Local business icon GPB Partners and Personal Tax & Planning Taree has joined Oracle Advisory Group!
The picturesque Taree has long been a place of culture, business and lifestyle on the Mid North Coast of NSW. For over 20 years now, the team at GPB Partners and Personal Tax & Planning Taree have been supporting the local community with their wealth management and financial concerns.
GPB Partners are excited to join with Australia’s leading group, Oracle Advisory Group. Oracle’s values align with GPB Partners; we use our experience and expertise to develop wealth accumulation strategies tailored to meet each individual customer’s financial goals. Oracle is one of Australia’s leading accountancy practices, with offices and teams across the nation, and that means that GPB Partners clients will be backed by all the resources and scale of the larger Oracle Advisory Group.
GPB Partners History
GPB Partners is run by directors, Graham Brown OAM, and Marika Hollingsworth. Between the team at GPB Partners they can handle any of your financial service’s needs, whether that be a straightforward tax return, the management of your superannuation, and specialise in the provision of business accounting services.
Joining forces to the Oracle Advisory Group, we remain committed to, and deliver on our promise of personalised service. Nothing has changed, the team will continue to offer the same services to our clients, by the same people that were looking after them previously.
Clients will see the same commitment and dedication to service. The only difference is that now the locals of Taree will be able to tap into a wider range of resources should they need them. The network of Oracle Advisory Group practices across Queensland, NSW and Victoria allows a seamless transition to a new local firm, should you need it.
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 GPB Partners Clients Benefit From Oracle Financial Planning Services?
GPB Partners 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 GPB Partners clients 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 GPB Partners?
For clients, absolutely nothing changes, and it remains business as usual. You will continue to be able to access your existing accounting services by speaking to the Oracle team.
We are excited to formally welcome the GPB Partners clients to the Oracle family!
Be sure to reach out to us to discuss your accounting needs.