The best financial advisor Central Coast locals can trust
The people of the Central Coast are rightfully proud of their area, and want their services from people who are locals themselves. When it comes to finding a financial advisor Central Coast locals know to come to Oracle Advisory Group. Our deep expertise in all aspects of financial services means that we offer truly leading services that support both individuals and businesses in the area.
What we bring to the table
To the people of the Central Coast, we offer (but are not limited to):
No task or project is too big or small, and when looking for a financial advisor Central Coast locals can trust that we help our clients with every stage in their financial life. We assist many of our customers from the moment they purchase their first car and house, and then help them build their SMSF when the time comes to start planning towards retirement. Eventually we help them transition into retirement and aged care, too.
The financial advisor Central Coast locals rely on for experience & expertise
Many of our Central Coast customers come to us for assistance with balancing investment portfolios that include cash, ETFs, managed funds, ASX securities and international securities. Whatever blend of investments you want to have in your portfolio, we can support. For individuals we can help with other financial matters, too, such as organising a home loan, or simply finding that money for the long-awaited holiday
Our talented team also actively supports local businesses and entrepreneurs. Whether you need to establish a line of credit or acquire essential equipment through asset finance, we have you covered.
To deliver our leading financial services solutions, we work with over 40 loan providers, to ensure that you always have access to the broadest range of financial options possible. We are completely agnostic about which providers we recommend, too; our goal is to find you the right solution, not to get you to take on a solution that benefits us.
Finally, for our customer’s peace of mind, we’re proud to say that we remain fully compliant with the Mortgage and Finance Association of Australia (MFAA) and other industry standards at all times. We do offer a modern and innovative lending platform that cuts through the red tape and fast-tracks results without the risk, but at the same time, we are totally responsible to both our clients and our industry as we do so.
Learn more about our financial advisor Central Coast services
By coming to Oracle, you get access to decades’ worth of expertise. Our goal is to offer genuine, value-adding support to individuals and businesses alike, and by achieving that simple goal, we have set ourselves up as the most highly respected financial planners in the local area.
You’ll find that with Oracle in support you’ll be making your money work for you in a way that you never imagined – the sooner you start, the better.
For more information on why we’re the financial advisor Central Coast locals have come to trust, click here.