About Us
Client-Centric Commitment
Empowering Positive Change at Oak Capital Investment Company
Our unwavering commitment at Oak Capital Investment Company is to inspire a profound positive impact on the lives of our worldwide clients. We firmly believe that our clients are our most valuable assets, and we wholeheartedly dedicate ourselves to meeting your unique needs.
Our Principles
01
Respect
Respect forms the bedrock of our client interactions.
02
Care
We listen, learn, and endeavor to wholeheartedly support your distinct requirements.
03
Professionalism
Our pledge to provide professional service and unwavering support from the beginning to the end.
“No One Has Ever Achieved Financial Fitness With A January Resolution That’s Abandoned By February.”
Suze Orman
Founded in 2007, Oak Capital Investment Company was established with the mission of ensuring that clients seeking solutions are treated with the utmost respect, care, and professionalism.
Over time, we’ve expanded our offerings to cater to a broader spectrum of client needs, including financial planning services ranging from equity investments to retirement planning.
Oak Capital Investment Company is here to guide you every step of the way during your time of capital accumulation, estate management and retirement and legacy planning. We embrace openness and transparency, with our dedicated team committed to assisting you through each stage, always prioritizing you and your family’s best interests.
We understand the challenges associated with planning your financial future or navigating traumatic life events for you and your loved ones. Our goal is to alleviate stress and provide immediate, sustained value. When you choose to partner with us, you’re embarking on a lasting partnership built on trust and support.
Important Things You Should Know
Questions And Answers
How Do I Make A Claim?
We assist you in every step. If you are sick or injured the last thing you will want to worry about is getting forms. We do everything from start to finish.
Can I Claim This Back At Tax?
Yes we can look at different options to claim your insurance back on tax.
Can I Pay My Premiums Through Super?
Yes depending on the cover, things like life insurance, TPD and income protection can be paid with your super.
How Much Cover Should I Have?
Everyone is different, We work with you to figure out how much will be required.
No. All our fees are upfront and transparent.
