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Uncategorized

Home » Uncategorized
 Tips and traps of working part-time
17
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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 Sport lovers enjoy better financial fitness
0
By Oak Financial
In Health, Lifestyle, Sport, Uncategorized
Posted March 29, 2018

Sport lovers enjoy better financial fitness

If your golf clubs have been under wraps or your tennis racquet has been tucked away for some time, it could be worth dusting them off. Research by AMP found Australians who play sport regularly [...]

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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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 What financial records do I need to keep?
0
By Oak Financial
In Uncategorized
Posted May 3, 2017

What financial records do I need to keep?

  Ever feel like you’re drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow. Life can be complicated enough without all the administrative paperwork that [...]

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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.