Oakleigh Financial provides wealth and portfolio management services to retail, wholesale and corporate clients.
Our Mission
Our full service wealth services work with clients to achieve their wealth objectives and help investors maximise investment performance whilst effectively managing their portfolio and exposures.
Our experienced advisers work well in partnership with clients, including SMSF trustees, to evaluate strategies to increase the rate of portfolio return or decrease portfolio drawdown exposure.
Our advisers also provide derivative services around portfolios, allowing the opportunity to take advantage of more sophisticated enhanced income or protection strategies.
As an Oakleigh Financial client you may have the opportunity to access Initial Public Offerings (IPO's) and depending on your level of experience, other equity capital raisings.
“Tim is the definition of a professional. His knowledge of the financial markets and ability to identify trade opportunities is second to none. As a business partner of Tim’s, I can say that he has the uncanny ability to look at challenges from a different perspective and identify solutions that others simply can’t see. I would have no problem recommending Tim to anyone looking for a trustworthy Stock Broker.”