Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
Sydney
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 Sydney financial planners residents 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.
Our Services
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Investment Management
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Accounting & Tax
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Lending Solutions
Home loans, refinancing, and business lending arranged through our credit team.
Our Team in Sydney
David is a Financial Adviser working from our Oracle Advisory Group North Sydney Office. For over 25 years, David has been helping clients take positive steps towards creating a successful financial future.
David specialises in superannuation, retirement planning, wealth creation and wealth protection advice.
utside work, David enjoys regularly going to the gym and playing golf with friends.
Address & hours
2/67 Wanganella Street
Balgowlah NSW 2093
02 7229 2414
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
Local market notes
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Lynne
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.
Greig & Chris
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.
Julie & Garry
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.
Lyn & Justin
A massive thanks for all your help in realigning Mum’s financial situation Leonie, you have not only acted extremely professionally but your personal care takes it to another level. For this, we are greatly indebted. We are extremely grateful for all your assistance and look forward to working with you again in the near future.
Thelma
A visit is always a happy one with all staff who are happy to have a chat before we get into business matters. I was provided with all the information that I needed for my coming project and am looking forward to continuing my business with the company. Robert continues to grow my investments with his advice and I would recommend anyone to the company.