Giant Financial Planning has joined Oracle Advisory Group!
Giant Financial Planning is excited to join with one of Australia’s leading financial services groups, Oracle Advisory Group. Oracle’s values align with Giant Financial Planning’s. In addition, to the services that Giant has offered in the past, we can leverage the scale of Oracle, as one of Australia’s leading financial planning businesses, and our customers can benefit from the resources and scale of the larger Oracle Advisory Group.
By joining forces to the Oracle Advisory Group, we remain committed to, and deliver on our promise of personalised service. Oracle will continue to offer the same services to our clients, by a team of dedicated staff and finance professionals.
Clients will see the same commitment and dedication to service. Additionally, your advisor will be able to tap into a wider range of resources should you need them.
Oracle Financial Planning Services
We offer a full range of financial planning services to our clients, both as individuals and businesses. The services that we offer allow us to build complete plans that work for you and your needs, and the areas that we offer services in include:
- Retirement Planning
- Personal Insurance
- Estate Planning
- Debt Management
- SMSF Administration
- Investment Services
Our customers come to us for everything from:
- Cash flow budgeting and expenditure control
- Debt management & reduction
- Direct & managed investments
- Estate planning
- Personal & Business insurance
- Retirement & aged care advice
- Social security and pensions
- Personal & business succession planning
- Taxation minimisation strategies
- Transition to retirement
Note: this is just a summary of our most requested services. If your financial needs are unique and beyond the scope of above, then be sure to talk to us, as our team can tailor services to meet your needs.
How Will Giant Customers Benefit From Oracle Financial Planning Services?
Giant Financial Planning clients can expect the same standard of service from Oracle Financial Planning Services. Our cultures and standards are equivalent – that’s why we are so thrilled to welcome Giant to the family!
At the same time, Giant’s clients can now access the benefits that come from a truly national organisation. Oracle Advisory Group has the scope to assist to assist you with any of your financial needs.
Consider Our Other Financial Services!
Oracle Advisory Group’s scope extends well beyond financial planning, too, and this is another benefit that Giant Financial Planning customers can now take advantage of; we offer a full suite of services and can be your one-stop-shop partner in finance. Our team can assist you with mortgage broking, home loans, investment loans, care and recreational vehicle loans, business loans and equipment finance.
What Happens To Giant Financial Planning?
For clients, absolutely nothing changes, and it remains business as usual. You will continue to be able to access your existing financial planning services by speaking to the Oracle team.
We are excited to formally welcome the Giant Financial Planning clients to the Oracle family! Be sure to reach out to us to discuss your financial planning needs.