Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
Located in the heart Byron Bay industrial area, our office opened its doors in July 2023. We offer a comprehensive range of financial services designed to support every stage of your financial journey.
Our dedicated local team is here to help you achieve lasting financial success, whether you need expert guidance with taxation, business solutions, or financial planning. With a personalised and professional approach, we ensure your experience is efficient, stress-free, and focused on delivering real results.
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Home loans, refinancing, and business lending arranged through our credit team.
Albert is a Financial Adviser at Oracle Advisory Group, he services clients across the Northern Rivers area.
Albert commenced working in the financial services industry in 2004, initially working with small businesses and high-net-worth clients before moving into financial planning in 2009.
Albert takes the time to understand his client's past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suits each client.
It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.
Outside work, Albert enjoys camping and spending time with his family.
4A/18 Centennial Circuit
Byron Bay NSW 2481
02 5643 9066
Monday to Friday: 9:00am–5:00pm
Saturday & Sunday: Closed
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We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.
Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.
I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.