New Headquarters for OakWealthTM

OakWealth welcomes you

We are pleased to announce new lodgings for OakWealthTM. In November 2013, OakWealthTM secured new premises in Doncaster East, effectively providing yet more choice of venues for client review meetings. The Doncaster East suites will also be our base and headquarters.

Come check out the new space - we think you'll love it:

Suite 4, Level 1
856 - 860 Doncaster Road
Doncaster East, VIC 3109

Find us on Google Maps

Our telephone and fax numbers and email addresses remain unchanged.

Welcome to OakWealthTM

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:

  • Wealth Accumulation
  • Tax Effective Strategies
  • Retirement and Redundancy Planning
  • Superannuation (including Self Managed Super Fund)
  • Estate Planning
  • Centrelink (Social Security) Strategies
  • Debt Management
  • Income and Asset Protection

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.

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Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and
Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.