Our foundation clients have known Yihsing Koo, our Principal and Adviser, for many years. We are humbled by the trust you continue to place in us and strive to exceed your expectations on the five dimensions of what is now known as the OakWealthTM Service Model.
OakWealthTM is a premium provider of financial planning services. We cover a wide range of advice areas including:
When you appoint us to serve your financial planning needs, you are opting for a customised solution designed to achieve your financial goals and with a focus on growing wealth that is sustainable. We pride ourselves on quality advice that is supported by technical excellence, our accessibility to you and the effective articulation of financial concepts and strategies critical to your financial plan. In addition, because we are fee for service, you only pay for the services you require. All clients are covered by the OakWealthTM 5-Point Service Model, our service pledge to you.
For an overview of the end-to-end planning process and to discuss how we can help you, please contact us.