ORACLE ADVISORY GROUP IS ONE OF
AUSTRALIA’S LEADING INDEPENDENT
WEALTH ADVISORY FIRMS
Our financial advisers have been helping Australians realise their financial potential since 1986.
MAYBERRY MELDRUM ANDERSON JOINS THE ORACLE ADVISORY GROUP
We are always looking to innovate and improve the services we offer, and with that focus in mind, we have decided to join Oracle Advisory Group.
As part of the Oracle Group, we and you: our clients, will have access to a greater range of services including investment management and financial advice, expanded business advisory services, as well as access to the wealth of technical knowledge and experience across the team within the Oracle Group.
We share a common philosophy towards accounting best practices and the role that accountants play in their local community. With decades of expertise across the team and a deep understanding of our clients, we will continue to service a very wide range of people in different locations who have enjoyed excellent accounting services for many years.
The same local MMA accountants and support staff will continue to serve you and your business and families, and while you may notice some practical changes, there will be no material changes to how we deliver our services.
QUALIFIED & EXPERIENCED
All of our advisers are qualified and have the experience and technical expertise to ensure that the correct financial plan is put in place for every client. Each of our advisers has more than a decade of experience providing high-quality, ongoing advice to their clients.
LONG RUN PARTNERS
Our emphasis is on building strong, lasting relationships with our clients. We maintain a close relationship with clients over the years to ensure that they stay on track. We meet with clients regularly and remain accessible so that we can answer any questions.
OUR VALUES
We are a dynamic, growing company, built on the core values of honesty, integrity and transparency. We help and guide you on every aspect of your financial planning; keeping you informed and designing and monitoring your investment portfolio.
ORACLE'S MISSION
Oracle Advisory Group’s mission is to assist our clients reach their financial goals, to enable them to live the lifestyle they desire both before and during retirement. We use our expertise to develop tailored wealth accumulation strategies.
OUR NAME
At Oracle, we follow a strict investing philosophy where we look for high-quality, easy-to-understand businesses that we believe will continue to grow in value into the future.
Warren Buffett is one of the most successful and well-known investors over the past 50 years, having achieved well above-average investment returns over the long term.
Our name Oracle is an ode to Warren. He continues to live in Omaha, Nebraska and is affectionately known as the “Oracle of Omaha”.
ORACLE FINANCIAL SERVICES
In addition to accounting and taxation services our team can now offer a wider range of financial services for both individuals and businesses including:
- Retirement Planning
- Superannuation
- Estate Planning
- Debt management & reduction
- SMSF Administration
- Investment Services
- Cash flow budgeting and expenditure control
- Listed & managed investments
- Personal & Business Insurance
- Aged care advice
- Personal & business succession planning
- Taxation minimisation strategies
- Lending services include – mortgage broking, home loans, investment loans, car and recreational vehicle loans, business loans and equipment finance
Please feel free to contact us to discuss this with any of our team members.
