Oracle Wealth

At Oracle Wealth, we pride ourselves on being a leading independent financial planning company, specialising in Retirement and Investment Planning. Our team, led by owner Hayden Burland, a Chartered Financial Planner, is dedicated to providing high-quality financial advice to our clients. We strive to understand our clients' needs, deliver tailored solutions, and maintain a commitment to meet with them at least once a year to ensure their financial plan remains realistic, flexible, and suitable.

Our Services

We offer a range of services aimed at helping individuals achieve their financial goals. Our services include:

Perfect Retirement

We specialise in creating tailored retirement plans, helping individuals plan for a secure and comfortable retirement. Our expertise includes pension planning, annuity selection, and retirement income strategies.

Perfect Investments

We provide guidance on a wide range of investment options, helping individuals create a diversified investment portfolio that aligns with their risk tolerance and financial goals.

Perfect Protection

We believe that financial protection is essential for peace of mind. Our team helps individuals protect their income, reputation, and assets from unexpected events such as illness, death, or accidents.

Perfect Legacy

We understand the importance of leaving a lasting legacy for future generations. Our expertise includes will writing, estate planning, and inheritance tax planning.

Why Choose Oracle Wealth?

We are an independent financial planning company, offering a totally unrestricted advice solution. Our team is highly qualified, experienced, and dedicated to helping individuals achieve their financial goals. We are passionate about delivering high-quality financial advice, explaining complex concepts in a clear and concise manner.

Our Investment Philosophy

We believe in a transparent and pragmatic approach to investment. Our investment philosophy is built on a promise to not overcomplicate matters. We listen to our clients' objectives and assess their Attitude to Investment Risk and Capacity for Loss before constructing their investment portfolio. We believe in diversification, robust investment processes, and a deep understanding of the investment structure.

Why Work with Oracle Wealth?

We are fiercely independent, perform all research with the highest level of diligence and thoroughness, and maintain a flexible investment process. We believe that investments with higher-than-expected returns will inherently have more risk and that diversified investments are essential. We are confident in our investment analyst team, which thoroughly examines each investment option before making a recommendation.