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.
We can help you to set achievable goals to create the lifestyle you aspire to.
We work with you to create more profitable outcomes for you and your business.
Strategic lending advice to give you the best debt solutions available in market.
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:
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.
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Our results
Don’t take our word for it. See what our clients had to say…
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
We can help you to set achievable goals to create the lifestyle you aspire to.
Oak Accountants
We work with you to create more profitable outcomes for you and your business.
Oak Lending Solutions
Strategic lending advice to give you the best debt solutions available in market.
Oak Investment Research
OIR delivers deep technical research and analysis for better investment outcomes.
Milestones
8
+ years Helping clients achieve their goals
0
+ Clients across our businesses
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+ Staff in Melbourne
0
Business divisions in-house
Learn more about retirement, property, budgeting, investing and more in our monthly newsletter!
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:
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…
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
We can help you to set achievable goals to create the lifestyle you aspire to.
We work with you to create more profitable outcomes for you and your business.
Strategic lending advice to give you the best debt solutions available in market.
OIR delivers deep technical research and analysis for better investment outcomes.