Building wealth through dynamic active investment

Oakleigh Financial is a wealth management and financial advisory firm that specialises in helping you gain attractive investment opportunities in Australia and abroad.

Our investment wisdom comes from a proud history and generational experience in financial advisory and wealth management. Oakleigh Financial’s experienced investment advisers are driven by a commitment to delivering personalised advice to you.

Our investment advisory services encompass a range of facilities to suit differing client requirements, from a bespoke tailored offering to a fully managed transparent and administered investment solution.

Importantly, apart from managing the investments, we provide advisory services around your capital to help achieve long-term outcomes suited to your personal objectives. Considerations can consider aspects such as superannuation structure (SMSF or other), strategy (contribution and retirement planning), asset accumulation (savings plans) and holding structures (investment trusts). In addition, we can review your asset protection requirements (life insurance / income protection) to help protect your family and achieve your long-term goals.