers, includes:
But that’s not all. As the Brisbane financial planners of choice for our customers, we offer a full suite of services that are tailored to the needs and economic circumstances of each customer. We’re locals ourselves, we know what it’s like to live in Brisbane, and where the challenges and opportunities lie around financial planning.
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 Brisbane financial planners of choice
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 us as your Brisbane financial planners of choice 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 Brisbane financial planners of choice for locals, click here.