Oliver Asset Management

At Oliver Asset Management, we understand that your money is more than just numbers. It represents your aspirations, your dreams, and your future. That's why we take a holistic approach to financial planning, considering every aspect of your financial wellbeing.

Our guiding principle: taking the time to understand what money means to you and your family.

Our team

• Roland Oliver, with over 35 years of experience, leads the charge, guiding clients towards financial freedom with a personalized approach.
• Nikki Barnes ensures a seamless client journey, while handling budgets and financial reporting.
• Jonathan Beaton, a qualified and experienced financial planner, helps clients achieve their financial goals through tailored strategies.

Planning & Protection

• Cash Flow Modelling
• Tax Strategies
• Sustainable Investment
• Ethical Options

Wealth Management

• Plotting the right course
• Scaling new heights
• Wealth Management

Client-Centric Approach

We believe in:

• A safe pair of hands: Steady guidance through thick and thin.
• Educating and empowering clients: We provide clear explanations and tailored strategies.
• Building lasting relationships: We nurture long-term client partnerships.
• Accessibility and transparency: Open communication and regular updates are standard.

Our Commitment

We are committed to helping you:

• Maximize your wealth potential.
• Minimize tax burdens.
• Protect your assets.
• Create a lasting legacy.

Join us on your journey to financial prosperity!