Financial Planning Newcastle

The best financial planning Newcastle locals can trust

Newcastle is a bustling, thriving city, filled with opportunities for both lifestyle and entrepreneurship. When it comes to financial planning Newcastle locals come to Oracle Advisory Group. We’re locals ourselves, and our experience in the local area gives us a unique understanding of the right services that will support both individuals and businesses in the area.

What we bring to the table

Our services to the people of Newcastle include (but are not limited to):

With financial planning, Newcastle locals need to trust that their providers can help their clients with every stage in their financial life. At Oracle, we assist our customers over their entire financial life, from the early stages, as they purchase their first car and house, to the time where they set up a SMSF and start to plan towards retirement. Eventually we help them transition into retirement and aged care, too. Our customers can rely on us to be there each step on the journey.

The financial planning Newcastle locals can trust

For individuals, we can assist 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 – whether long-term or speculative – we can support. Outside of investments, we can help with other financial matters, too, such as organising that all-important home loan, or simply helping you to get away for a while for a dream holiday.

Meanwhile, for local businesses and entrepreneurs, we have a range of services that can assist both with the setting up of a business and the running of it. Perhaps you need to establish a line of credit to invest in your business, or acquire essential equipment through asset finance? We have you covered.

To deliver our leading financial services solutions, we work with a huge range of loan providers – over 40, in fact – to ensure that you always have access to genuine choice in who you provide your business to. Our goal has always been to find you the right solution for your needs, rather than put the hard sell on something that benefits us.

We’re also proud to say that we are fully compliant with the Mortgage and Finance Association of Australia (MFAA) and other industry standards at all times. We believe that the most critical thing of all is that we are responsible to both our clients and industry, and with that in mind, we do offer a modern and innovative lending platform that cuts through the red tape and fast-tracks results, but only in a way that is in line with industry standards.

Learn more about our financial planning Newcastle services

With Oracle, our decades’ worth of experience is there to service your financial needs. Our goal is to offer genuine, value-adding support to individuals and businesses alike, and by doing so, we are adding something valuable to the local community.

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 planning Newcastle locals have come to trust, click here.

Enquire today to see how Oracle can assist you!
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