Our Services
Wealth Management
Our wealth management services minimize investments and maximize profits. Through our dedicated wealth managers, we support our clients in protecting, growing and utilizing their wealth.
Our wealth management services minimize investments and maximize profits. Through our dedicated wealth managers, we support our clients in protecting, growing and utilizing their wealth.
Retirement Planning
Retirement is at the forefront of many clients’ minds; we use our financial expertise and knowledge to deliver a tailored financial strategy unique to each client’s circumstances.
Retirement is at the forefront of many clients’ minds; we use our financial expertise and knowledge to deliver a tailored financial strategy unique to each client’s circumstances.
Educational Planning
As parents, we want to proactively and efficiently plan for the needs and goals of our children. Our team will be with you every step of the way, utilizing our wealth of knowledge to ensure only the best for children.
As parents, we want to proactively and efficiently plan for the needs and goals of our children. Our team will be with you every step of the way, utilizing our wealth of knowledge to ensure only the best for children.
Portfolio Management
Our clients are the priority for our team, which provides a personalized and analytical approach. We pride ourselves on providing our clients with resilient and robust portfolios to ensure their financial goals are achieved.
Our clients are the priority for our team, which provides a personalized and analytical approach. We pride ourselves on providing our clients with resilient and robust portfolios to ensure their financial goals are achieved.
Our Mission
Client success is our absolute mission, and we are devoted to making a client's thoughts on what they wish to achieve come true. The time is devoted to getting to know each client individually and in detail by our team of experts, who have decades of experience in the finance sector. We work with our clients to develop a strategy that is personal and unique to their situation, ensuring full success through the use of meticulous planning and extensive experience and knowledge. All clients are an essential component of our success, whether you're a corporation or an individual.
Benefits of Our Services
With a diverse range of solutions coupled with decades of experience from a professional team of industry experts, the benefits of working with Oaks Hill are vast and able to meet all our client’s particular needs and wants with a personal and detailed approach to every unique circumstance, we have you covered.
- Managed portfolios
- Wealth management and protection
- Risk analysis
- Tailored solutions
- Dedicated professional team of experts
- Intuitional trading
- Retirement planning
- Educational planning
- Charitable planning
- Diversification
Why Choose Us?
Client Focused
Our clients are absolutely at the core of our success; we pride ourselves on our clients’ success.
Full-Service Brokerage
As a full-service brokerage, we ensure it is not just a solution but the right one for our clients through our diverse range of solutions.
Our Team
Our team of experts and professionals has been hand-picked to create a diverse team, with experts in their sectors complementing each other.
At Oaks Hill, our clients are core to all we do. We give every member of our team a clear and concise company mandate. We use strong, resilient, and detailed methodologies to get to know our clients at a personal and individual level. Our team takes the time and care to fully understand your specific circumstances and needs, using the close partnerships we've created to provide our clients with the highest levels of service and advice that create unique and robust solutions geared towards ensuring that every client, no matter if they are an individual or corporation, is diversifying within a solution tailored for risk mitigation and reaching all-important long-term goals.
Our clients’ long-term goals vary, which is why a single solution will not cut it. Having a diverse range of services, including institutional trading, ETF’s, ECM’s, investment advice, wealth management, retirement planning, educational planning, and many more at our fingertips enables our team to create truly unique and tailored approaches to ensuring our clients’ needs get met, using not only their wealth of knowledge and experience within the financial industry but also the vast range of services at their disposal allows for the creation of robust, detailed solutions that consider a client’s risk tolerances along with individual financial circumstances to make sure it is the correct path to reach those important long-term goals.
Oaks Hill has gathered experts from different backgrounds in finance, such as analysts, investment bankers, portfolio managers, stockbrokers, and more. We ensure that we have the right expertise, knowledge, and experience to advise our clients in a responsible manner and professionally provide them with the best possible advice and solutions, regardless of their requirements or needs. We understand our clients are integral to our success, and our team ensures we are integral to their success.
Investment Calculator
Our handy Investment calculator can help you visualise your investment trajectory based on your current age and the age you expect to liquidate your portfolio. Knowing how much money you could see, and comparing that to how much you need at retirement you can put your mind at ease.
Using our investment calculator you can see just how much capital you need to start saving to hit your financial goals. Try it out below.