Small practice. Long-term relationships.
Small practice. Long-term relationships.
We started Oak Tree Finance to give families the kind of advice we’d want for our own: clear, honest and focused on what matters to them. Like an oak, a good plan grows steadily over time.
We started Oak Tree Finance to give families the kind of advice we’d want for our own: clear, honest and focused on what matters to them. Like an oak, a good plan grows steadily over time.
What we believe
How we work with you.
Clarity over jargon
Clarity over jargon
If something doesn’t make sense, we haven’t explained it well enough.
If something doesn’t make sense, we haven’t explained it well enough.
Transparency on cost
Transparency on cost
Every fee and commission is disclosed in writing before you decide.
Every fee and commission is disclosed in writing before you decide.
Built for the long term
Built for the long term
We’d rather earn your trust over decades than make a quick sale.
We’d rather earn your trust over decades than make a quick sale.
Our principal adviser
Our principal adviser
Sarah Whitfield
Sarah Whitfield
Sarah has spent more than 15 years helping families plan for retirement, protect their income and pass on wealth with care. She holds the Certified Financial Planner designation and is registered on the Financial Advisers Register.
Sarah has spent more than 15 years helping families plan for retirement, protect their income and pass on wealth with care. She holds the Certified Financial Planner designation and is registered on the Financial Advisers Register.
Certified Financial Planner
Retirement specialist
Estate planning
Licensing
Licensed and regulated.
Oak Tree Finance Pty Ltd is a Corporate Authorised Representative of Example Licensee Pty Ltd, AFSL 000000. Read our Financial Services Guide for details of our services, fees and how to make a complaint.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.
Ready for a plan you can grow into?
Book a free, no-obligation 20-minute call. We’ll listen, answer your questions and be upfront about whether we can help.
Book your free call
No obligation. General information only until we provide personal advice.