What if...
You no longer had to worry about money with a plan for the future that allowed you to achieve everything you ever wanted?
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Book your free financial planning session with a financial planner today! We’ve got offices in Melbourne, Kew East and Boronia or can come to you!
The Oak Financial Planning difference today...

Our broad service offering

Oak Financial Planning is the financial planning division of our larger Oak Group Holdings framework. The Oak Group provides a range of professional services solutions to clients beyond financial planning in Melbourne- including accounting, lending and property sales and management services. Click on the links below to find out more about each business.

Oak Financial Planning
Oak Financial Planning

We can help you to set achievable goals to create the lifestyle you aspire to.

Oak Accountants
Oak Accountants

We work with you to create more profitable outcomes for you and your business.

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