Silver Oak [ and why we are different ].

There are no hard and fast rules for financial planning. And there are no two sets of circumstances that are the same. Unlike many other financial planning organisations we do not offer pre-packaged plans. Every financial plan we create is unique; tailor-made for the people we are working for.

This has a lot to do with our success.

Talk to us. Tell us what you need. And what you want to achieve. An hour or two of your time is all we ask.
It could be the most valuable time you’ll ever spend.

PS: We’ve also added a few testimonials from people we’ve worked with in the past. Please read these and decide if this is the kind of service you are looking for.

Our inspiration pages:

One man by himself can only do so much. But give that same man the right support and backup and there’s no telling what he can achieve.

There are many examples of what can be achieved when you combine the talents and skills of the right people. We’ve included a few of our favourite stories on the Inspiration Pages of this web site. Some you’ll know, others are less familiar. They are all well worth reading.

These stories have a common thread. They are often business related. They all demonstrate how the right advice, support, collaboration, trust and care can turn an ordinary story into a remarkable story.

Silver Oak’s job is to provide advice and support so that you can do what you do best... work, run a business, start a business, retire, travel [ or do whatever you want to do ] knowing that everything is in place to make the most of your earnings and savings. Our job is to help you make the best decisions regarding your investments and future.

Any investment decision you make means you must take a risk of some sort. These decisions relate to the amount of money you invest, your circumstances at the time and your future needs and goals.

The risks include inflation, market timing, credit risk, changes in the interest rates and the risk of a change in legislation. Understanding the risks involved means you can make a more informed decision... you are free to accept some risks and reject others.

Our financial experience and local knowledge can help you minimise these risks.

Damian Espinosa [ Silver Oak ]