The Oak Financial Group is a boutique financial planning firm based in Melbourne, Australia. It operates with a client-first philosophy, aiming to build long-term partnerships to help clients achieve their financial and lifestyle goals. The company provides a comprehensive range of services, including strategic financial planning, superannuation and SMSF advice, investment and wealth creation strategies, and personal risk insurance. They focus on delivering personalized, high-quality advice tailored to individual client needs.

Founded in

United States