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 [...]
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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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.
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.