Financial Planning & Investment Advice

Peter McIntyre also heads up the Central Coast financial planning division as Authorised Representatives of Oakwood Financial Group Pty Ltd, an Australian Securities & Investment Commission Licenced Dealer in Securities (AFSL No 255231), which provides quality strategic financial planning solutions and investment recommendations for a wide range of clients who seek advice in the superannuation arena and that of personal investment.

Our services are charged on a fee for service basis and wherever possible our investment recommendations are into wholesale products thus keeping the cost of doing business with the fund managers to a bare minimum. We strongly believe that our role as a financial planner is to strip the products we are using to the lowest possible management fee so that the client benefits the most. We are heavily involved in strategic retirement planning for our clients and the roll out of the most tax effective pension income streams available under current legislation.

Should you require any assistance in this area please do not hesitate to contact Peter today.