Welcome to SilverOak Financial Centre
The advice we give has the potential to change lives for the better by providing financial security, peace of mind, and strategies that help maintain direction through the bustle of day to day events.
SilverOak Financial Centre stems from businesses that commenced in 1977. The SilverOak is an Australian tree that represents fertile growth and protection whilst being firmly anchored to the ground. This is how a good Financial Plan works it provides financial growth and protection, whilst being firmly anchored to sound fundamentals.
Everyone is different our aim is to understand you and your financial circumstances, identify opportunities and strategies, and then help you make the most of them.
Our experience and knowledge helps people to:
- save money,
- invest responsibly,
- protect against risks,
- grow assets,
- reduce debt,
- create cash flow,
- reduce taxation,
- plan for and cope with major life events such as buying a home, having a family, death, illness and injury
- changing jobs, retirement, and aged care
- maximise entitlements to Government benefits,
- plan for generations to come.
We hold our Licence through AMP Financial Planning Pty Limited. This means that you benefit from the support and oversight of one of Australia’s largest, oldest and most reputable institutions.
As well as AMP’s offerings; our strategies utilise products and services from many different investment managers, insurance companies, legal services, accountants and technical specialists.
Please read our Financial Services and Credit Guide
Advice we specialise in
- Retirement planning
- Financial planning
- Small business advice
- Investment planning
- Superannuation
- Wealth management
- Wealth protection
- Company insurance
General advice we provide
- Banking solutions
- Estate planning
- Salary packaging
- Debt management
- Group insurance
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