Oakbridge Financial Planners And Superannuation
Superannuation in South Perth

We offer the best management in the area. Financial services 94742655 oakbridge - financial planners with numerous years of understanding who can help individuals in improving their financial position by giving specialist advice in transition to retirement, salary sacrifice, superannuation strategy and implementation, portfolio management and risk assessment. More info in our website.

We IMPLEMENT the strategies that will ENRICH your life. Oakbridge Group is the financial and accounting services company that was established in 1988 by two business partners. Over the years we have grown to 15 employees that provide services to over 300 clients. At Oakbridge, our primary objective has everlasting been to provide a full suite of financial and accounting services with the client beginning focus. Clients can have a stuffed istrationCompliance and Investment Management service all under one roof. There is no need for a separate stockbroker. People readily insure assets such as their home and car, but they often overlook the need to insure their maximum cherished asset, themselves. No matter how comprehensive and prosperous your investment plan may be, the maximum important asset you and your family have is your health. Being injured or dying prematurely are subjects we would prefer to retain at the back of our minds. Trauma: Provides a lump sum benefit on diagnosis of specified critical illnesses, such as heart attack, cancer, stroke or loss of autonomous existence. Our Portfolio Management service will design, implement and manage a portfolio of investments specific to your needs, without incurring brokerage or commissions every time you purchase sell an investment. Entire contribution assessment, where applicable. recognizing that cranky border expertise is required, Oakbridge have combined our nearly 30 years' experience as Financial Planners in Australia with a UK based Financial Planning firm, which specialisms in UK pension transfers. Have a relationship with a team of people dedicated to delivering your retirement strategy. As a Senior Financial Planner with over 28 years' experience, he is well placed to provide tall smooth strategic advice and enjoys interacting with clients and other advisers within the Group. John is a Senior Financial Planner with over 13 years’ experience in the financial services industry. He has been a member of the West Coast Eagles for the last 12 years. Richard has over 30 years’ experience as a Public Accountant. Emma is the Practice Manager for Oakbridge Group overseeing the day to day financial operations of the Group, as well as maintaining ongoing accounting client relationships. Neil has immense relationships with clients and receives a lot of personal satisfaction from helping them on their path to achieving their financial objectives and goals in life. Neil has potent family values and enjoys spending time with the family and going to the beach and doing anything outdoors in Perth. Haley is the one who designs our advice documents and manages the engine room which provides an crucial link between your adviser and the administrative support team. Her highest motivation comes from helping clients, staff, friends and family make the most of what they have to accomplish their own personal version of success. Carissa has recently got married to the love of her life Josh.