OYT Wealth is a fresh and vibrant Financial Planning firm servicing Sunraysia, Riverland, Barossa Valley regions along with the wider Adelaide area. We are focused on delivering our clients comprehensive and tailored advice in a simple and easy to understand manner so that it allows them to be not only be in control but more importantly shape and Own Their Tomorrow.
We are able to do this through working closely with you as our client, listen and appreciate where you want to go with your life both financially and personally and then most importantly, we turn your thoughts into action. There are no secret formulas to achieving financial security. We work with you to get the basics right and ensure you have a plan to achieve your goals over time.
If you need any help deciding on an insurance type, contact one of our friendly, knowledgeable team members for a consultation.
To make sure your business remains on the path your set for it a succession plan is needed for when you leave.
Wealth creation is about building financial security now so you can focus on enjoying your lifestyle in the future.
Your Initial meeting is an obligation and fee-free discussion to give you an opportunity to see if you feel comfortable with us, if it’s a relationship that is going to benefit you and of course are we going to be able to bring value via financial planning to your position.
If your happy and comfortable for us to proceed we then collect information regarding your financial situation, your lifestyle and concerns, your goals and objectives and set about to research and compile tailored strategies that will be most appropriate to achieve these desired outcomes. We then document these strategies in a well detailed “Financial Plan” explaining how our recommendations will address your concerns and satisfy your needs and objectives for you to consider as well as answer or explain in further detail when required.
And finally we will then assist you to complete all documentation required to implement the recommendations, before forwarding these documents to the respective parties for processing and putting your financial plan into place.
Watch our video series to learn more about the value of getting financial advice, how it applies to common life events and how we can help you.
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