Prepare for tomorrow, make the most of today.

Financial advice to help you manage, grow and protect your wealth.

Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Big Oak Financial Services we help you navigate your financial life.

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Stress less. Take Control. Plan Ahead.

How we can help

At Big Oak Financial Services, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

Words of Wisdom

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Your local financial partners

Our Values

Welcome to Big Oak Financial Services, where we plant the seeds of financial success for your shaded tomorrow. As Warren Buffett wisely puts it, “Someone’s sitting in the shade today because someone planted a tree a long time ago.” Dedicated architects of financial well-being, we meticulously plan and nurture your wealth for a bountiful future. Whether you’re navigating investments, planning for retirement, or securing your family’s future, Big Oak Financial Services is your dedicated partner in helping to ensure you can enjoy today and secure a prosperous future. 

In the dynamic world of finance, we distinguish ourselves through a long-term vision rooted in integrity, ethics, competency, and fairness. Specializing in tailored financial solutions for young families, business owners, professionals, and single parents, our commitment goes beyond immediate gains; it’s about enriching your financial landscape with stability and prosperity. I particularly enjoy assisting medical professionals.

Client-Centric Approach

Recognizing your unique financial aspirations, we prioritize a client-centric approach. By comprehending your objectives and concerns, we craft tailored strategies aligned with your goals and your personal circumstances.

Upfront and Transparent Fees

At Big Oak, transparency is key. Our fee structure is upfront and clear, ensuring a complete understanding of the costs associated with our services, whether in person at our Melbourne office or through virtual meetings for interstate clients.

Virtual Meetings and Nationwide Reach

In this digital age, flexibility is paramount. We offer virtual consultations for interstate clients, seamlessly connecting from Melbourne to Brisbane, Tasmania, Sydney, and beyond. For those who prefer face-to-face meetings, our Melbourne office is open to providing top-notch service.

Let’s Build Your Financial Future Together

Whether you’re a Melbourne local or in another corner of Australia, we’re here to empower you on your financial journey. Let’s collaborate to help turn your financial dreams into a reality. Contact us today to schedule a consultation and take the first step toward a secure and prosperous future.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Insights

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Download the eBook

In this free ebook we share 10 important steps to help you be to grow and secure your wealth for your family

Jane Brown

Head Accountant

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Sample Someone

Director

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