Oracle Advisory Group in Partnership With 50Plus Wealth in Bendigo

Oracle Advisory Group in Partnership With 50Plus Wealth in Bendigo Oracle Advisory Group has joined its forces and has officially acquired a commendable local firm, 50Plus Wealth, and we are proud to announce that we have already set up our first office in Bendigo. We can now give services concerning Bendigo financial planning to the people.

50Plus Wealth fits easily and naturally with the Oracle Advisory group’s team. We share a similar thoughtful investment idea and direct attention to the developing wealth for our customers through straightforwardly held exchange traded funds (ETFs), the listed shares of ASX, and hybrids. We are also working with the previous stockbrokers, thus 50Plus

Wealth clients will not undergo any disruption due to this acquisition.

In fact, this is particularly the purpose of bringing the 50Plus Wealth into the team. Their exceptional skills and in-depth knowledge of their customers have given them the advantage of providing very high Bendigo financial planning support standards to their current clients for about one and a half a decade. The clients will keep on being served by our group while ensuring the maintenance of the heritage and standards they were offered previously. We will also offer our customers the benefits and resources that a national organization like the wider Oracle Advisory Group can be able to supply.

What Becomes Of 50Plus Wealth?

David and Leah will remain working with both the old and new customers like they used to do previously, and the group will make no new changes about the location of the office. David will still be the Authorized Representative inside the group and, as before he will still provide the best care and Bendigo financial planning advice to the clients. At the same time, David will also be the person in charge of conducting the popularly known “Client Briefing Nights” at least once a year.

On the other hand, Leah will continue to grow client relationships through the impeccable customer service and administration expertise that you are all familiar with.

We are excited to begin providing Bendigo financial planning services to the residents. Do not hesitate to seek out in case of any queries concerning our services and your financial plans.

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