We are an independent financial planning company. Independence means we are able to access all products and all providers  – giving you a totally unrestricted advice solution.

Oracle sets the bar high.  We demand high standards of integrity and technical competence.  We are very highly qualified, experienced and determined to help you succeed.

Our job is to understand what it is you want to achieve and using our expertise to help you get there.

We won’t overcomplicate matters, nor attempt to blind you with financial science.

Taking control of your financial future might be the best thing you do today.

 

INVESTMENT PHILOSOPHY

The Oracle Wealth five step investment process is designed to achieve your investment goals.

  1. Getting to Know You.  Understanding the amount of risk you are prepared  – or not prepared – to take is the first step of the journey.
  2. Asset Allocation.  This is the precise division of a portfolio between different asset classes such as equities, fixed income and property.  Aligning a well-diversified foundation to your goals and attitude to risk is considered the most important step.
  3. Portfolio Design. To maximise return potential and to minimise risk, a portfolio should also be diversified within asset classes using different asset classes and investment styles.
  4. Investment Manager Selection. Access to leading fund managers with consistent results, and investment houses that specialise in tracking the markets are all considered.
  5. Ongoing Management.  Keeping investments on track through ongoing monitoring and portfolio rebalancing is also a part of the service we provide. This ensures your portfolio remains in line with your overall objectives.

Resource-allocation

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