Oracle Advisory Group comes to Bendigo with 50Plus Wealth!
Oracle Advisory Group is happy to announce the acquisition of the highly respected local firm, 50Plus Wealth. We have our first office in Bendigo and can now service the people of Bendigo financial planning services.
50Plus Wealth is a natural fit for the Oracle Group. We share a common philosophy towards investment, focusing on building wealth for our clients through directly held exchange traded funds (ETF’s), ASX listed shares and hybrids. We also work with the same stockbrokers, so 50Plus Wealth clients will experience no disruption through the acquisition.
Indeed, that is why we’ve brought 50Plus Wealth into the group. Their expertise and deep understanding of their clients has allowed them to provide the highest standard of financial support to their clients for the past 15 years. We will continue to serve the customers to that heritage and standard, while also offering them the benefits and resources that a national organisation like the broader Oracle Advisory Group can supply.
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 50Plus Wealth Customers Benefit From Oracle Financial Planning Services?
50Plus Wealth 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 50Plus Wealth to the family!
At the same time, 50Plus Wealth 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 50Plus Wealth 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 50Plus Wealth?
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 50Plus Wealth clients to the Oracle family! Be sure to reach out to us to discuss your financial planning needs.