Oracle Wealth

At Oracle Wealth, we pride ourselves on being a highly qualified and experienced team of financial planners, dedicated to helping our clients achieve their financial goals. Our team is led by Hayden Burland, a Chartered Financial Planner and Chartered Fellow of the Chartered Insurance Institute, who has spent his career helping individuals and families achieve financial security and peace of mind.

Our Services

We offer a range of services designed to help you achieve your financial goals. Whether you're looking to plan for your retirement, invest in the stock market, or protect your family from unforeseen circumstances, our team is here to help.

Perfect Retirement

Our retirement planning service is designed to help you make the most of your retirement savings. We'll work with you to understand your retirement goals and create a personalized plan to help you achieve them.

Perfect Investments

Our investment service is designed to help you grow your wealth over the long term. We'll work with you to understand your attitude to investment risk and capacity for loss, and create a personalized investment portfolio designed to meet your goals.

Perfect Protection

Our protection service is designed to help you protect your family's financial security. We'll work with you to create a personalized protection plan that ensures your loved ones are financially secure, even in the event of the unexpected.

Perfect Legacy

Our legacy planning service is designed to help you ensure that your financial wishes are respected after you're gone. We'll work with you to create a personalized legacy plan that reflects your values and ensures that your loved ones are taken care of.

Why Work With Oracle?

We're an independent financial planning company, which means we have the freedom to access all products and all providers. This allows us to provide you with truly unbiased advice that is tailored to your individual circumstances.

Our Investment Philosophy

At Oracle Wealth, we believe that a successfully managed portfolio of funds comes from an open and pragmatic approach to investment. We promise not to overcomplicate matters and to listen to your needs and objectives. We believe that different styles of management, tools, and research work in different parts of the investment cycle and maintain a flexible investment process.

Our Values

We pride ourselves on our high standards of integrity and technical competence. We're fiercely independent and perform all research with the highest level of diligence and thoroughness. We believe that markets are only generally efficient in the long term, and that active managers may only be able to exploit inefficiencies over a long period. We believe that concentrated funds can suffer long periods of underperformance, and that to be selected, a fund must have a long-term expected return that is significantly higher for the risk taken than with a more diversified fund.