Oracle Advisory Group in Charlestown, New South Wales | Financial service

Oracle Advisory Group

Locality: Charlestown, New South Wales

Phone: +61 2 4088 6444

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 Return on equity (ROE) is one of the core metrics in financial analysis. ROE measures the profit generated on the capital inserted in a business by its shareholders. In our latest blog post, we have given you the run down ROE & ROIE, to give you a better grasp with real market examples. #equity #investmentmanagement #returnonequity #oracleag #investments #captial #market #stockmarket

25.01.2022 Weve changed the way we interact with our clients on a daily basis. Offering our clients the choice to meet via video call, if they feel insecure meeting in person. We recognise how important it is to keep our clients and our team safe at all times during this critical time in a pandemic. #COVID #safetyfirst #videomeeting #financialplanning #investment #financialadvice #oracleag

24.01.2022 Were proud to aid Ian & Judy into a new improved retirement plan. Let us help you plan the retirement you want! Click here: https://bit.ly/Oracle-retirement

23.01.2022 Could a few plots in the graveyard of ASX be filled soon? ASX has seen no shortage of sub-prime lenders over the years with vastly different degrees of success. Read about our views and analysis on the sector via our recent blog post https://bit.ly/ASX-graveyard-blog #oracleag #financialplanning #investmentmanagment

23.01.2022 The single biggest obstacle to you becoming wealthy is YOU! Procrastination is the killer of results. Start with small actions today, which will lead to large outcomes tomorrow. #investment #investmentmanagement #wealth #financialplanning #oracleag #financialadvisor #financialfreedom

23.01.2022 We're breaking down the online retail landscape post-covid in our latest blog post. Analysing the big online retailers Kogan, Redbubble, Temple & Webster and Adore Beauty. Read more below #onlineretail #online #investment #oracleag #Advice #retail

22.01.2022 5 Days, 5 Financial Goals for the New Year! 5. Start Investing Investing allows you to grow your money at a much quicker rate! Many people invest money successfully on their own, but if you are just starting out, you may consider finding a financial planner to help you achieve your goals. There are many types of investing options to choose from. Some can be appropriate for beginners, while others require more experience. Each investment comes with its own level of risk and r...ewards. Its vital you take the time to research the types of investments and which best suits your investment goals. Goals to help you Start Investing Talk to a financial planner Learn about the stock market Make goals to invest a certain amount each month #investing #financialadvice #financialfreedom #oracleag

20.01.2022 Listen to your gut instinct and ask R U OK? Start the conversation by asking at the appropriate time and place; listen and dont judge them; encourage them to connect with suitable support and lastly check in to see how they are going. We encourage you to visit https://www.ruok.org.au for more tips to help out a workmate or friend.... #RUOK #checkin #starttheconversation #oracleag

20.01.2022 While there has been a lot of discussion over the past few weeks on how quickly Australia can return to normal in a post-Covid 19 world, we think a more important question is, what will normal look like? While we dont have the answer, there are clues on what impact a recession and higher unemployment could have on consumer behaviour and we have positioned our portfolios accordingly. Click to read just how we are doing that. ... https://oracleag.com.au/20//27/what-will-normal-look-like/

20.01.2022 The last couple of months have been difficult for investors and even though the health crisis might be improving, we still have its economic counterpart to get through yet. Weve published a blog post on what exactly happened in the March Quarter, why, and how our portfolios are positioned to deal with it. https://oracleag.com.au//the-new-normal-oracle-update-mar/

19.01.2022 Do you find investing intimidating? Not sure where to start? Were here to help with our latest blog post, guiding you through the various investments options available, how each works and who they are best suited to. Read our blog to find out more #investment #investmentmanagement #financialplanning #stockmarket #shares #bonds #superannuation #propertyinvestment #financialeducation #oracleag

19.01.2022 https://www.foxbusiness.com//warren-buffetts-berkshire-hat

19.01.2022 Considering downsizing your family home? Planning a sea or tree change during retirement, looking to move closer to your grandchildren, or just want to simplify your life. An financial adviser can assist you by determining the financial implications of keeping or selling the family home. We can help you make informed decisions about what to do with the proceeds of the sale ensuring this money works hard for you in retirement. #oracleag #downsizing #financialplanning #advice

18.01.2022 Money is the biggest consistent sources of stress in our lives. To help relieve your stress, we recommend starting with an honest assessment of where you are and where you would like to be financially. In order to establish where you are financially, look at what you own, and what you owe and how much money flows in and out and your current money habits. Try our budget planner to better understand your situation https://oracleag.com.au/cash-flow-budgeting/... #stress #managingmoney #budgeting #financialfreedom #cashflow #honesty #oracleag

18.01.2022 Luke Winchester, portfolio manager of the Oracle Emerging Companies Portfolio recently did an interview with Stockhead about how the portfolio is positioned for the near future and what stocks the portfolio has added in the downturn. You can read the interview here: https://stockhead.com.au//these-asx-stocks-could-outperfo/

