Oakwealth

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161 Collins St
Melbourne, Victoria 3000
https://www.oakwealth.com.au

Oak Wealth, located in Melbourne, Victoria, is a premium financial planning service dedicated to helping clients achieve their wealth creation and preservation goals through effective, tailored investment plans. With a team of experienced professionals, including co-founders Yihsing Koo and Hwan San Koo, they offer a range of services such as retirement planning, superannuation, accounting, and estate planning.

Recognized as an FPA Professional Practice, Oak Wealth prides itself on high ethical and professional standards, ensuring clients receive personalized advice in a supportive atmosphere. Their commitment to genuine client relationships and comprehensive financial strategies sets them apart in the industry.

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