Financial Planning-old

financial planning

Strategic planning for your personal and business needs!

Financial Planning is one of the most important aspects of your personal and business financial growth path.

Without strategic planning and goal creation, effective growth and sustainability cannot be easily achieved, and time and energy wasted as a result.

Oracle Advisory Group specialises in setting up solid financial foundations for your future enabling growth and health in all areas of your life.

Every scenario is different and tailoring the advice to specific needs and goals is essential to gain the best outcomes.

Financial advice covers several areas that when combined create a complete picture and approach to help drive your finances forward faster.

These areas include:

  • Cash flow budgeting and expenditure control
  • Debt management & reduction
  • Superannuation
  • Direct & managed investments
  • Taxation minimisation strategies
  • Transition to retirement
  • Personal & business succession planning
  • Estate planning
  • Social security and pensions
  • Personal & Business insurance
  • Retirement & aged care advice

At Oracle Advisory Group, we specialise in this area of advice have extensive experience and can help to simplify the process and help understand the options.

Our complimentary initial strategy session will help you to understand the many opportunities and pitfalls that exist, and more importantly, how we can guide you to a place that suits your individual needs.

Contact us today and start your journey towards a greater freedom that you deserve and a partnership with people who care!

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