Local Nelson Bay veteran, JMA Financial Planners, has become part of Oracle Advisory!
Oracle Advisory Group is thrilled to announce that JMA Financial Planners has become part of the company, giving Oracle Advisory Group its first office in the region. It is an acquisition that will benefit both new and existing customers to JMA Financial Planning, and help the business enter a new chapter in its long and successful history.
With over 40 years of experience JMA Financial Planners has been serving the people of Nelson Bay and Newcastle – with leading financial advice.
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
- Superannuation
- 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
- Superannuation
- 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 JMA Financial Planning Clients Benefit From Oracle Financial Planning Services?
JMA Financial Planning 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 JMA Financial Planning 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 JMA Financial Planning?
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 JMA Financial Planning clients to the Oracle family!
