Financial Planning for individuals and businessess across Australia

Financial planning advice that’s on the money.

Know the flow of your finances to make, protect and grow your wealth. Expect straightforward advice that’ll help you achieve your goals sooner.

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Planning Services.

Manage your money around life goals with comprehensive planning solutions.

Wealth protection

Wealth Protection Advice You Can Trust

Protect and grow your wealth portfolio.
Debt management

Debt Management Made Simple

Master your money with smart debt strategies.
Superannuation advice

Superannuation Advice You Can Count On

Unlock the full potential of your retirement savings.
Personal insurance

Simplify Your Personal Insurance

Secure your future at every stage of life.
Free Financial Health Check

Understand your financial future in five minutes.

Gain a clear picture of where you stand financially with actionable steps to move forward confidently.

Take the financial health check

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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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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