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Author Archive for: "Oak Financial"
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 Elana Ganieva
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By Oak Financial
In
Posted June 25, 2021

Elana Ganieva

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 Tuscanny Yankos
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By Oak Financial
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Posted June 25, 2021

Tuscanny Yankos

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 William Jackson
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By Oak Financial
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Posted November 18, 2020

William Jackson

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By Oak Financial
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Posted November 18, 2020

William Jackson

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By Oak Financial
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Posted May 8, 2020

Jordan Andrews

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By Oak Financial
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Posted August 28, 2019

Cameron Forsyth

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By Oak Financial
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Posted August 28, 2019

Adele Fazzolari

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 Ann Hamilton
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By Oak Financial
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Posted August 28, 2019

Ann Hamilton

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 Tips and traps of working part-time
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By Oak Financial
In Uncategorized
Posted February 19, 2019

Tips and traps of working part-time

If you’ve ever daydreamed about working fewer hours, returning to a shorter week after having a baby or reducing your work days before retirement, there’s a lot to consider before making the move [...]

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 Buying a home, not a house
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By Oak Financial
In Business, Housing, Lifestyle, Real-Estate
Posted February 7, 2019

Buying a home, not a house

Congratulations! So you have decided you want to buy a home to really live in. No matter if this is your first property, upsizing/downsizing, or moving between states – selecting where to live [...]

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    Oak Financial Planning
    • Our team
    • Our difference
    • Blog
    • Contact us
    Learn More
    • Debt Consolidation
    • Business Growth
    • Personal Insurance
      • Budget Planning
    • Investment Advice
    • Retirement Planning
    • Aged Care Planning
    • Estate Planning
    Get in touch

    Oak Financial Planning
    Lvl 3, 35 Cotham Rd,
    Kew VIC 3101
    03 9859 7789
    1300 123 OAK (825)

    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 AMP Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence. 232706 (AFSL), 232706 (ACL) Copyright Oak Financial Planning 2017. View our Financial Services Credit and Advice 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.