Oakwood Wealth Management in Mulgrave, Victoria | Financial planner

Oakwood Wealth Management

Locality: Mulgrave, Victoria

Phone: +61 3 9792 1506

Address: PO Box 1103 3170 Mulgrave, VIC, Australia

Website: http://www.oakwoodwealth.com.au

Likes: 581

Add/Update information

Reviews

Tags

• Financial service
• Financial planner
• Financial consultant

25.01.2022 https://thebull.com.au/economy-set-for-2021-lift-despite-w/

24.01.2022 Good article entailing financial lifelines available to those in need.

23.01.2022 https://thebull.com.au/how-to-spot-the-best-stocks-in-2021/

23.01.2022 https://www.ioof.com.au//oct-20/the-coronavirus-correction

23.01.2022 Personal insurance policies which are recommended and implemented by financial advisers are more likely to be paid out. If you have any concerns about your personal insurances get in touch for an obligation free discussion.

21.01.2022 It is time to focus on what we can control. 5 tips for taking control of your finances during Covid-19. #covid-19 #financialcontrol #valueofadvice #expert #advice #clients

20.01.2022 Oakwood Wealth Management can help you rebuild your superannuation balance using proven wealth-building strategies, please get in touch for an obligation free discussion on how we can help.

19.01.2022 We can assist you to build your retirement wealth so you wont struggle in your retirement years.

19.01.2022 If your super has taken a hit over the last few months get in touch with us for some expert advice on how to begin the rebuilding process.

18.01.2022 Important information regarding SMSF's

18.01.2022 Contrary to general belief - Personal insurance does pay out legitimate claims. Get in touch if you have any questions about your existing policies or if you would like to establish a new policy.

16.01.2022 Happy EOFY to all, Oakwood Wealth Management are here to help you with any financially related matter that you may need assistance with during this busy time so please feel free to get in touch.

15.01.2022 Bonds should be utilised in most investment portfolios, read ahead to find out why.

15.01.2022 Personal insurance 2019 claims figures were recently released and below are some observations we wish to share. Over $12 billion was paid out. That’s over $33 million a day. Life (97% of claims paid):... Cancer is by far the number one cause of death claims in men (39%) and women (61%). Accidental death is much more prevalent in men (20%) than women (7%), even topping circulatory system claims (heart, etc.) Total and Permanent Disability (90% of claims paid): Mental health comfortably tops the list for men (24%) and women (27%). Income Protection (95% of claims paid) Accident is the top cause of claim across men (38%) and women (28%). Mental health was the only 5th on the list for men (10%), but a clear second for women (22%). Unfortunately, these figures are tipped to rise in 2020/21 as we further realize the impacts of COVID. Critical Illness (86% of claims paid) For Trauma insurance information was limited, the highest cause of claim was for cancer at 58 percent; Critical Illness/Trauma wasn’t broken down to gender, however its’ importance is clear given the role of cancer as a cause of claim across Life/TPD/IP (particularly Life).

14.01.2022 Are you invested in one of these?

13.01.2022 That's a staggering premium increase - get in touch if you're a concerned Hostplus member.

13.01.2022 https://thebull.com.au/preparing-for-retirement-during-a-p/

09.01.2022 One fund is REST Super, which has suffered a 0.68 per cent underperformance over the last five years. Full list of underperformers can be found in the article.

06.01.2022 Super choice, why is it important?

06.01.2022 Did you know that 45% of Australians right now do not feel confident about retiring? Here are three simple strategies to help build your retirement savings. #covid19 #retirement #superannuation #financialadvice #valueofadvice #expert #advice #clients

05.01.2022 Simply staggering.

04.01.2022 Some basic investment concepts for novices

03.01.2022 We are very pleased to share our new website which is now live. Head on over check it out and get in touch if there is anything we can be of service with. www.oakwoodwealth.com.au

02.01.2022 This Christmas buy shares in the company, rather than their products