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Monthly Archive for: "December, 2017"
Home » Archives for December 2017
 Should you lend money to family?
0
By Oak Financial
In Children, Lifestyle
Posted December 20, 2017

Should you lend money to family?

What you should consider before handing over your hard earned savings You’re probably fairly used to helping your family out with a little extra cash here and there. Whether it’s pocket money for [...]

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 Digital payment options could see you spend more this Christmas
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By Oak Financial
In Children, Lifestyle
Posted December 20, 2017

Digital payment options could see you spend more this Christmas

With the festive season just weeks away, Australians are gearing up for the annual peak spending period, and the growth of digital payment options could be widening the gap between what we regard [...]

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 Avoid holiday debt-lag
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By Oak Financial
In Lifestyle
Posted December 20, 2017

Avoid holiday debt-lag

Enjoy a well-earned vacation without bringing home a mountain of high interest debt. I do love a catchy new phrase, and this one made me laugh. “Debt lag” is a new one for me. It [...]

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 2017 has been kind to investors
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By Oak Financial
In Retirement, Super
Posted December 20, 2017

2017 has been kind to investors

As we head towards the end of 2017, it’s worth taking a look at how investment markets have fared over the year. It turns out we’ve enjoyed a pretty good 12 months – especially if you haven’t had [...]

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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.