Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
We have proudly expanded to open a new office in Tweed Heads — a move designed to better support our clients across the Northern Rivers region. As part of this growth, the trusted Murwillumbah team will now be shared between the two locations, ensuring the same high-quality service continues seamlessly for both existing and new clients. The Tweed Heads office will be operated by the same experienced professionals our clients already know, trust, and depend on for expert financial guidance.
We’re locals ourselves, and our experience in the local area gives us a unique understanding of the right services that will support both individuals and businesses in the area.
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.
Level 1, Unit 19
Wharf Central
75-77 Wharf Street
Tweed Heads NSW 2485
07 5690 4000
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.