17.01.2022 This morning, our Newcastle team enjoyed a delicious morning tea, raising $300 for the Cancer Council Australia. A big thank you to Sharon Goodwin for organising and the team for bringing in such delicious food and Bikkie CO. for the yummy cookies. #biggestmorningtea #cancercouncil #oracleag #support #team #morningtea #bikkieco #leftovers

17.01.2022 One of the biggest concerns in retirement planning is ensuring your money will last the distance. In our latest blog article, we've compiled several tips to ensure your money will last for the duration of your retirement. #oracleag #retirementplanning #retire #financialplanning

17.01.2022 Did you know, were also a lending specialist? Its the perfect time to lock in your mortgage, with all-time low interest rates. Talk to our team of lending specialists today. https://oracleag.com.au/lending-specialists/ #lending #refinance #lendingspecialist #homeloan #oracleag #financialplanning

16.01.2022 Start building up your emergency fund today! It's times like these that really highlight the importance of having a emergency fund. An emergency fund is a stash of money set aside to help you weather the storm due to unforeseen circumstances, whether it's for an unexpected car repair, job loss or global health pandemic. We recommend putting a small amount aside each week or each pay period in a separate account from your regular day to day account. Don't put it off, start your emergency fund today. #oracleag #finanialplanning #emergencyfund #savingsaccount

16.01.2022 The effect of covid-19 is continuing to effect Australians home loan repayments. With almost 100,000 Australians could soon default on their loans. It is always our advice that if you can afford to make repayments you should. Our expert lending team can help assist you with your individual home loan https://oracleag.com.au/lending-specialists/ #lending #refinance #lendingspecialist #homeloan #oracleag #financialplanning

16.01.2022 Make sure your retirement money will last the distance! One of the biggest risks in retirement is that of outliving your savings. An Financial Adviser will help you calculate the amount of super you’ll likely need for your retirement based on your short, medium and long-term goals and they’ll tailor a personalised strategy for growing your nest egg while you’re still working. #oracleag #retirement #retirementplanning #financialplanning #advice

15.01.2022 5 Days, 5 Financial Goals for the New Year! 4. Learn about Money & Finances It's vital to learn more about how to successfully manage your money. Try researching online, reading financial books and talk to a trusted family member.... Goals to learn about Finances Read a book about personal finances Enroll in a personal finances class Talk to a financial planner #learn #financialadvice #financialfreedom #oracleag

15.01.2022 How much super do I need to retire? This depends on what you envisage as a comfortable retirement. In our latest blog post, we have detailed the costs of retirement and tips to help you build up your retirement savings. #financialplanning #oracleag #financialadvisor #financialfreedom #superannuation #retirementplanning #retirement #savingstips

15.01.2022 By being modest in your spending, you can ensure you will have enough for retirement and can give back to the family and community as well. #oracleag #financialfreedom #advice #financialplanning #retirement #retirementplan #financialadvisor

15.01.2022 Thinking of easing your workload and adjusting your work/life balance? A transition to retirement strategy might be a solution for you. #oracelag #retirementplanning #retirement #financialplanning

15.01.2022 Were all eating from the same pie! At Oracle we believe its paramount to practice what we preach, which is why our team are invested in the portfolios alongside investors. #investment #investmentmanagment #financialgoals #oracleag

14.01.2022 A new financial year ahead...

13.01.2022 No one likes to think that something might happen to our health or our familys health. But if you dont prepare, you can run the risk of not having adequate provisions for unexpected death and illness. Some risks are unavoidable and its vital to cover yourself via personal insurance. We have outlined the four core personal insurance types and how they work in our most recent blog post. #personalinsurance #financialplanning #oracleag #insurance #lifeinsurance #traumainsurance #incomeprotection

13.01.2022 5 Days, 5 Financial Goals for the New Year! 2. Start Saving Money Saving money is key to your financial freedom! Start by saving at least 10% of your income each month, you'll be surprised how quickly it will add up.... Goals to help you Save Reduce your utility bills Set a monthly savings goal Set up a separate savings account #savings #financialadvice #financialfreedom #oracleag

12.01.2022 MEET LUKE! Research Analyst at Oracle Luke is our portfolio manager of the Australian Equities Portfolio. He has a keen personal interest in business and finance in his analysis of ASX-listed companies. Weve asked Luke some questions, to get to know him a little better...... What do you enjoy most about your job? The part of my job I enjoy the most, is when it comes time to value a company. I am a numbers guy, so I always find it fun to dig into the numbers and come up with assumptions and projections based on real world observations that will feed into what I think a company is worth. What investment advice can you give? First, invest in what you can understand. If you can understand the business model of a company, you halfway to understanding if something is a good investment. Second, look for profitable companies with secular tailwinds. What this means is you need to ask yourself, Will this business be bigger and more valuable in 5-10 years time? If a company can pass both tests you are well on your way to finding a good investment. To learn more about our team head over to https://oracleag.com.au/about-us/our-team/ #oracleag #meettheteam #investment #ResearchAnalyst #Staff #financialplanning #teamculture

