The best financial planning Wagga Wagga has to offer
We know that for people in regional Australia, it helps to have locals that you can trust handling your financial affairs. Oracle Advisory Group offers the best financial planning Wagga Wagga has to offer, from locals that know and love the area. Our services and deep expertise in all aspects of financial services means that we support both individuals and businesses to make the most of their financial opportunities.
What we bring to the table
The services available to our customers include, but are not limited to:
No task or project is too big or small, and when it comes to financial planning Wagga Wagga locals can rely on us. We understand what life is like in the area, and what challenges and opportunities there are in and around town, and our goal is to make it easier for you by being a true support network for your financial situation.
We help our clients with every stage in their financial life, from when they purchase their first car and house, right through to the time that they start planning for retirement by setting up an SMSF, and then making that transition to retirement and, eventually, aged care.
The services in financial planning Wagga Wagga locals trust
We’ve helped many local Wagga Wagga folks 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.
Our talented team can equally support local businesses and entrepreneurs. 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. Wagga Wagga is a town with a thriving business community, and we are there to support it every step of the way.
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 about where we source money from for you – our goal is to assist clients, not push specific services.
Finally, we remain fully compliant with the Mortgage and Finance Association of Australia (MFAA) and other industry standards at all times. Yes, we offer a modern and innovative lending platform that cuts through the red tape and fast-tracks results without the risk, but we are totally responsible to both our clients and our industry as we do so.
Learn more about our specialised financial planning in Wagga Wagga services
By coming to Oracle, you can access to decades of experience across financial planning for individuals and businesses alike. Our goal is to offer genuine support, 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 have the financial planning Wagga Wagga locals trust, Click here.