Skip to content
Financial Planning
FP MM Image

We help you make confident financial decisions today, so you can enjoy a more secure tomorrow.

Count Insignia-gold
Wealth building

Build long-term wealth with strategies for investing, saving and managing your cash flow.

Count Insignia-gold
Protection & planning

Protect what matters most with insurance, estate planning and strategies for life's moments.

Count Insignia-gold
Retirement & later life

Plan for a comfortable retirement with personalised strategies for every stage of later life.

Investment Management
IM MM Feature

Our investment solutions are designed to help you build, protect and grow your wealth.

Count Insignia-gold
Our Investment Business

Discover our investment philosophy, meet our team and explore the strategies that help clients invest with confidence.

Lending
Lending MM Image

Expert lending advice to help you finance your next home, investment or business opportunity with confidence.

Count Insignia-gold
Home & Investment Loans

Finance your next home or investment property with tailored lending solutions.


Count Insignia-gold
Refinancing

Review your current loan and explore opportunities to reduce repayments or unlock equity.

Count Insignia-gold
Personal & Car
Loans
Flexible finance for vehicles and life's important purchases, tailored to your budget.

Count Insignia-gold
First Home Buyers
Guidance through every step of buying your first home, helping you secure the right loan.
Count Insignia-gold
Business
Loans

Funding solutions to help your business grow or expand with finance tailored to your needs.


Count Insignia-gold
Lenders Mortgage Insurance

Understand how LMI can help you secure a home loan.

Accounting
Accounting MM Image copy

Expert accounting services and tailored advice to support your financial success and help your business thrive.

Count Insignia-gold
Personal Accounting & Taxation

Tax returns, planning and advice tailored to your individual financial situation.


Count Insignia-gold
Bookkeeping

Accurate, reliable bookkeeping to keep your records organised and up to date.

Count Insignia-gold
Business Coaching
& Advisory
Strategic advice and coaching to help you make confident decisions to grow.

Count Insignia-gold
Business Services
Practical support for day-to-day operations so you can focus on growing your business.
Count Insignia-gold
Self Managed
Super Funds

Complete SMSF administration, accounting, and audit to keep your fund compliant.

About
About MM Image

Get to know the people, values and story behind Count Wealth.

Count Insignia-gold
Our Story

Discover how we began and where we're going.


Count Insignia-gold
Values & Beliefs

The principles that guide everything we do.


Count Insignia-gold
Our Team

Meet the people dedicated to your success.

Count-Wealth-37
Count Insignia-gold
Contact Us
Whether you're planning for the future, growing your wealth or simply have a question, our experienced team is here to provide tailored advice and help you achieve your financial goals with confidence.

Riding the wave

06 August 2021

Riding the wave of life has many highs and lows, when striving to achieve your personal goals in life.

Owen Wright, champion Australian surfer has handled the lows of injury and the highs of winning an Olympic medal recently at the Toykyo Olympics.

The recent coverage from the Toykyo Olympics, from the event partners has been second to none, and the spectacle firmly on the athletes. There was no mention of no crowds, and the athletes continued to break records one after another, despite not being cheered on live by their adoring fans.

I have been fortunate enough, these Olympics to share the experience with children. Aspiring athletes in any their own right. My two boys, one of which just loves to swim, he trains most days and has competed in state titles. While my other son desires to be a professional track athlete, with no training, he has won events from the 400m to the triple jump at a representative carnival recently. In fact, his triple jump would have given him a silver medal in the Queensland Athletics Championships last year.

With the Olympics in Brisbane in 2032 confirmed, my boys daring to dream big. They have been inspired by watching their heroes on the TV.


Owen Wright

One hero that hasn’t had much fanfare, however, is extremely deserving is Owen Wright, Australia’s first ever Olympic medalist in surfing. Owen started his Olympic campaign by losing his heat in the first round, but luckily, he was gifted a wild card lucky loser heat, which he then went on to win. He had to do it the hard way to get Australia’s their first surfing medal, by beating the best competition surfer in the world to win his medal.

To give you some background how far Owen Wright has really come, in 2015 he suffered a crippling head injury. He was left with brain trauma and unable to feed himself, or walk, let alone get on a surfboard. Yet over the course of 12 months, with the help of others he slowly rebuilt his mind and his body. Owen continued his recovery journey and was rewarded by the opportunity only 3 others before him have, to surf for Australia in the Olympics.


Plan to achieve gold!

You might ask what surfing has to do with your financial situation, well hang in there and I will explain. There are many peaks and troughs, in life as there are in investing. The euphoria of riding that perfect wave of investment returns, only to be dumped by an event nobody saw occurring, happens all too often. However, with the help of a professional financial advisor and a tailored financial plan, you too can be helped to achieving your goals, no matter how big or small they are.

Owen, I am sure had a plan in place – to surf at the highest level and ultimately win a medal at the 2021 Olympics in Tokyo. However, through his plan he would need to achieve multiple targets along the way. This is just what we do with our clients to ensure they are on track, and in the best financial shape they can be. Like many of us, we want to retire as soon as we can and save as much money as possible for your retirement nest egg. For many of us its’ about getting access to the aged pension, for others helping their children or grandchildren out. Like the goal of the gold medal, you to have goals, our approach to your lifestyle needs is based around these goals.


Your Investment and Lifestyle team

Oracle Advisory Group assists you as part of your investment and lifestyle planning team. Think of us as the person that is holding you accountable to taking the grandchildren on that holiday, doing those renovations, buying the ram truck to tow the caravan. Also, we are there when times are not so good, negative portfolio returns, a terrible diagnosis, or worse still the loss of a loved one.

We are there for the whole process during both the highs and lows of life.

Like Owen, you are out their riding the wave, we are in the background ensuring everything can be done to ensure you are financially fit enough to achieve your own lifelong goals.

Get in touch with us today for complimentary consultation to discuss your financial position and we can provide you advice tailored to your unique situation.

Important information - Oracle Advisory Group makes no representation or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. The information in this document is general information only and is not based on the objectives, financial situation or needs of any particular investor. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek their own professional advice. Past performance is not a reliable indicator of future performance. The information provided in the document is current as the time of publication.

Enquire today to see how we can help.
Contact us