News Update

OakWealth Federal Budget Update 2023

10 May

The 2023 Federal Budget focuses on providing cost of living relief through lower power bills, higher welfare payments and more support for small business and housing. Note: These changes are proposals only and may or may not be made law. Cost...[Read More]

Federal Budget Oct 2022 Summary

26 October

This year’s Federal Budget focuses on providing relief for those with children, homebuyers and social security recipients whilst maintaining pre-election commitments. Find out more in our Federal Budget summary here.

OakWealth Federal Budget Update 2022

28 April

This year’s Federal Budget covers a range of measures aiming to reduce the pressure from increased costs of living and help more people into homes. Note: These changes are proposals only and may or may not be made law. Summary Personal...[Read More]

COVID-19 Stimulus Relief Package

Stimulus package – What does this mean for you?

25 March

Over the weekend, the Government announced the Coronavirus stimulus relief package to support Australians and the economy weather through the financial impacts from COVID-19. You can read about the announced measures here. We are considering the...[Read More]

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Disclosure Statement:

Yihsing Koo and Oak Wealth Solutions Pty Ltd (ACN:143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN:657 966 722 37) are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd (ABN:65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

General Advice Warning:

Any advice or information in this publication is of a general nature only and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, and to seek appropriate advice. Past performance is not a reliable guide to future returns. The information in this publication reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this publication. Members of the IOOF group of companies (IOOF Group), associated employees or agents may have an interest in or receive monetary or other benefits from the financial products and services mentioned in this publication. The Licensee is part of the IOOF Group, and we may recommend financial products issued by companies within the IOOF Group.

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