The Sydney Financial Planners That You Can Trust
At Oracle advisory group, we have long been regarded as the local financial planners of choice. The broad range of services that we offer make us one of the most experienced and customer-orientated Sydney financial planners – we are there to provide whatever accounting support our clients need. Our Sydney-based clients benefit from the convenience of both CBD and Paramatta office locations, and a full suite of financial services available from both.
Our standard financial planning services include:
As Sydney financial planners, we understand the needs and economic circumstances of our customers. As locals we know what it’s like to live in Sydney, and where the challenges and opportunities lie around financial planning.
Our services also apply across the entire life of our customers. We offer retirement planning, helping our clients with their plans to retire, the transition into retirement and aged care. We also provide real expertise in building wealth towards retirement, providing clients with expert guidance on SMSF administration.
Service depth makes us the Sydney financial planners of choice
At Oracle, we also provide clients with investment services, assisting with their portfolio, whether that holds cash, ETFs, managed funds, ASX securities or international securities.
We are also the lending partner of choice for many of our individual and corporate clients across Sydney. Looking to finance a trip for personal recreation, organise a loan for a new home or investment property, build a business line-of-credit to get your great idea off the ground, or make equipment purchases via asset finance? We can assist with finding the right loan and finance that fits your needs, with competitive interest rates and whatever flexibility you might need.
Our extensive list of loan providers – with over 40 available – ensures that you have access to the broadest range of options possible.
At all times we remain totally compliant with the Mortgage and Finance Association of Australia (MFAA) and other industry standards, while also offering a modern, innovative lending platform that will help to fast-track results and cut through red tape. It’s why we’re seen as the best in Sydney – we make everything easier.
Learn more about our leading Sydney financial planners service
We believe firmly in personalised service. With seven locations across Australia, we are highly accessible to our clients, and our highly tailored approach to financial advice for life means that we are in it for the long haul with each and every one of our customers.
We have decades of experience within the group – over 30 years across both financial planning for individuals and businesses. Our holistic approach to support, which is about finding the right solution for you rather than recommending the solution that is ideal for us, has made us among the most respected financial planners across the state.
There is no better time to get on top of your financial situation than now. You’ll find that with Oracle in support you’ll be making your money work for you in a way that you never imagined.
For more information on why we’re the Sydney financial planners of choice for locals, click here 02 4088 6444