Hi everyone and welcome to my blog,
It is with tremendous pleasure that I introduce to you all a new and innovative boutique financial services company Oxley Bridge Group.
I believe that we differ to other financial services companies out there in that we don’t just focus on one or two areas of your financial health but instead provide a complete service offering to ensure that you are receiving the right advice at the right time throughout every stage of your financial journey.
If you are like most people you have several pieces of your financial plan in place: taxes, investments, some insurance perhaps – maybe even a will? However, it’s likely that these pieces were developed independently and at different stages of your life. Is it any surprise that you wonder whether you are on the right path and making the best possible progress? We can help you address these concerns, at Oxley Bridge we specialise in looking after the needs of Generation X and Generation Y clients that are looking for an ongoing relationship with their adviser or broker and truly want to better their current situation.
To give you an idea about what we do, here is a brief summary of our services:
OB Finance – With access to over 40 lenders in our panel you can rest assured that you will get the right loan for you. Whether you are looking to purchase your first home, an investment property in your SMSF, commercial or industrial real estate, lease a motor vehicle or equipment or fit out a new office. We have all of your finance needs covered.
OB Financial Planning – We will help you to uncover your lifestyle goals and then work closely with you to ensure they are achieved. We help our clients grow their wealth through not only implementing wealth accumulation strategies but also assisting them with their budget. We don’t just set and forget either, once your plan is put into place we provide ongoing monitoring of your expenses including monthly cash flow reports to help you see exactly where your money is going and get you back on track when needed.
OB Insurance – No plan is complete of course unless you have adequate insurance cover in place. All the best laid out plans are worthless if you find yourself unable to earn your valuable income. We will tailor a plan specifically for your needs and review this annually to ensure that you are always adequately covered in the event that any of life’s challenges ever get in your way.
Estate Planning – Many people spend more time planning their holidays than planning what will happen to their estate. Granted, it’s not something we want to think about but the consequences of not having a valid will can be disastrous. Today with an ever-increasing number of blended families, Estate Planning becomes a vital component of any financial plan.
At Oxley Bridge we understand how important estate planning is and have established robust collaborative relationships with a number of specialist legal advisors who work with us to assist our clients in Estate Planning and in the related areas of Conveyancing and Property, Family and Commercial Law.
Accounting – I believe its imperative for every advice firm to have a trusted accounting professional as part of the team. For this reason Oxley Bridge group will also be adding specialist accounting firms to our team that will not only provides personal and business taxation services and advice but also specialist advice in Self Managed Super Fund administration.
I will be blogging on a weekly basis tips that will not only help you take control of your finances but help you build your wealth.