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New office address and phone details: L3, 8-10 Loftus Street Sydney NSW 2000 Ph: 02 9431 7055
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Clients    Newsletters    January 2008

Blue Oak Financial

You should have already received notification regarding Blue Oak Financial, a joint venture between The Sherlock Group and myself.

This is a change is mainly in name only, as we will continue to focus on working with you to achieve your financial goals and objectives. For this, we will continue to provide advice on the following areas:
  • Superannuation structure and strategy
  • Investments (managed funds, direct shares and structure products)
  • Personal asset and wealth protection (Life, Disability and Income Protection)
  • Finance (mortgages, personal and car loans)
  • We also work closely with other professionals (accountants and solicitors) on filling the gaps in the strategy
We look forward to this exciting new venture as well as continuing existing relationships.



www.blueoakfinancial.com.au

Click here to access the new Blue Oak Financial website.

The website is designed to provide a central location to access various financial information and tools. Features include:
  • Mortgage calculators
  • Superannuation projectors
  • Budget planners
  • Newsletter archive
  • Links to every service provider
  • Links to my cricket club (Northern District CC) to track my season
The website is for you, therefore please feel free to send through any suggested improvement or features that you would like added.
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
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