Financial Planning Melbourne

The best financial planning Melbourne has to offer

For businesses and individuals alike, Oracle Advisory Group offers the best financial planning Melbourne has to offer. Our leading range of services and deep expertise in all aspects of financial services means that our customers can trust that we will deliver for them the best results, both in terms of wealth management and business growth.

What we bring to the table

The suite of services that is available to our customers includes, but is not limited to:

So, no matter what services you need, for financial planning Melbourne locals can rely on us to have them covered. As locals ourselves, we understand the challenges and opportunities that come with living in Melbourne, and our goal is to make it easier for you by being a true partner to your financial stability and that of your business.

Our services can also help you at each stage of your financial life, from when you purchase your first car and house, right through to the time that you start planning for retirement with a SMSF, and then as you transition to retirement and aged care.

The services in financial planning Melbourne locals trust

At Oracle, our industry-leading team can offer a broad range of investment services, which includes assistance with balancing cash, ETFs, managed funds, ASX securities and international securities. Whatever blend of investments you want to have in your portfolio, we can support.

Our talented team can equally support both individual and corporate customers. We can help you start a business and establish a line of credit, acquire essential equipment with asset finance, or for individuals we can help you organise a home loan, or take that long-awaited holiday.

Our service value is deepened further as we maintain an extensive list of more than 40 loan providers, to ensure that you always have access to the broadest range of financial options possible, and we are completely agnostic – our goal is to assist clients, not push specific services.

Finally, you can rest assured that 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, while remaining completely responsible in ourselves at all times.

Learn more about our specialised financial planning in Melbourne services

What ultimately sets us apart is our personalised service. We are located at six locations across Australia, and so we are always highly accessible to our clients, even if they do find themselves moving to a different city and state. Our approach, to offer a 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.

By coming to Oracle, you can rely on decades of years in experience across financial planning for both individuals and businesses. Our end-to-end approach to support, which is about finding the right solution for you, has made us among the most respected financial planners across each location that we have set up in.

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 provide the financial planning Melbourne locals trust, of choice for locals, click here.

Enquire today to see how Oracle can assist you!
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