• Welcome to the Oakbridge Group

    Welcome to the Oakbridge Group where...

  • We take time to LISTEN

    We take time to LISTEN...

  • To DISCOVER what is important to you

    To DISCOVER what is important to you...

  • To effectively COMMUNICATE how you can achieve your goals and objectives

    To effectively COMMUNICATE how you can achieve your goals and objectives...

  • We IMPLEMENT the strategies that will ENRICH your life

    We IMPLEMENT the strategies that will ENRICH your life.

Why choose Oakbridge?

Established in 1988, when Windows were something you looked out of, two business partners created Oakbridge Financial Services. From the outset the primary focus was to provide a suite of financial services that would have at their heart a “client first” focus. Although technology has certainly changed over the past 25 years, as has the range of services we offer, however our “client first” focus remains our primary objective. 

  • 1988 Oakbridge Financial Services was established.
  • 1991 One of the 1st Financial Services Companies to provide clients with an “In House” Investment Management Service.
  • 1994 Introduction of a “One Stop Shop” service for Self-Managed Superannuation Funds (SMSF). Clients could have a full Administration/Compliance and Investment Management Service all under the one roof. This service was introduced only twelve months after DIY/SMSF legislation was introduced via the SIS act (1993). 
  • 1995 Direct Share Service introduced allowing clients to buy/sell shares through our office. No further need for a separate Stockbroker.
  • 1999 Both partners obtain Certified Financial Planner (CFP) qualifications, the highest qualification available to practicing Financial Planners.
  • 2000 Oakbridge obtains a new Australian Financial Services License, one of the first 50 to be issued.
  • 2010 The Oakbridge online Investment Service is launched, resulting in all clients having the ability to view their investment portfolios whenever they want 24/7, from anywhere in the world via website client login service. 
  • 2012 A full suite of accounting services are added, with the formation of Oakbridge Accounting Services.
  • 2013 Oakbridge Financial Services and Oakbridge Accounting Services have a name change to better reflect the structure of the business. Our new name is Oakbridge Group.
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