Oracle Advisory Group comes to Bendigo with 50Plus Wealth!
Oracle Advisory Group is happy to announce that, with the acquisition of the highly respected local firm, 50Plus Wealth, we now 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 directlyheld 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.
What happens to 50Plus Wealth?
Both David & Leah will continue to work with existing and new clients as they have always done in the past, and there will be no changes to the office location. David will remain as an Authorised Representative within the Group and will continue to provide the best care and advice as well as conduct the popular “Client Briefing Nights” each year. Leah will continue to develop client relationships through the exceptional client service and administration skills you are all well aware of.
We are thrilled to be able to start directly providing the people of Bendigo financial planning services, so be sure to reach out if you have any questions about our services and your financial future.
To access your 50Plus Wealth client portal please check here.