We are an independent financial advice company specialising in Retirement & Investment Planning. Experienced & professionally qualified to a very high level - owner Hayden Burland is a Chartered Financial Planner, the accepted "gold standard" qualification available - Oracle Wealth provides guidance on Pensions, Investments, Protection and Legacy Tax Planning.
Our clients have told us they appreciate the peace of mind our advice has given them. The simple fact is that we listen to them, understand their needs and deliver solutions in an unpretentious manner. We formally commit to meet up at least once a year. This ensures your strategy remains realistic, flexible & suitable.
Our clients have told us they appreciate the peace of mind our advice has given them. The simple fact is that we listen to them, understand their needs and deliver solutions in an unpretentious manner. We formally commit to meet up at least once a year. This ensures your strategy remains realistic, flexible & suitable.
Services
We are an independent financial planning company. Independence means we are able to access all products and all providers - giving you a totally unrestricted advice solution. Our job is to understand what it is you want to achieve and using our expertise to help you get there. Once we have assessed your Attitude to Investment Risk and Capacity for Loss we can then begin to construct your investment portfolio.
Understanding what it is you are investing & saving for, and when you will need to access your funds is where the investment process begins. Are you investing for growth, or do you want to generate income? Perhaps you are looking to ensure your legacy is passed on tax efficiently. Understanding your attitude to investment risk and your capacity for loss is one of the first, and most important steps of the investment process.
How would your family cope financially if you died? Life Assurance is a cost effective way to protect your loved ones and their futures. A good policy will pay off your mortgage, fund child care costs, help secure a good education and safeguard your loved ones from inheriting your debts. If you are seriously ill, the last thing you want to worry about is money, do something about it today, while you are fully fit, it'll be cheaper.
Only you may know what a perfect retirement means to you, but what is certain is that money will be required to fund the next chapter in your life. Whether you are fast approaching retirement or are planning ahead, we will guide you through your options and help you achieve the retirement you envisage.
The perfect legacy is not leaving your loved ones with tax diminished funds and legal battles to access what you had hoped to leave behind. Everyone has a different idea of how they want to pass on their wealth. You might want it to pass directly to family members. You might want to leave a philanthropic legacy.
Reviews
Be the first to review Oracle Wealth.
Write a Review
