For Clients

Oreana Financial Services is a privately-owned business that provides licensing services to our network of Advisors. Our goal is to enable our advisors to provide quality advice to help you make more informed decisions about your wealth. Our advisors are highly qualified, experienced and work to the highest ethical and advice standards.

We understand that every client is different, with different opportunities, issues, and aspirations for their life. Financial advice should never be a ‘one size fits all’ solution. That’s why our network of advisors’ tailor their advice to your unique needs.

Oreana strive to continually improve the experience for our clients and have developed an advice framework to enables advisors to provide meaningful, relevant and timely advice to you.

Our Services

Our network of Advisors can provide advice and service in the following areas:

  • Your future retirement funding needs
  • Strategies for building wealth for your family’s future
  • Constructing the right investment portfolio
  • Saving for your children’s education
  • Restructuring and consolidating your finances
  • Managing your cash-flow and budget
  • Insuring your family against personal risks
  • Protecting your assets through trusts
  • Issues and strategies for expatriates
  • Estate planning and charitable giving

For more information on these Services and strategies please refer to the following information brochures:

SUPERANNUATION »

CASH FLOW & DEBT MANAGEMENT »

ESTATE PLANNING »

NON-SUPERANNUATION »

RETIREMENT INCOME STRATEGY »

RISK MANAGEMENT »

SELF-MANAGED SUPER FUNDS »

SOCIAL SECURITY & AGED CARE »

For more information please contact us if you have any questions or comments. We welcome your feedback.

You can contact us on +61 3 9804 7113.

Insights

Read our latest insights to help you make better investment decisions and build stronger portfolios.

  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 8 August 2022

    Read more
  • Bitesize Portfolio Advisory Insights

    Bitesize Insights – Australian house prices – what goes up must come down?

    Read more
  • Bitesize Asset Allocation Review

    Protected: Bitesize Asset Allocation Review – July 2022

    Read more
A Licensed Financial Firm