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Schedule a free
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with an independent
financial adviser
Is your hard-earned income being maximised to build long-term wealth?
Do you feel like you’re doing everything possible to reach your financial goals?
Do you have an excellent, independent financial adviser in your corner?
If your answer to any of these questions is NO, then it may be worth talking to one of our experienced advisers to find out how you can make the most from your finances.
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Passion. Expertise.
Results.
Get the most from your finances with tailored advice from highly-qualified independent advisers
Medical specialists have unique financial planning requirements. At Oxlade Financial, we manage the affairs of Doctors & Specialists from around the country, so we understand the complexities and intricacies you face.
We are one of the few truly Independent financial planning firms in Australia. We help our clients get the most from their money, and we pride ourselves on managing your money like it is our own.
If you are looking for financial advice, or have any questions about your situation, please don’t hesitate to reach out – we’d be delighted to help.
It’s time to make your money work for you
It’s time to make your money work for you
Performance and qualifications that are recognised by industry bodies
Customised, independent financial advice to help you enjoy more of life, with less worry
We’re perfect for you if you want to…
Maximise
your wealth
Get the most out of your money –without having to manage it all on your own
Create lasting independence
Set you and your family up for long-term financial success so you can enjoy freedom & flexibility
Expand
your options
Give yourself the gift of choice so you can design & live your life in any way that you want
Build your
impact & legacy
Use your money as a powerful resource to support the people and causes you care about most
Successfully managing your
financial situation can feel complicated,
especially for busy Specialists…
But it doesn’t need to be that way, and you don’t need to work it all out yourself. Here at Oxlade Financial, we help you manage your financial affairs without worry or stress, so you can maximise the money you’ve worked hard for and achieve more of your goals.
Do any of these statements describe your thoughts about your current financial situation?
Are you tired of trying to properly manage all your assets by yourself?
And you’re ready to speed up the process with the right support & expertise.
Are you unsure how to find the right financial adviser for your unique situation?
And you worry that the one you choose won’t really have your best interests in mind.
Has managing your finances become more complicated throughout the years?
And it’s been harder to manage your money as your income has grown.
Do you want tailored investment strategies that help you plan for the future?
Not just one-off advice that fails to prioritise your long-term goals.
Do you feel like the market is in a constant state of change & chaos?
And you don’t have the time or enthusiasm to keep up with all the latest trends.
Do you want to maximise your wealth so you can create an exciting future?
And you want confidence that your most ambitious goals can & will be achieved.
Is money a source of stress and conflict in your life?
And you want objective advice to help you make the right decisions for your family.
If you resonate with ANY of the above, or if you just want to take control of your financial future, we can help. Our completely independent advisers take pride in delivering personalised, unbiased advice that helps you clarify your financial goals and make them a reality.
*Speak with a trusted adviser. No obligation required.
As one of the few independent financial planning firms in Australia, we manage your money like it’s our own
We fall into the tiny 1% of Australia’s financial advisers who are declared independent. That means we have ZERO in-house products to sell and we don’t get ANY commissions based on your investments or insurances.
Most advisers, on the other hand, can receive up to 66% commission from large banks or other institutions based on the investment or insurance products they sell— leaving you wondering if their advice is truly in your best interest.
But our independence means that we ALWAYS have our clients’ best intentions at heart. We’re proud to provide you with unbiased advice that’s entirely based on your unique goals & our 85+ years of experience.
*Speak with a trusted adviser. No obligation required.
Our mission is to make sure that our clients trust us wholeheartedly with their financial affairs and feel confident that we always have their best interests in mind. How? Because they know that we’re looking after their finances with the same amount of skill, care, and focus as we would if we were looking after our own money. That’s our unique power and responsibility as independent financial advisers.
Mark O’Flynn
Managing Director & Principal Adviser
Hear from some of our happy clients
…very professional, knowledgeable and gone the extra mile to find answers for challenging international inquiries. We have truly received great advice and optimal service on all of our financial matters and would highly recommend Oxlade Financial to others.
Selena E
We would highly recommend Oxlade Financial – Independent Financial Advisers… extremely knowledgable, diligent, trustworthy and sincere, and he genuinely wants the best for his clients… explains financial matters in clear, easy to understand terms, and in a calm, reassuring manner.
Julie P
… passion, knowledge, and a genuine interest in achieving the best for us. Mark’s recommendations are always spot on and the financial plan he tailored for us is guiding us in the direction we hoped for. If you are looking for a professional, ethical, trustworthy, knowledgeable and approachable financial advisor, look no further – it’s Mark O’Flynn and the team @ Oxlade Financial.”
Marcel M
…provided friendly, solid, independent, financial advice throughout the World’s ‘ups and Downs’… helped us feel supported and secure and works with us to achieve our goals.
Rosina H
Why choose Oxlade Financial?
Because many Doctors already trust us to help them get the most from their money so they feel empowered today & in the future.
Your finances will be in the hands of industry-leading professionals
Our team has 85+ years of top-tier experience in all aspects of financial planning, strategy, and management – and we have the certifications & awards to prove it!
You can finally be certain that you’re getting objective & genuine advice
Our status as one of the 1% of Australian financial advisers that qualify as independent means we only deliver strategies with your best interests in mind.
We’re a boutique firm that offers personalised solutions
We cap each adviser at a maximum of 100 clients so you receive the individual support that you deserve.
We’re dedicated to our clients’ long-term success and fulfilment
With a 97% retention rate and formal review meetings at least twice a year, we take pride in nurturing long-lasting relationships to provide you with the best possible service.
It’s time to maximise your money, impact & legacy
If you’re serious about taking control of your finances for the future, and maximising your hard-earned money, then we’d be honoured to help.
Let our team of highly-qualified, independent professionals help you grow your wealth both today and in the future so you can focus on what truly excites you.
Copyright 2022. All Rights Reserved. Mark O’Flynn and Simon Hepson are Authorised Representatives of Oxlade Financial Pty Ltd.
Oxlade Financial Pty Ltd ACN 697 700 037 holds an Australian Financial Services Licence, Number 535456. Oxlade Financial Pty Ltd’s registered address is 13/76 Doggett Street, Newstead QLD 4006. Our Authorised Representatives provide you with advisory services in accordance with the disclosures in the Financial Services Guide. Oxlade Financial Pty Ltd is responsible to you for all conduct.