Oracle Group & Masthead Advisory
Oracle Advisory Group is pleased to announce the merger of the Wagga Wagga based Masthead Advisory business into the Oracle Advisory Group.
This will now give the community around Wagga Wagga and other regional NSW communities access to all the professional services offered by Oracle Advisory Group.
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 Masthead Advisory Clients Benefit From Oracle Financial Planning Services?
Masthead Advisory 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 Masthead Advisory 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 Masthead Advisory?
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 Masthead Advisory clients to the Oracle family!