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Oak Four

Your Financial Goals, Made Easy

We pride ourselves on making your financial future easy to understand. We want to help you LIVE rich, not die rich.

Our Philosophy

Oak Four’s philosophy is what sets us apart. It allows us to deliver a different experience, provide a first-class service, and build long-lasting relationships with our clients.

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  • Make the Complex Simple

    Your finances are exactly that: yours. That’s why our goal is to make every aspect of your personal finance simple and clear.

    Instead of using complex financial jargon, we keep things straightforward so you can make decisions from total clarity and confidence.

  • Listen more, Talk Less

    Stephen Covey said "most people do not listen with the intent to understand; they listen with the intent to reply."

    We believe that this cuts to the core of our entire company philosophy and are convinced that our business will be strongest if we truly understand your life goals.

  • People First, Always

    Oak Four’s “people first” mentality places people over profit, every time. We only ever recommend what we think is right for you and give away our knowledge.

  • Embrace the Future

    Using science, academic research, and systems, we work hard to help you reach your future financial goals. This means taking ideas that seem intangible and turning them into very specific, achievable goals!

    Embracing the future doesn’t just mean planning for it. It also requires knowing how rapidly sectors can change and never being afraid to learn more as technology evolves.

We help uncomplicate your life

Your goals start with what matters to you. Our team is ready to meet you where you are, so that we can tailor-make the right plan.

Create a (Simple) Plan

Using face-to-face interviews and advanced forecasting software, we’ll help you understand your current finances, set goals for your future, and co-develop a roadmap to get you there.

Maximise Returns, Minimise Risk

Our philosophy is proven and simple: base every investment decision on peer-reviewed academic research, keep investment fees low, and ensure that every client has a robust, diversified portfolio.

Make Tax Management Painless

Our team looks forward to actively managing your tax to minimise your outgoing costs. We establish specific tax structures that will benefit you in the future. Plus, we keep an eye on changing legislation, so you don’t have to.

Prepare For Life’s Curveballs

“Known Unknowns” are something that all of us will face. Whether it’s a dip in the financial markets or life changing circumstances, we want to help you be prepared for uncertainty.

Work With Us

We want to support you in reaching your financial goals. Why should you work with us?

1
Proven Process We offer a full service process that spans 4 key areas of your life.
2
Transparent Fees You’ll never have to guess how much you’re paying. We have simple, clear pricing for financial newbies and seasoned pros.
3
Peace of Mind Whether you join us after the initial call or not, we want you to walk away knowing that you received great advice and felt valued.
Our services

We’re here to support you.

Supported by a team of experts, our advisors are dedicated to helping you along your journey to find the best possible investment solutions.

What makes us different
Let’s start a conversation about your future

We offer a no obligation meeting to allow us to better understand you, your concerns and your life goals. Let’s get started on this journey together to get you ready for financial freedom.

Let's Get Started