OYT Wealth

OYT Wealth OYT Wealth is a fresh and vibrant Financial Planning firm servicing the Mildura, Sunraysia, Riverland and Barossa Valley Regions.

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 impor

tantly, 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. Our professional services include:

- Personal, Family and Business protection
- Business succession planning
- Investment and Superannuation planning
- Pre-retirement and Retirement Planning
- Savings and wealth creation strategies
- Guidance on budgeting and goal setting
- Estate planning considerations
- Centrelink planning

19/09/2023

“Nothing is so fatiguing as the eternal hanging on of an uncompleted task.”
William James

27/08/2023

“When solving problems, dig at the roots instead of just hacking at the leaves”.
Anthony J. D'Angelo

13/08/2023

“If you are depressed, you are living in the past. If you are anxious, you are living in the future. If you are at peace, you are living in the present.”
Lao Tzu

30/07/2023

“Everyone thinks of changing the world, but no one thinks of changing himself.”
Leo Tolstoy

23/07/2023

“Kind words can be short and easy to speak but their echoes are truly endless”.
Mother Teresa

06/07/2023

“The smallest act of kindness is worth more than the grandest intention”.
Oscar Wilde

21/06/2023

“If you don't know where you are going, you might wind up someplace else.”
Yogi Berra

29/05/2023

“If we don’t change, we don’t grow. If we don’t grow, we are not really living. Growth demands a temporary surrender of security”.
Gail Sheehy

14/05/2023

“He whose life has a why can bear almost any how”.
Friedrich Nietzsche

11/04/2023

“You must have long-range goals to keep you from being frustrated by short-range failures”.
Charles C. Noble

Address

17 Vaughan Tce
Berri, SA
5343

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61885823555

Website

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