BRW FINANCIAL Group Becomes Part of The Oracle Family
Oracle Advisory Group is happy to announce that BRW Financial Group has joined its ever-growing family, and this new partnership will further deepen the depth of expertise across Oracle Advisory Group, while giving BRW customers access to a broader range of services.
BRW Financial Group is a natural fit for the Oracle Group, with natural synergies in approach and style. Located in the heart of the Sydney CBD, BRW Financial Group joins a growing group of financial specialists across Sydney.
Through Brendan Whitehouse, who will remain at the company following the acquisition, BRW Financial Group specialises in helping clients over the age of 55 make the transition to retirement and then assists them in retirement. Services that Whitehouse and his team provide their clients include:
- Offering advice on maximising Centrelink benefits
- Dealing directly with Centrelink on behalf of our clients as their nominee
- Ensuring our clients estate planning is regularly reviewed and kept updated
- Provide strategic structural advice on the benefits of using Trusts, SMSF etc. as and when required
- Super including SMSF & pension advice
- Review and advise on personal and key person insurances as and when required
With over 20 years of professional experience, Brendan brings a wealth of expertise to the Oracle Advisory Group, and understands the importance of long term client relationships and has always displayed a genuine, caring and professional approach with his clients. His expertise in his field will benefit the knowledge base that all Oracle customers can access, while Oracle itself will be able to offer Whitehouse’s clients a deep pool of leading expertise in all financial matters, Australia-wide.
What happens to BRW Financial Group?
All of BRW Financial Group’s talent, as well as the office location, will be maintained. Indeed, for existing clients it will be very much a case of “business as usual,” and they’ll have the same contacts and representatives. The acquisition simply provides BRW Financial Group with additional resources, services, and contacts that they can offer their customers to further drive financial success.
We are thrilled to formally welcome Brendan and his team to the family! Be sure to reach out if you have any questions about your financial future.