JMA Financial Planners joins Oracle Advisory Group

Local Nelson Bay veteran, JMA Financial Planners, has become part of Oracle Advisory!

Nelson Bay is one of the most picturesque parts of Australia. Whether it’s to build a business in tourism, relocate for lifestyle reasons, or retire to, Nelson Bay is a small and close-knit, and vibrant community. With over 40 years of experience JMA Financial Planners has been serving the people of Nelson Bay and Newcastle – with leading financial advice.

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.

How JMA Financial Planning customers benefit

Oracle Advisory Group is one of the largest financial consulting businesses in Australia, with offices up and down the east coast of Australia, in both the major cities and regional townships. Our services span the full gamut, ranging from taxation to investment advice and management, and business financial services.

Each company within the Oracle Advisory Group benefits from the resources of the company. This means that customers that come to any business within the Oracle Advisory Group can benefit from everything the group provides. For existing customers of JMA Financial Planners, this means an enhanced and deeper suite of services. As an added benefit, if the customer leaves the Nelson Bay region, they can continue interacting with the Oracle Advisory Group, and gain the same level of service, as they did previously. It will be a seamless transition to new financial support.

Customers can continue to expect the same level of service from JMA Financial Planning – Oracle Advisory Group only acquires companies that share values, so the level of service that JMA provides is the level of service that the entire group strives for. As JMA Financial Planning promises, customers can expect:

  1. Relationships first: We pride ourselves on focusing on a strong relationship first before we dive into the complexities of finance. It is our goal to ensure your experience is outstanding.
  2. Portfolio Performance Updates: Keeping you up to date with your investment performance is important to you and it is important to us. We meet regularly and will provide you with a report, outlining your yearly performance.
  3. Reliable Team Support: Our team is always here to help. Our promise is to assist you were ever we can.

None of this changes now that JMA Financial Planning is a part of the Oracle Advisory Group.

About Oracle Advisory

By coming to Oracle Advisory Group and JMA Financial Planning you can access a wide range of different services, ranging from personal accounting & taxation, to SMSF accounting, bookkeeping, business services, and even crypto tax and financial advice. Our range of services include:

  • Interim Accounts
  • Yearly Accounts
  • Income Tax
  • Self-Managed Superannuation Funds
  • Business Activity Statements (BAS)
  • Instalment Activity Statements (IAS)
  • Rental Properties
  • Goods and Services Tax (GST)
  • Fringe Benefits Tax (FBT)
  • Capital Gains Tax (CGT)
  • Payroll Tax
  • Land Tax
  • Managing any ATO audits, disputes, or payments
  • Workers Compensation declarations and audits
  • MYOB and QuickBooks set-up/purchase
  • Calculation of payroll requirements

With over 30 years’ experience in the industry, Oracle Advisory Group services is drawn from proven knowledge and expertise. In recent years we have been rapidly growing our practice by finding the most talented and respected accounting firms in the various markets across the east coast. JMA Financial Planning is the latest acquisition for Oracle Advisory, giving us our first opportunity to serve the people of Nelson Bay directly.

Need financial advice? Come say hello to the team of JMA Financial Planning

If haven’t dropped in to say hello to the team yet, then now’s the perfect time! It’s the same people but, as part of Oracle Advisory Group, we’re now able to do even more for our customers.

Enquire today to see how Oracle can assist you!
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