Oakleigh - Professional Investment Management & Financial Strategy

At Oakleigh, we are first and foremost an investment management firm committed to helping you build and protect your wealth. Our expertise lies in delivering high-quality investment management services designed to optimise long-term financial outcomes for our clients.

Oakleigh’s range of investment solutions include three Managed Account options administered on the Macquarie platform or investment in a Managed Fund. These options are designed to suit a broad spectrum of investors, allowing you to choose a solution that fits your specific needs — either as a standalone investment strategy or as part of a diversified portfolio. If our Managed Accounts options are not the right fit for you, we also offer bespoke portfolio management solutions tailored to your individual goals.

More Than Just Investments – A Full Financial Strategy

At Oakleigh, we recognise that successful investing can be only one part of the equation when it comes to achieving financial security. That’s why we can provide a full range of financial strategy services to ensure you have the best possible chance of achieving long-term success. Our expertise extends to:

  • Superannuation & Retirement Planning – Including SMSF strategies and contribution planning

  • Wealth Accumulation & Investment Structuring – Helping you build assets through tax-efficient strategies

  • Asset Protection & Risk Management – Ensuring your financial future is secure with life and income protection strategies

  • Estate & Succession Planning – Structuring your investments to benefit future generations

A Strategic Approach to Wealth

We understand that financial success requires a long-term, well-executed strategy. Whether you engage with our professionally managed investment solutions or work with us to develop a customised financial strategy, our goal remains the same: to help you achieve the best possible outcomes through expert guidance and active portfolio management.

If our investment solutions aren’t the right fit, we can explore alternative approaches or refer you to other licensed financial advisers who may better suit your specific needs.

Your Financial Future Starts Here

At Oakleigh, we can combine expert investment management with strategic financial planning to help you make the most of your wealth.