Financial Planning Services

What is financial planning?

Financial planning involves creating strategies to protect, manage, and grow your finances.

This process works to determine your current circumstances, identify opportunities, detect threats and achieve your goals.

With a professional financial adviser on your side, you’ll enjoy peace of mind that your finances are safe, secure and structured for success.

Our financial planning services

Financial planning with Oracle

Tailored financial advice for life

In it for the long haul, we care about building lasting relationships with our clients. Whatever your life stage or business phase, we’ll analyse every facet of your finances to provide personalised solutions now and into the future.

Local service, fifteen locations

With offices in Newcastle, North Sydney, Parramatta, Nelson Bay, Central Coast, Taree, Wagga Wagga, Ballina, Byron Bay, Murwillumbah, Brisbane, Rockhampton, Gold Coast, Melbourne and Bendigo – our financial planners are based locally in your area. With a deep understanding of both Australian and regional markets, we deliver expert financial advice you can truly trust.

Experienced financial advisers

Our team of qualified financial advisers have vast experience in financial planning for both individuals and businesses. We offer the technical expertise to prepare and manage your optimum financial plan, keeping you informed throughout the process.

Holistic support

From mortgage broking and investment strategies to cash flow budgeting and aged care advice, our extensive team of specialists are equipped to support all of your decisions under one roof. With us, you can receive clear, comprehensive solutions for every financial domain.

Frequently Asked Questions

What’s included in a financial plan?

The components of a financial plan will vary depending on your unique goals, requirements and circumstances. Your dedicated financial advisers will consider your life stage and lifestyle before creating a tailored plan.

This financial plan can include comprehensive advice on areas such as:

  • Taxation
  • Insurance
  • Savings
  • Investments
  • Debt repayments
  • Retirement planning
  • Estate planning

Why is it important to have a financial plan?

Financial planning is important because it allows you to fully understand your short and long term goals, as well as the strategies required to reach them.

With a deeper insight into your financial circumstances and objectives, you can make more effective decisions for your future success and security. Whether it’s expanding your business, retiring early or saving for your child’s education, our financial advisers are here to help you achieve the freedom to do what you want.

Enquire today to see how Oracle can assist you!
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