Oak Financial Planning 35 Cotham Road, Kew, Victoria 3101
About the Business
Welcome to Oak Financial Planning, located at 35 Cotham Road, Kew in Australia. As a part of the larger Oak Group Holdings framework, Oak Financial Planning is dedicated to providing top-notch financial planning services to our clients.
Our institution offers a comprehensive range of professional services, extending beyond financial planning to include accounting, lending, and property sales and management services in Melbourne. We pride ourselves on our ability to cater to all aspects of our clients' financial needs, ensuring their long-term success and prosperity.
At Oak Financial Planning, our experienced team of financial experts is committed to helping you set achievable goals and create the lifestyle you aspire to. Whether you are planning for retirement, saving for your child's education, or looking to invest in property, we have the knowledge and expertise to guide you every step of the way.
Located on Level 3 of 35 Cotham Road, Kew, our convenient location is easily accessible to clients in the area. You can reach us directly at 9859 7789 or call our toll-free number 1300 123 OAK (825) to schedule a consultation or inquire about our services.
We invite you to explore the links below to learn more about each business within the Oak Group Holdings framework. Our integrated approach ensures that all your financial needs are met under one roof, providing you with a seamless and efficient experience.
Choose Oak Financial Planning for all your financial planning needs and let us help you turn your aspirations into reality.
Location & Phone number
35 Cotham Road, Kew, Victoria 3101, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Love Dylan's relaxed approach and clarity when sharing about all things finance. It's tough subject and he makes it easy to undertand. Thanks again for being so willing to chat. Highly recommend speaking to Dylan at Oak Financial"
"James is my adviser at Oak financial he's helped me and my wife get on track to meet our financial goals. I would highly recommend him"
"Helpful"
"Use cold calling as a marketing tool. Persistant and annoying."
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