FINANCIAL WELLNESS HUB.
Short on Time or Unsure Where to Start?
Get a micro dose of financial planning from the comfort of your own space, anytime that suits you.
Because even small steps today can lead to big financial changes tomorrow!
Your financial future, your way
Book a one-hour session and let us know your needs.
If you’re uncertain, our experienced team is here to guide you in the right direction.
From our sessions, you’ll walk away with a personalised Three-Step Action Plan.
Financial Health Simplified For Every Stage of Life
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At Financial Wellness Hub, we provide practical, personalised financial health checks and educations tailored to your unique circumstances. Our mission is to guide you towards achieving your financial goals, empowering you with the knowledge and clarity you need to take the next steps confidently.
From our sessions, you’ll walk away with a personalised Three-Step Action Plan.
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A resource for practical financial guidance, focused on your current situation.
Committed to providing you with actionable insights within a 60-minute session.
A welcoming space where you can gain clarity on your financial path without any pressure to purchase products or investments.
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We do not provide product or investment advice.
We respect your privacy; any personal information shared with us will not be recorded or used for marketing purposes.
Our communications are voluntary—you can choose to sign up for our emails, but we will never contact you without your consent.
Whether you're seeking to understand your financial standing better or looking for ongoing support, we cater to a broad audience. We recognise that the barriers to financial planning can feel overwhelming, and we're here to make the process accessible and straightforward.
At Financial Wellness Hub, we focus on simplicity and effectiveness. A Three-Step Action Plan provides a manageable framework that helps you stay focused without feeling overwhelmed. By limiting it to three actionable steps, we ensure the plan is practical, achievable, and impactful, giving you clear direction without unnecessary complexity.
Secure your future, no matter where life takes you
Clarity and Control Over Your Future
A solid financial plan provides a clear path to your future, ensuring that your financial goals are well-defined and achievable.
Reduced Stress and Financial Confidence
By knowing exactly where you stand financially, you’ll experience less personal and financial stress, giving you peace of mind and confidence in your financial decisions.
Strategic Milestone and Wealth Planning
Plan for important life milestones and focus on building wealth in the crucial 5 to 10 years before retirement, potentially doubling your assets during this period.
Flexible and Transparent Financial Guidance
Your plan adapts to your changing needs, offering flexibility and full transparency so you always know where you stand on your financial journey.
Choose your starting point
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Financial Literacy for Early Adults
At Financial Wellness Hub, we understand that the journey to financial independence begins in the early stages of adulthood. University students and young professionals are often balancing the excitement of newfound freedom with the complexity of managing their finances. That’s where we step in.
We believe that understanding finances is essential for building confidence and independence in today's complex world.
We simplify financial concepts, making them accessible and engaging. Our goal is to instill sustainable financial habits that prepare young adults for future milestones like homeownership, further education, or starting a family. By tailoring our topics to meet individual needs and aspirations, we help each person create a personalised financial roadmap.
Our mission is to equip early adults with the financial literacy they need to navigate life’s key financial decisions, from budgeting and managing cashflow to understanding taxes and planning for homeownership. We break down complex topics into simple, actionable steps that help young adults gain confidence in their
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Secure Your Family’s Future
We know that being married with kids means juggling countless responsibilities, often leaving little time to focus on financial planning. Our mission is to provide practical, efficient financial solutions that bring peace of mind to busy families, without adding to your already full schedule.
We offer streamlined, actionable advice in areas that matter most to your family’s future, such as cashflow management, debt repayment, and savings strategies. Our goal is to take the complexity out of financial decision-making, ensuring that even in your limited time, you can make informed choices with confidence.
Our service is designed to relieve financial stress, offering support and strategies that are easy to understand and implement. Whether it’s planning for school fees, protecting your family’s future through proper insurance, or securing your long-term wellbeing with a superannuation review and estate planning, we take the guesswork out of managing your financial life.
Your family’s peace of mind is our priority. With our guidance, you’ll save valuable time and avoid costly mistakes, knowing that your financial future is in expert hands.Description text goes here
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Achieving Financial Peace as You Approach Retirement
As you approach retirement, having a solid financial plan is crucial. At Financial Wellness Hub, we specialise in equipping pre-retirees with the knowledge and strategies needed throughout this pivotal stage of life. Our comprehensive topics covered retirement planning that aligns your financial resources with your goals, effective debt repayment strategies to eliminate financial burdens, and thorough reviews of your superannuation to maximise your savings.
Recognising the importance of work/life balance, we offer strategies to help you achieve a fulfilling lifestyle as you prepare for retirement, alongside planning for potential healthcare costs to safeguard your financial future.
We are dedicated to empowering pre-retirees with the financial literacy and tools necessary for a secure and fulfilling retirement. We strive to provide peace of mind through personalised guidance, ensuring you can embrace this next chapter with confidence and joy.Description text goes here
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Embrace Your Retirement Journey
Retirement is not merely a financial milestone; it’s a profound opportunity to explore new horizons and redefine what fulfilment means to you. It’s a chance to embark on a journey that aligns with your passions and life goals.
We understand that the decision of when to retire can feel overwhelming. Our dedicated team is here to guide you through this pivotal transition. We’ll work with you to assess your financial readiness while ensuring that your personal aspirations are front and centre.
We’re committed to helping you articulate what you genuinely want to achieve in retirement. Whether your dreams involve traveling the world, immersing yourself in hobbies, or cherishing precious moments with family and friends, we collaborate closely with you to set clear financial objectives that resonate with your unique vision for this exciting new chapter.
At Financial Wellness Hub, we prioritise your peace of mind and financial empowerment. Let’s create a fulfilling retirement experience that truly honours who you are and what you wish to accomplish.
Let’s kickstart your financial future
We’re here to help reduce your financial anxiety.
What our clients are saying
Michael M.
Real Estate Business Owner
"Oakwood and Brett take complicated and messy financial matters and streamline them into a service I can trust to look after me and my family."