Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
QUEENSLAND
Building on a nationwide heritage of leading financial services and expert advice to businesses and individuals from all walks of life, we have the reputation of being the financial planner Gold Coast locals can rely on for a good reason.
We deliver advice and services that are tailored to your own specific needs, and we are a partner to your financial success and health at every step of the way.
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.
Shop 8, 1 Brygon Creek Drive
Upper Coomera QLD 4209
07 5635 0363
Monday to Friday: 8:30am to 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.