Frequently asked questions

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How can we help you?

Here we have included answers to some of the more commonly asked questions we receive.

If you have any other questions you would like answered, please either contact us directly or fill in the form below and we will get back to you.

I am looking for a Financial Adviser. How do I know if Oxlade is right for me?

The best thing to do is to contact us. We invite prospective clients to have an initial phone call with a Financial Adviser. If there is an initial ‘fit’, this is followed by an initial meeting, which is obligation and cost free. During these discussions, we will discuss your situation and objectives to ensure that we can provide the service and value you need, and you will have plenty of opportunity to understand more about us to ensure that we are the right partners for you.

What is the benefit of using an Independent Financial Adviser?

Oxlade Financial is one of the few truly independent financial planning practices in Australia. Being an independent organisation ensures the following benefits for our clients:

  • We can deliver unbiased and transparent advice
  • We have no in-house products – there is freedom to pick and choose whatever is in the best interests of our client
  • We work on a purely fee for service model – we receive no commissions, and our fees don’t get impacted by the choice of product our clients use
  • We answer only to our clients – we review every opportunity for each client thoroughly, and make recommendations based solely on the needs and objectives of the client

The vast majority of financial advisers are affiliated with large banks or institutions, have in-house products, and receive commissions for recommending these products. Our independence is part of who we are, and gives our clients an additional layer of confidence that we are acting in their best interests

Is there any obligation or cost to have an initial meeting with an Adviser at Oxlade?

No. At Oxlade Financial, we prefer to work with clients on a long-term basis, and take pride in the fact that we’ve worked with most of our clients for many years. We prefer to ensure that we can add value to our clients before agreeing to work together, and importantly, also want to ensure that prospective clients are certain that we are the right partner for them before any work is commenced. For this reason, there is no cost or obligation for your initial phone call or meeting with our Financial Advisers.

As Financial Advisers, what services can you help me with?

At Oxlade Financial, we provide financial planning, strategic financial advice, and investment management advice to our clients. To find out more about these services, click here.

We don’t provide accounting or legal services or advice, however we typically work closely with our clients’ accountants, and also solicitors where relevant.

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