Ethical Financial Planners

OakView Financial, From Humble Beginnings
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Trusted Holistic Financial Advice

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1300 160 796

Trust Is Earned

Our Financial Planning Story

OakView Financial is the most trusted financial planning firm in Australia, providing long-term holistic strategies for couples, families and individuals. Using an innovative model of trust and long-term advice, founders Bart and Sevy noticed a huge gap in the market for affordable personal financial advice and set out to build a firm based on honesty, integrity and transparent financial experts.  

Everyday Values, For Everyday Australians

OakView Financial Values

Bart and Sevy accumulated their knowledge and introduced a highly skilled team of financial planners to service the needs of everyday Australians. The core values of OakView Financial are clear and simple:

  • Honesty
  • Integrity
  • Reliability
  • Trustworthy
  • Consistency
  • Exceed Expectations
Tree of Wealth

Your Financial Journey

OakView Growth Plan

Seeding

  • Retire in Style
  • Generational Wealth
  • Reap the Rewards

Blooming

  • Transition to Retirement (TTR)
  • Trust Structures
  • Self-managed Super Funds
  • Social Security Strategies

Branching Out

  • Leveraging and Gearing
  • Deductable Debt
  • Investments (Property & Shares)
  • LVR

Trunk

  • Cashflow and Budgeting
  • Family Home (PPR)
  • Debt Reduction
  • Estate Planning

Roots

  • Superannuation
  • Insurances

Seedling

  • No Growth Plan
  • No Strategy
  • No Direction

Get In Touch

9 + 4 =

Level 4, 12-14 Marine Parade
Southport, Queensland, 4215

1300 160 796
info@oakviewfinancial.com.au

OakView Financial Pty. Ltd.

ABN: 89 629 420 391

AFSL: 513068

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