Business Details
18 Years
experience
Your Trusted Financial Partner in Kew, VIC
Established in 2008, Oak Financial Planning has dedicated itself to empowering aspirational Australians through accessible, personalized financial advice. Our team of over two dozen specialists collaborates closely with clients to uncover financial goals, crafting tailored strategies that evolve with life stages. We prioritise a culture of collaboration, innovation, and technical excellence, ensuring clients receive professional, responsive service. Our process begins with an obligation-free consultation to understand individual needs, followed by goal confirmation, solution identification, and implementation support.We maintain ongoing relationships to adapt strategies as circumstances change, ensuring long-term financial security. As part of the Oak Group Holdings, we leverage multidisciplinary expertise in accounting, lending, and property management to deliver holistic solutions. Our commitment to staff development and recognition ensures sustained service quality, while our investment in the Weinberg Private Managed Account suite provides clients with advanced portfolio options. We operate under the Australian Financial Services and Credit Licences of Cotham Advisory Pty Ltd, adhering to strict compliance standards.
Services
Debt Consolidation
Business Growth
Personal Insurance
Budget Planning
Investment Advice
Retirement Planning
Aged Care Planning
Estate Planning
Details
- Year established: 2008
Highlights and features
- We offer personalized financial strategies tailored to individual life goals
- Our team of over two dozen specialists ensures comprehensive service delivery
- We provide ongoing plan adjustments to adapt to changing life circumstances
- Our collaborative culture fosters innovative, multidisciplinary solutions
- Recognised staff excellence through regular performance-based rewards
What people say
Tailored strategies
Responsive service
Expert guidance
Long-term support
Comprehensive solutions
Services
Debt Consolidation
We help clients simplify multiple debts into structured repayment plans. Our specialists analyse financial situations to create achievable consolidation strategies, reducing stress and improving cash flow. This service suits individuals seeking to regain control of personal finances through professional, customised solutions.
Investment Advice
Our advisers provide tailored investment strategies aligned with risk profiles and financial goals. Accessing the Weinberg Private Managed Account suite, clients receive diversified portfolio options with ongoing performance monitoring. We prioritise education to ensure informed decision-making in wealth-building initiatives.
Retirement Planning
We develop comprehensive retirement strategies considering lifestyle aspirations and financial realities. Services include superannuation optimisation, income stream structuring, and aged care cost planning. Our ongoing reviews ensure retirement plans adapt to regulatory changes and personal circumstances.
Estate Planning
Our specialists create holistic estate plans to protect assets and ensure smooth intergenerational transfers. Services include will preparation, testamentary trusts, and tax-efficient distribution strategies. We coordinate with legal professionals to ensure compliance with current legislation.
Business Growth
We provide strategic financial guidance for business owners seeking growth opportunities. Services cover cash flow management, succession planning, and investment structuring. Our multidisciplinary approach combines accounting and lending expertise to support sustainable business development.
People
Cameron Vallve
Director
Cameron leads our team with over 15 years' experience in financial services, ensuring strategic excellence and client-focused solutions through continuous industry education and professional development.
Peter Hawker
Financial Adviser
Peter specialises in retirement planning, helping clients navigate complex superannuation regulations to maximise pension outcomes while maintaining compliance with evolving financial services standards.
Vince Di Berardino
Financial Adviser
Vince focuses on investment strategies for young professionals, combining risk management principles with growth-oriented portfolio construction to build long-term wealth sustainably.
Amy Chan
Financial Adviser & Mortgage Consultant
Amy provides integrated home loan solutions alongside financial planning, ensuring clients achieve property ownership goals while maintaining overall financial health and investment balance.
Michael Jiang
Operations Manager
Michael oversees our service delivery systems, implementing process improvements that enhance client experience while maintaining strict compliance with Australian Financial Services Licence requirements.
Questions
What financial services do you specialise in?
We specialise in debt consolidation, investment advice, retirement planning, estate management, and business growth strategies tailored to individual circumstances.
How do I start financial planning?
Begin with our free 1:1 consultation to discuss goals, followed by a customised plan creation and implementation support with ongoing reviews.
What makes Oak different from other advisers?
Our collaborative culture combines multidisciplinary expertise with ongoing client relationships, ensuring adaptive strategies and comprehensive wealth management solutions.
Do you offer investment portfolio options?
Yes, clients access the Weinberg Private Managed Account suite with diversified investment choices and regular performance monitoring by our specialists.
Can I get home loan assistance?
Our mortgage consultants provide integrated property financing solutions alongside financial planning to optimise overall wealth outcomes.
How often are financial plans reviewed?
We conduct quarterly portfolio reviews and annual comprehensive plan assessments to ensure strategies remain aligned with evolving personal and regulatory environments.
Reviews (3)
Irwin Hau
Jun 23, 2020
Report
Love Dylan's relaxed approach and clarity when sharing about all things finance. It's tough subject and he makes it easy to undertand. Thanks again for being so willing to chat. Highly recommend speaking to Dylan at Oak Financial
AussieSoulSurfer
Jul 06, 2016
Report
James is my adviser at Oak financial he's helped me and my wife get on track to meet our financial goals. I would highly recommend him
Alleria Zhu
May 27, 2016
Report
Really professional services provided, I was always updated with my investments regularly, highly recommended.
