Print Header
New office address and phone details: L3, 8-10 Loftus Street Sydney NSW 2000 Ph: 02 9431 7055
Become a registered member and get access to updates, latest news and other quality information.
Do you know someone that should see this page? Send it straight to them.
Services    Investments
While everyone's goals are different, they all rely on short, medium and long term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a range of carefully researched and selected savings and managed investment products.

Our approach to investment is designed to maximise investment upside, whilst minimising investment risk. Each of our clients is individually profiled to determine the level of investment risk that each can bear. Everyone has a different risk profile, and it is vital that we spend time to determine our clients individual attitude toward risk.

General investments products:

  • retail & wholesale managed funds
  • wrap accounts
  • individual managed accounts
  • self managed super & pension funds

Asset classes include:

  • Australian & global equities
  • unlisted property trusts
  • Fixed Interests
  • Cash

Tax effective investments:

  • investment bonds
  • Forestry Investments
  • Capital protected equity investments
Blue Oak Financial Pty Ltd :: ABN 49 133 073 622 :: © Blue Oak Financial 2008
is a Corporate Authorised Representative of Madison Financial Group Pty Ltd ABN 36 002 459 001 AFSL No. 246679     Disclaimer   Privacy
  HOME   |   CLIENTS  |   EMPLOYERS  |   SERVICES  |   RESOURCES   |   ABOUT US   |   LINKS   |   CONTACT US
COGS Web Design