Nurturing Your Legacy

Strategies to Achieve Financial Freedom into Retirement

Professionals Exiting Career

Retirees

Legacy Business

Live the life you want with financial security and independence. We’ll review your entire portfolio to reduce risk and maximise value across your assets, trusts, superannuation, pension, estate and business taxes.

Financial Assessment How We Can Help Our Process Book a Call

We Start By Getting To Know You

There’s no one-size-fits-all solution when it comes to managing your money. That’s why we take the time to hear your goals, concerns and long-term objectives with an obligation-free discussion.

How We Help

Understanding your financial health lets us tailor our services to your priorities. We’ll look into your saving habits, investments, debts, business finances and more to identify where opportunities lie.

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Goals That Drive Your Future

Setting goals is not just about numbers – it’s about defining what success looks like to you. We’ll help you create a clear roadmap to live the life you want.

How We Help

Self-Managed Super Funds Taxes – Navigate the complex SMSF laws and regulations to minimise taxes and grow your nest egg.
Personal tax returns – Get the most from tax time with personalised solutions focused on maximising your returns and savings.
Retirement planning – Retire without compromise with strategies to maximising your super and income in your next chapter.
Wealth protection – Safeguard your wealth with our proven strategies to secure assets, reduce risk and maximise your money for years to come.
Superannuation advice – From benefits to tax savings, we’ll show you how to make your retirement fund work harder so you don’t have to.
Virtual CFO services – Flexible, on-demand solutions to drive performance, backed by a team that knows your business inside out.
PAYG & Super Lodgements - Tailored accounting solutions to keep on top of employment taxes and gain invaluable insight into you’re your finances.

What makes us different?

Dedicated Client Services Officer

Speak to one specialist who understands you and your business inside out.

Personalised, scalable solutions

As your financial needs grow, so does our support. Count on our comprehensive service to put your goals first at every step.

One service, many touchpoints

Simplify your finances with tax, accounting, and financial planning under one roof.

Transparent pricing, services, and timing

Know exactly what’s included and when to expect results.

Responsive communication

We’re available anytime, whether in-person, via video, email, or phone.

Wealth, accounting and business specialists

With decades of experience, we’ve seen it all. Rely on our financial expertise to build a better future for you and your family.

Make sense of every cent.

OVA is your go-to for tax, accounting, and finances—supporting the Gold Coast and beyond.

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Your journey with OVA

Our straightforward process ensures you feel confident every step of the way.

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How we’ve helped our clients.

Chris and his team always do a great job on my tax and look after everything for my business to make it run as smooth as possible, it's great knowing I am in good hands when it comes to my tax and there is a really nice taco place near by!

Shane Q.

Happy Customer

This was my first time at Oakview and it wont be my last, Chris did a great job! Me and my partner were both very happy with his professionalism and knowledge. Best tax experience I've had in awhile! Cheers

Troy R.

Happy Customer

The people at OakView Financial have been fabulous. They have been very transparent and don't use jargon. Which means you get the best deal that is right for you. I found the process of moving my super into a better fund easy and hassle free. I recommend them to all my friends and family.

Jenny B.

Happy Customer

I can always rely on Chris and his team to get my tax done right, and on time. Oakview Accountants are extremely thorough which gives me the piece of mind I need so I can focus on other things, such as finding the best Mexican restaurant in town.

Tim H.

Happy Customer

Jacquie is an exceptional accountant and highly recommended her for working on my company considering the last accountant was a novice. Thanks team for your help all the best

Gabriel A.

Happy Customer

Thanks to Tarek, Tim and any of the other team members I have encountered who have dealt with me and got my super up and going well. You guys' Rock!!

Sharon M.

Happy Customer

Sevy and his team are exceptional at what they do and they are extremely helpful! they care about you want and what your goals are, positive in every aspect and look after you like one of there own. Highly recommended!

Drew P.

Happy Customer

Coming from the financial services "world" myself, I have to say thanks to you guys! Patient, professional and prompt to name a few. Looking forward to continuing to work together with you guys well into the future! Thanks again

Lee S.

Happy Customer

I would recommend them if anyone wanted to have a discussion on Superannuation, general investment advice or your insurances that protect your income. Great job Sevy and the team !

Zhun B.

Happy Customer

The end result is they have been very easy to deal with, very persistant even when I'm busy to make sure my review is completed and my details updated to reflect my circumstances every year.

Nathyn C.

Happy Customer

Sort your money out.

Book an obligation-free call today to secure your financial freedom tomorrow.

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