News Update

The Importance of Taking a Break During the Festive Season

22 December

There are countless countdowns everywhere, whether it’s for Christmas or the new year, and yet, when the festive season happens, it always comes as a bit of a surprise. Some people experience a touch of panic and get lost in the holiday rush....[Read More]

Will you be able to live the retirement lifestyle you want to?

25 October

Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement. Whatever your plans, it’s vital you have a strategy in place so...[Read More]

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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.

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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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The Importance of Taking a Break During the Festive Season

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