your leading financial planner in parramatta

Who are we?

We have decades of experience in servicing clients from right across the Greater Sydney region and beyond, and regardless of your financial situation, we will be able to assist you. If you need the convenience of a financial planner in Parramatta, located right in the heart of Sydney, who understands your needs and challenges, drop us a line.

As your financial planner in Paramatta, we offer genuine, value-adding support to individuals and businesses alike, and that allows us to support the vibrant, diverse, and hard-working Sydney community.

Oracle Advisory Group is also noteworthy in that we hold our own Australian Financial Services License. That means that we are not linked to a bank or any investment firm, and consequently you can be certain that the advice that we provide will not push partner services and is exclusively in your best interests.

What services can we offer?

Not only do we provide these expert financial planning services, but we are supported by an experienced investment research team that helps ensure that every decision provides an optimal outcome. That team, located in Newcastle, hand-picks the best investments in each sector and passes that information on to us to support your financial goals.

As part of the Oracle Advisory Group, we are further supported by an accounting arm and finance brokerage, allowing for ease of management across your entire financial situation.

What are you looking for in a financial planner in Parramatta?

  • I’m looking to invest and grow my money.
  • I want to plan for my retirement.
  • I want a financial plan that will work.
  • I need help managing my budget and debts.
  • I want help with my superannuation.
  • I want help to manage my personal and business finances.
  • I want help with estate planning for the future.
  • I want to make protect myself and my family with insurance in case something happens unexpectedly.

We offer a free initial consultation with no obligation!

The initial consultation is the opportunity for you to meet your Oracle adviser and discover why we’re the first choice when you need a financial planner in Parramatta. In that consultation, we will use a variety of financial tools to obtain a complete and thorough understanding of:
  • Your personal goals and objectives
  • Your fears and concerns
  • Your current financial situation
  • Your investment experience
  • Your risk tolerance

What is our process?

Our proven Five-Step Process will provide you high quality, tailored financial planning advice to give you the freedom to do the things you want. This process underpins why we are the financial planner in Parramatta that people have come to trust with their wealth and savings.

  • Discovery

    In your initial consultation, we’ll help you identify your financial goals and the gap between where you are and where you want to be. You'll also learn about our wealth management solutions that can help you achieve your dreams.
  • Design

    We will analyze investment options appropriate to your objectives. You'll receive a written financial plan called a Statement of Advice. It includes our recommendations, advice basis, fees, and other factors that influenced the advice.
  • Educate

    Your Oracle adviser will take the time to explain your Statement of Advice to you in a way that's easy to understand. We want you to feel comfortable with the recommendations we make and understand the reasons behind them.
  • Implementation

    Once you’re satisfied and understand the recommendations that have been made, your adviser, along with their administrative support team, will
  • Review

    As circumstances change, so must your financial plan. The best way to ensure you achieve your goals and objectives is to regularly review and fine-tune your investment strategy. A key to this step is your involvement in the process and communication of any significant changes in your life.
  • One of the things that helps us stand out as the leading financial planner in Parramatta is that our process is so heavily customised to your specific needs. Other financial planners will try to push you into an unsuitable strategies that isn’t right for your circumstances, but that only creates stress and inevitably results in poor outcomes. The Oracle difference is that we are collaborative and understanding of each individual’s needs.
  • Implementation

    Once you’re satisfied and understand the recommendations that have been made, your adviser, along with their administrative support team, will
  • Review

    As circumstances change, so must your financial plan. The best way to ensure you achieve your goals and objectives is to regularly review and fine-tune your investment strategy. A key to this step is your involvement in the process and communication of any significant changes in your life.

    One of the things that helps us stand out as the leading financial planner in Parramatta is that our process is so heavily customised to your specific needs. Other financial planners will try to push you into an unsuitable strategies that isn’t right for your circumstances, but that only creates stress and inevitably results in poor outcomes. The

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Why our clients agree we’re the financial planner in Parramatta that you can rely on.

“I moved to Oracle Advisory Group 2 years ago with my existing financial advisor when he left the group in late 2022 I was introduced to Mo Shouman as my new advisor. As with any change, and when it involves one’s life savings, there is an element of trepidation so I challenged Mo to show how he could improve my portfolio and he has. After an in-depth review, he has presented a clear strategic plan going forward which we walked through together. This has given me the confidence, from the initial challenge I set Mo, to see a comfortable retirement, Thank you Mo.”

-Robb

“Ramez is an absolute gem and always a pleasure to speak with. His expertise and guidance have been invaluable!”

-Omar

“Beyond impressed with the thoroughness and professionalism of Mo and his team at Oracle. They have guided me through the re-establishment of my SMSF and insurance/s advice. They offer a personalised and tailored approach that is well-considered and explained. Totally recommend Mo and his team!”

-Alison

“I have used the services of Oracle for several years now for our SMSF. The team are extremely professional and to date, I have been very satisfied with the performance returns. Would happily recommend Oracle to those I know.”

-Ian

“We have been using the services of Oracle Advisory Group for the last 1,5 years for our SMSF. We very much appreciate the help and support, provided to us by our financial adviser Ramiz Mohaia and the Oracle Support Team during the transition period (from Equity to Oracle) and recently. We are looking forward to working with you in the future.”

-Mikhail & Raisa

Just as seeds planted can take many years to develop into a successful crop and bear fruit, so can a financial plan take many years of nurturing and care to realise your financial dreams.

With Oracle by your side, as your financial planner in Paramatta, and in support of your financial dreams, you’ll be making your finances work in a way that you never imagined.

Enquire today to see how Oracle can assist you!
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