Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2018
8 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Oakwood Wealth Management is a boutique personal wealth management firm providing all of the financial planning services Australians need under one roof.
You can count on our financial expertise, as we work in harmony with you to achieve your financial goals. We understand that your financial goals are unique, so our team will work directly with you to create a custom-tailored financial plan that will provide a foundation for helping you build and preserve wealth for you and future generations.
We offer comprehensive advisory and investment services to families and individuals across Australia, so whether you're in the process of building your wealth, or if you're near or already in retirement, Oakwood Wealth Management can make financial planning more manageable.
Our services are provided by a professional designated adviser that will work diligently for you and your family. We pride ourselves in building and nurturing long term client relationships based on a client-centric service model that focuses on personal interaction, individual attention, professionalism, and integrity.
Specialties
- superannuation
- investments
- personal insurance
- retirement planning
- estate planning
- finance
- business insurance
All 8 specialties
- Finance
- Investments
- Personal Insurance
- Business Insurance
- Retirement Planning
- Estate Planning
- Centerlink
- Superannuation
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU1341 Dandenong Rd; Chadstone, Victoria 3148Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Oakwood Wealth Management Pty Ltd?
1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Oakwood Wealth Management Pty Ltd have offices?
One address on record, Australia only. Primary: 1341 Dandenong Rd, Chadstone, Victoria 3148.
Has Oakwood Wealth Management Pty Ltd raised funding?
None linked to this brand.
What does Oakwood Wealth Management Pty Ltd list as its specialties?
Eight tags on the brand's own list, among them superannuation, investments and personal insurance.
Which companies are listed alongside Oakwood Wealth Management Pty Ltd?
Seven peer profiles on record: Wealth Investors and Hewison Private Wealth.