OakWealth - Camberwell, Victoria

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OakWealth: Your Trusted Financial Planner and Investment Service in Camberwell

Address: T 111/793 Burke Rd, Camberwell VIC 3124, Australia

Phone: 398828288

Website: oakwealth.com.au

OakWealth is a renowned financial planning and investment service company located in the heart of Camberwell, Victoria, Australia. With years of experience in the industry, their team of knowledgeable and dedicated professionals is committed to helping clients achieve their financial goals and secure their future.

Specialties:

• Financial planner
• Accountant
• Investment service

Other points of interest:

• Wheelchair-accessible entrance
• Wheelchair-accessible parking lot
• Wheelchair-accessible washroom
• Washroom
• Appointments recommended

OakWealth prides itself on providing personalized and comprehensive financial solutions tailored to each client's unique needs and circumstances. Their services span a wide range of areas, including wealth management, retirement planning, tax planning, and estate planning. With a deep understanding of the local market and the latest industry trends, OakWealth's team ensures that their clients are well-informed and equipped to make sound financial decisions.

Opinions:

This company has 1 review on Google My Business.

Average opinion: 5/5.

One satisfied client expressed their gratitude for OakWealth's assistance in establishing a sound financial management strategy. The client, preoccupied with the demands of their career and raising children, appreciated the guidance and support provided by Yih Sing and his team. The team helped them navigate their options, offering guidance, coaching, and follow-ups to ensure the clients stayed focused on their long-term financial objectives.

Another noteworthy aspect of OakWealth is its accessibility. The company prioritizes the needs of its clients, including those with mobility challenges, by offering wheelchair-accessible facilities such as entrances, parking lots, and washrooms. This attention to detail reflects OakWealth's commitment to providing a welcoming and inclusive environment for all clients.

In conclusion, OakWealth is a top-tier financial planning and investment service provider in Camberwell. With a dedicated team of professionals, personalized solutions, and a strong focus on client satisfaction, OakWealth is an excellent choice for anyone seeking expert guidance and support in managing their finances and securing their future.

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👍 Reviews of OakWealth

Mei-Ling

5/5

Grateful to have our financial management strategy in place. We are probably the norm in that wealth management is not at the forefront of our minds (thanks to kids and busy careers)! Yih Sing and his team have walked us through our options, and guided, coached and followed up to ensure we don’t lose sight of our longer term objectives. As the kids grow up, I know we will be more active in managing our wealth but in the mean time, it’s incredibly reassuring to know that we have a skilled team keeping tabs and making that facet of our lives a priority.