Financial Planning


Financial planning is the process of

  1. assessing your financial situation,
  2. determining your objectives, and
  3. formulating financial strategies of how to achieve them.

This process needs to address areas of investment and tax planning, asset allocation, risk management, retirement planning and estate planning.

Specific financial planning and investment advice should only be provided by appropriately licensed and qualified individuals.

Over the last few years, we have been actively seeking a business partner to deliver a financial planning service offering that aligns with our vision to provide you access to a comprehensive range of quality financial services. An extended search over a period of three years brought us to Yihsing Koo and his business, OakWealth. Yihsing and his team joined us officially in December 2012. Our financial planning service is now delivered by OakWealth.

For more information, please visit www.oakwealth.com.au.

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