We’re here to support you
Each relationship revolves around a comprehensive plan built on a thorough understanding of your goals. Our advisors are supported by a team of experts dedicated entirely to identifying the best possible solutions for you.
What makes us different?
Financial Planning
We listen to your concerns and understand your goals so we can help effectively.
Investment Management
Our team will help you maximise your returns and minimise your risk using the science of investing.
Tax Planning
Pro-actively managing your tax each year to minimise your outgoing costs.
Life Planning
We help with the uncertainty of life by ensuring that things are in place for the future.
Why choose OakFour
People like YOU work with US because securing your financial future is our #1 goal.
- We listen to your concerns so we can understand them.
- We make the complex simple.
- We plan for the future so that you can live in the present.
- We always put YOU first.
Our process for your financial success
Your financial success, and the road to get there, should be simple to understand. Here’s a snapshot of our process:
News & Resources
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“Our goal at Oak Four is to simplify and clearly communicate every aspect of personal finance. We consider our approach the antidote to some other advisers who use complexity and jargon as a sales tactic. Instead, our belief is that the highest value we can deliver is to turn our knowledge into your personal understanding.”