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About Us
Our financial strategies are designed to help you achieve your financial dreams. We want you to have peace of mind, no matter what twists and turns your life takes, which is why we make sure that you’re prepared for the worst, so that you can expect – and enjoy – the best.
Our Values
At Oracle Private Wealth, our values define who we are and how we serve our clients.
1
Personalised Service
At Oracle Private Wealth, we believe in providing personalised service to each of our clients. We take the time to understand your unique financial situation, goals, and risk tolerance, and we work closely with you to develop a customised wealth management plan that aligns with your objectives.
2
Holistic Approach
We take a holistic approach to wealth management, combining investment management, financial planning, and estate planning services to help you achieve your financial goals. We understand that wealth management is not just about investing money, but also about preserving and growing your wealth, and securing your financial future.
3
Trust and Integrity
We believe that trust and integrity are the foundation of any successful relationship. That's why we are committed to building long-term relationships with our clients based on honesty, transparency, and ethical business practices. We are dedicated to earning and maintaining your trust as your trusted partner in wealth management.
Meet Our Team
Meet our team of dedicated professionals who are committed to providing you with expert advice, personalised solutions, and exceptional service to help you achieve your financial goals.
Graham Wilkins
Managing Director
Jonathan Taylor
Executive Financial Planner
Mark Eliason
Executive Financial Planner
Derek Karam
Managing Director
Zamir Raffee
Executive Financial Planner
Partnering with you for a lifetime of financial success.
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