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

Big Oak Financial Services

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South Yarra, VIC
Big Oak Financial Services

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We specialize in personal financial advice for young families, business owners, professionals & medical experts, separated couples.

We offer guidance in education funds, asset protection, insurance, retirement, investments, superfund & estate planning.0

19/10/2026

📢 Your Will May Not Protect Your Super!

Did you know your superannuation generally sits outside your estate? Your will may not determine who receives it.

Without a valid, up-to-date binding death benefit nomination, your super fund’s trustee may have discretion over who receives your benefits.

⚠️ Changed relationships? Blended family? Nomination older than three years? It’s time to check!

✅ Review your nomination today.
✅ Make sure it’s valid and up to date.
📞 Contact your financial adviser now to discuss your options and protect your family from unnecessary uncertainty.

Don’t assume it’s covered. Check it today!

⚠️General Advice Only

15/10/2026

💡 Is Your Super and Insurance Still Right for You? 🛡️

Life changes, and your insurance needs can change too! Take a moment to review your super contributions, Life Insurance, TPD, and Income Protection to make sure your cover still suits your needs.

📢 Don't wait until it's too late!

📩 Get in touch today to arrange a review of your super and insurance. Your future is worth protecting! 💙

General Advice Only.

12/10/2026

💰 Why does Payday Super matter?

Your super gets paid sooner, giving your money more time to grow through investment returns. 🌱 Regular checks also help you spot missing contributions early and stay on track for retirement.

📩 Check your super today your future self will thank you!

General Advice Only

07/10/2026

💭 Can I help my children without compromising my retirement?

Helping your children is important but so is protecting your financial future.

At Big Oak Financial Services, we can help you find the right balance between supporting your family today and protecting your retirement tomorrow. 🌳

❤️ Help your children. Protect your future.

📞Scar QR Code to Contact Big Oak Financial Services today to discuss your options.

General information only. Your personal circumstances should be considered before making any financial decisions.

02/10/2026

🌳 Financial planning is about more than money.

It’s about protecting what matters, preparing for life’s big moments, and building a future with confidence.

💡 Your goals. Your future. Your plan.

Talk to Big Oak Financial Services today.

29/09/2026

💰 What if your money could work while you sleep? 😴

Your 30s aren’t just about earning more they can be about putting the money you already have to work for your future.

Through superannuation and a long-term investment strategy, your contributions can potentially generate returns, and those returns can themselves generate further returns over time.

The earlier you start, the more time your money has to potentially grow.

But are you:

✅ Making the most of your super?
✅ Contributing to a tax-effective way?
✅ Invested in an option that aligns with your goals and risk tolerance?
✅ Reviewing your strategy as your circumstances change?

You don't have to figure it all out alone.

🌳 Big Oak Financial Services can help you understand your options and build a strategy designed around your financial goals.

Because financial stability isn't only about working for your money.

It's about making your money work for you, even while you're sleeping. 💼💤

📩 Ready to put your money to work? Talk to Big Oak Financial Services.

General information only. This content is not personal financial advice and does not take into account your objectives, financial situation or needs. Investment returns are not guaranteed. Consider your circumstances and seek appropriate professional advice before making financial decisions.

28/09/2026

💬 Talking money with ageing parents isn’t easy, but it’s important.
Wills, powers of attorney, superannuation and aged care can be uncomfortable topics, but putting them off can mean important decisions are made during a crisis.

❤️ Start with care, not control:
“I want to understand your wishes so I can support you if you ever need help.”

At Big Oak Financial Services 🌳, we help families bring the pieces together from retirement and superannuation to aged care and financial planning, working alongside other professionals where appropriate.
Don’t wait for a crisis to start the conversation.

📩 Get in touch with Big Oak Financial Services to take the next step.

25/09/2026

🌕 Happy Mid-Autumn Festival from Big Oak Financial Services! 🏮🥮

As we celebrate this special season of togetherness, gratitude, and prosperity, may your days be filled with happiness and your future with abundance. ✨

At Big Oak Financial Services, we’re here to help you build a stronger financial future from planning and protecting your finances to working toward your long-term goals. 🌳💛

Because just like the full moon symbolizes completeness, the right financial plan can help bring greater confidence and security to the future you’re building.

Wishing you and your loved ones a bright, prosperous, and meaningful Mid-Autumn Festival! 🌕🐇

23/09/2026

The latest Intergenerational Report highlights a challenge many families face: housing is harder to access, and younger generations face a different path to financial independence.

1.Secure your own retirement first.

2.Set clear boundaries around financial support.

3.Decide whether help is a gift or a loan.

4.Discuss expectations openly.

5.Consider the long-term impact before making large financial commitments.

Supporting family is important, but it shouldn’t come at the expense of your own financial security.

⚠️ General advice only.

21/09/2026

💳 What would happen to your access to money if your partner passed away tomorrow?

It’s a question most couples don’t think about, until they have to.

If all your credit facilities are in your partner’s name, a sudden change in circumstances could leave you without access to the accounts you’ve relied on for everyday expenses.

That’s why having some financial footing in your own name can be an important part of planning for the unexpected.

And if you’re still working, timing may matter.

👉 A small financial step today could make a big difference when life doesn’t go according to plan.

Have you checked whether you could independently access the money you’d need if circumstances suddenly changed?

Let’s talk about it.

General information only. Not financial, tax or legal advice. Seek appropriately qualified professional advice before making decisions about financial products.

Address

Level 1, 14-16 Yarra Street
South Yarra, VIC
3141

Opening Hours

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

Telephone

+61400433216

Website

http://www.bigoakfinancial.com.au/

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