Your team of experts
Working hand in hand together to help you achieve your aspirational goals.
Where big business expertise meets small business agility
Discover the Oak Group Holdings difference today

Who we are

Oak Group Holdings is a professional services organisation bringing together financial planning, accounting, real estate, research and lending within one comprehensive and unified business partnership.

We combine big business expertise and small business agility to help aspirational Australians achieve their goals and live their dreams.

Oak Financial Planning
Oak Financial Planning

We can help you to set achievable goals to create the lifestyle you aspire to.

Oak Accountants
Oak Accountants

We work with you to create more profitable outcomes for you and your business.

Oak Estate Agents
Oak Estate Agents

We provide buyer and vendor advocacy, property management and selling solutions.

Oak Lending Solutions
Oak Lending Solutions

Strategic lending advice to give you the best debt solutions available in market.

Oak Investment Research
Oak Investment Research

OIR delivers deep technical research and analysis for better investment outcomes.

How we can help

We work together to deliver you a seamless and unified experience to deliver aspirational lifestyle goal achievement.

We help individuals and businesses with:

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Managing investments
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Cashflow solutions
Oak Financial Planning Estate Planning Melbourne
Estate planning
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Investing in property
Oak Financial Retirement Planning
Holistic retirement options
Oak Financial Planning Protection Melbourne
Starting a family
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Starting a business
Oak Financial Planning Buy a house Melbourne
Mortgage broking

Our difference

When it comes to achieving your goals, many financial services professionals work in isolation providing one dimensional outcomes.

This is what sets our team at Oak apart from the rest, we provide specialist expertise across all areas of personal and small business finance, to give you an integrated, comprehensive service, all in the one place.

Meet our leadership team

Oak prides itself on having a collaborative, versatile, hard working and innovative culture and we believe this shines through in our customer service experience.

 

With over 45 staff across all businesses, you can expect to receive the utmost professional service, fast response times and a friendly attitude – always.

Our results

Don’t take our word for it. See what our clients had to say…

  • “We didn’t have a huge amount of spare cash in the beginning and so didn’t think we needed any “financial advice”, originally we just wanted to better manage our tax! But Cameron has helped us build a clear and flexible wealth strategy to achieve our short and long term goals. I have referred him to endless friends, family and professional colleagues who proclaim the same personal and quality service and I would highly recommend Cameron to anyone seeking to build their future – no matter what age, status or life stage.”

    E. Fell
  • "Oak Accounting has been of valuable support to my personal and business accounting and financial requirements.  They have provided exceptional service that includes handling business in a timely manner through prompt responses and follow up to phone calls and emails. Their expertise and professionalism enables clear decision making.  I would not hesitate to recommend Oak Accounting."

    N. Corelli Small Business Owner
  • "Oak have been the accountants of choice for both my company and my family for many years. Their exemplary service is second to none. Attention to detail has always meant financial plain sailing, even their fees have always been more than reasonable. I cannot recommend oak financial highly enough."

    P. Eddey Amaline Pty Ltd
  • "Would highly recommend Oak Estate Agents to any potential buyer out there. The first thing we noticed about Lee was her drive and passion for the industry and their commitment to helping the potential buyer."

    R + S Khivari

Book an appointment

If you would like to meet with one of our friendly financial planners, accountants or estate agents, get in touch with us today for a free 1:1 goal setting meeting.

Our recent blog articles

We are passionate about educating our clients, whether you are buying your first home or wanting to understand how the stock market is performing – see below for our latest educational blogs.

Find out more by visiting our individual business websites

Oak Financial Planning
Oak Financial Planning

We can help you to set achievable goals to create the lifestyle you aspire to.

Oak Accountants
Oak Accountants

We work with you to create more profitable outcomes for you and your business.

Oak Estate Agents
Oak Estate Agents

We provide buyer and vendor advocacy, property management and selling solutions.

Oak Lending Solutions
Oak Lending Solutions

Strategic lending advice to give you the best debt solutions available in market.

Oak Investment Research
Oak Investment Research

OIR delivers deep technical research and analysis for better investment outcomes.

Milestones

8 + years
Helping clients achieve their goals
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Clients across our businesses
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Staff in Melbourne
0
Business divisions in-house

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Contact Us

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