Oak Advisory was founded on the idea that it is impossible to provide exceptional quality financial advice if you are owned or aligned with a bank.
To ensure we provide the best quality advice, Oak has chosen to specialise exclusively in retirement planning advice.
Oak is a small team and plans to stay that way; we pride ourselves on every team member, knowing every client.
We are purely fee-for-service and do not receive any commissions, kick-backs, brokerage, or other remuneration that could put our interests in conflict with yours.
As part of our commitment to our clients’ Oak Advisory has the following guiding principles:
Act fairly, honestly, and professionally towards our clients.
Provide financial advice of exceptional quality.
Charge fees that are fair and reflective of the service provided.