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Monthly Archive for: "September, 2017"
Home » Archives for September 2017
 Eight steps to improved cashflow… and lifestyle
0
By Oak Financial
In Lifestyle
Posted September 28, 2017

Eight steps to improved cashflow… and lifestyle

Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, [...]

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 Simple money steps for women
0
By Oak Financial
In Uncategorized
Posted September 28, 2017

Simple money steps for women

By AMP, originally published on 26 May 2017. The same approach to managing day-to-day money can be applied to long-term investments. It was Carrie Bradshaw, of Sex and the City fame, who said: ‘I [...]

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    This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Oak Financial Planning Pty Ltd ABN 78 126 751 335, trading as Oak Financial Planning is an Authorised Representative and Credit Representative of Cotham Advisory Pty Ltd, Australian Financial Services Licence and Australian Credit Licence. 516624 (AFSL), 232706 (ACL) Copyright Oak Financial Planning 2017. View our Financial Services Guide here. View our Privacy Policy here. In addition to many other products and services, clients of Oak Financial Planning have access to the Weinberg Private Managed Account investment suite. The Target Market Determination for each of the investments within this product set are listed here and the PDS can be found here. Please contact your Oak Financial Adviser for more information.