oak capital

About of Oak Capital

A boutique financial planning company, Oak Capital provides its clients with a high level of individualised care. The business approaches financial planning holistically, taking into account a client's total financial situation rather than just their investments. The company bases its investing strategy on a long-term, strategic approach that is intended to help clients accomplish their financial goals while reducing risk.

Retirement planning, superannuation planning, insurance planning, tax planning, and estate planning are just a few of the financial planning services provided by Oak Capital. Also, the company offers investment management services, such as asset allocation, portfolio design, and management.

Features and Benefits of Oak Capital

Focusing on customer service is one of Oak Capital's distinctive qualities. The company approaches financial planning with a personalised approach, adjusting its services to meet the particular requirements of each client. Additionally, the business provides ongoing support and guidance to its clients, assisting them in navigating the financial world's intricacies and coming to wise conclusions.

The investment strategy of Oak Capital is another advantage. The company adopts a long-term investing strategy, concentrating on high-quality, diversified investments that are intended to produce impressive returns over time. Based on thorough study and analysis, the company's investing approach aims to reduce risk while increasing returns.

Additionally, Oak Capital gives its customers access to a number of financial planning and investment management tools. Modern technology is used by the organisation to give clients immediate access to information about their investments and financial planning. This enables clients to keep informed about their financial development and make wise investment decisions.

Services Offered by Oak Capital

Oak Capital offers a range of financial planning and investment management services to its clients. These services include:

1. Retirement Planning - By creating a thorough retirement plan that takes into consideration their income, spending, and long-term financial goals, Oak Capital assists customers in planning for their retirement.
2. Superannuation - The company helps clients manage their superannuation accounts to maximise their profits and offers advise on superannuation.
3. Insurance: To help clients secure their assets and reduce their financial risk, Oak Capital offers a variety of insurance alternatives.
4. Tax Planning - The company gives clients advise on tax planning to reduce their tax obligations and increase their after-tax income.
5. Oak Capital's estate planning services assist clients in making arrangements for the transfer of their property after their passing, ensuring that their final wishes are honoured and that their loved ones are taken care of.

In addition to these services, Oak Capital also provides investment management services, including portfolio construction and management, asset allocation, and investment strategy development.

Types of Accounts in Oak Capital

Oak Capital offers a range of investment accounts to its clients, including:

Managed Funds

Oak Capital gives customers access to a variety of managed funds, such as multi-asset, fixed income, and equity funds. Some of the top investment managers in the world oversee these funds.

Direct Shares

The company gives clients access to a variety of direct shares, allowing them to invest in certain businesses.

Investment Bonds

Oak Capital provides investment bonds as a tax-efficient means of making market investments. These bonds offer a variety of investment possibilities and can be used to pay for retirement or educational costs.

Oak Capital offers guidance and assistance to clients wanting to establish and administer a self-managed superannuation fund (SMSF) (SMSF). This service comprises help with the fund's creation, rule compliance, investment management, and ongoing assistance.

SMAs, or separately managed accounts, are a method for clients of Oak Capital to invest in a diverse portfolio of assets under the expert management of licenced investment managers. SMAs provide greater transparency and control over investing decisions and are a tax-efficient option to invest in the market.

Oak capital opening hours

Day	Opening Hours
Monday	9:00 AM – 5:00 PM
Tuesday	9:00 AM – 5:00 PM
Wednesday	9:00 AM – 5:00 PM
Thursday	9:00 AM – 5:00 PM
Friday	9:00 AM – 5:00 PM
Saturday	Closed
Sunday	Closed

Oak Capital contact details

Contact Details	Information
Bankstown Address	Suite 1, 1-7 Rickard Rd, Bankstown NSW 2200, Australia
State	New South Wales
City	Bankstown
Bankstown Phone Number	+61 2 9796 1166
Customer Care Number	1800 001 222
Head Office Address	Suite 1801, Level 18, 56 Pitt Street, Sydney, NSW 2000, Australia