Grow, Protect, and Secure Your Future
Brett Tarlington
Brett Tarlington established Oakwood Lifestyle Advisers to provide tailored financial planning services for his clients.
Brett is the principal of Oakwood Lifestyle Advisers and has been providing fee for service financial advice to his clients for over 20 years. Prior to this, Brett worked in the evolving Funds Management Industry in the 90’s.
With over 35 years in the Financial Services Industry, Brett has witnessed the continued development of products and services and reviews a large number of these on behalf of his clients. This ensures that client strategies and portfolios are working for his clients to meet their financial and lifestyle objectives.
Away from the office Brett spends time with his family and participates in cycling events.
About Financial Wellness Hub
At the core of Financial Wellness Hub is Brett, a financial adviser dedicated to helping individuals and families achieve peace of mind through practical financial strategies. With extensive experience guiding clients through different life stages, Brett has earned a reputation for delivering personalised advice that fosters long-term stability and growth.
Brett’s team of expert advisers shares his commitment to offering clear, actionable guidance in a calm and cohesive manner. Each adviser brings a deep understanding of key areas like cashflow management, retirement planning, and debt strategies. Together, they simplify the complexities of financial planning, ensuring every client receives the support needed to make informed decisions for their future.
Whether you're just starting your financial journey or preparing for retirement, Brett and his team are ready to provide tailored advice for your unique needs.
We’re here to help reduce your financial anxiety.
Early Adults
Set your financial foundation with expert advice on budgeting, savings and future planning.
Married with Kids
Secure your family’s future with tailored guidance on education savings, insurance, and debt management.
Pre-Retirees
Optimise your retirement strategy with advice on investment, tax planning, and income management.
Retirees
Preserve your wealth and ensure a lasting legacy with estate planning and wealth management services.