12.01.2022 Things to consider... very important to understand the full details of a SMSF and the risk before going into one... https://www.afr.com//ato-worried-about-12b-in-smsf-loans-2

12.01.2022 5 Days, 5 Financial Goals for the New Year! 3. Get out of Debt Getting out of debt is another key step to taking control of your finances. By focusing on getting out of debt, you can reduce the amount you pay in interest. Start by setting up a debt payment plan, then make a commitment to stick to your payment plan all year long. You will feel incredible once you're debt-free and you'll have the freedom to do the things you've been putting off. Goals to get out of Debt... Set up a debt payment plan Reduce spending to pay off debt Sell items to pay off debt Get a second job to help pay of debt #debtfree #financialadvice #financialfreedom #oracleag

11.01.2022 Cancer Australia has announced a massive drop in cancer tests and operations with a reduction of 30 to 50%. The Australian government is urging Australians to get tested and catch it early. We encourage our clients to prepare for the unexpected including an illness or potentially death. We can help you choose the right personal insurance to protect you and your family. The first step is having a conversation https://oracleag.com.au/contact/ #personalinsurance #insurance #canceraus #oracleag

10.01.2022 https://www.nytimes.com/2019/02/18/opinion/index-fund.html

09.01.2022 Not much longer... Are you ready? Have you made any plans?? Are there options that you can do now before the end of the year? Make sure you talk to your team/ your personal board, your lender, your accountant, your financial planner! ... Contact Oracle Advisory Group Today! 02 4088 6444 Or book your appointment today CLICK the link below: https://outlook.office365.com//[email protected]/bookings/

08.01.2022 Let the non performers go! Dont waste your time on non performing investments, invest your time on those who are performing well. #investment #investmentmanagement #wealth #financialplanning #oracleag #financialadvisor #financialfreedom #stockmarket #success

07.01.2022 Need help with your budgeting? Weve got you covered with our step by step guide to setting up a successful budget and achieving your personal financial goals. #budget #save #savingsgoals #financialplanning #howtobudget #finanicaladvisers #oracleag #savenowspendlater

05.01.2022 Which are you? A hare is impatient, fidgety, impulsive, and looking for instant results. A tortoise is patient, cautious, persistent, and prepared to wait a while. #investment #investmentmanagement #wealth #financialplanning #oracleag #financialadvisor #financialfreedom #stockmarket #success

05.01.2022 MEET SHARON! Sharon is a financial advisor and she has been working in the financial services industry for over 25 years, in the banking as well as financial services industry. We've quizzed Sharon, to get to know her a little better... What do you enjoy most about your job? I enjoy the conversations around each client's individual plans for their future and helping them map out the best way to reach as many of those goals as possible. We sometimes come across hurdles, but wi...th a proactive approach and open discussions, we can often overcome them through alternate strategies and a different perspective Tell us an interesting fact about yourself? I can be found either boxing, kickboxing, trying to lift weights (that’s a new hobby) or taking walks around our beautiful beaches in Newcastle. #oracleag #meettheteam #teamculture #financialadvisor

05.01.2022 https://finance.yahoo.com//bye-bye-trade-war-china-1606274

04.01.2022 5 Days, 5 Financial Goals for the New Year! 1. Start a Budget! Budgeting is the most most important thing you can, to be financial successful. Setting up the budget may seem intimidating but that shouldn't stop you! ... Goals for you Budget Set SMART goals Make a plan to manage your spending DON'T forget to adjust and review Share the responsibility #budget #financialadvice #financialfreedom #oracleag

04.01.2022 Weve got the crew from Beech & Co. in the office today. Filming some insightful financial videos Coming soon! Watch this space #financialplanning #filmingday #video #oracleag #investment

02.01.2022 SAVE THE DATE! ORACLEs Autumn Seminar 2019

02.01.2022 Oracle Managed Portfolio allows you greater control when managing your investment or super. Oracle managed accounts facility gives you the ability to nominate individual stocks for inclusion or exclusion from your individual portfolio. Our underlying investments are actively managed, which gives you the opportunity to potentially outperform the market. Why not contact us, to learn more about Oracle Oracle Managed Portfolio today http://ow.ly/ufm850Cl7GS #oracleag #super #superannuation #financialplanning

01.01.2022 Youre never too young, to learn about money! Our Managing Director Peter, is passing on his knowledge to the next generation #oracleag #money #financialplanning #investmentmanagement #investments #financialeducation #knowledgeispower #nevertooyoung #nevertooearly

01.01.2022 Be honest whats your financial spirit animal? Tell us Zopas research has uncovered the links between financial decision-making and the behaviour found in the animal kingdom. Squirrels & Antelopes were the most popular UK financial behaviours. #financialplanning #yourmoney #oracleag #financialadvisor #financialfreedom #spiritanimal #behonest #zoyaspirit