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Please contact Oake Wealth for an initial consultation. Lets build a roadmap to success. We look forward to hearing from you.​


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Oake Wealth is a fully licensed Insurance broker and wealth management firm. Our brokerage provides life insurance, critical illness, disability, and travel insurance to protect you, your family, and your business.


Choose Oake Wealth to be your financial concierge and gain the peace of mind that your financial plans are on track.

Retirement​


Everyone’s retirement dream is a little different. Whether retirement is years away or you are already retired, we can show you ideas that will maximise the longevity of your savings. Let us show you some of our fresh approaches to retirement planning.

Our Services

Investments


You work hard for your money, make sure your money works hard for you. Let us help you choose the best strategy to make sure your wealth grows safely and securely.

Insurance products and services are provided by  Colin John Reginald Oake

Insurance


Protect yourself, your family, and you business. Putting in place the appropriate insurance plan will leave you with the peace of mind that your life and your assets are secure.