Financial Services & Wealth Management

Managing your money effectively is the key to ensuring you reach your goals,
and the Oncore Wealth team wants to help you reach them.

Gaining professional advice at critical times in your working life can make a considerable difference to your lifestyle, and the team at
Oncore Wealth Solutions wants to help make life as good as it can be.

The Wealth Management team can provide you with a full range of independently managed financial solutions such as superannuation,
insurance, estate planning and investments.

Oncore Financial Services & Wealth Solutions have the right financial solution for you, no matter what your needs.

Click here for Enquire about Financial Services & Wealth Management.

Wealth Management Solutions

Wealth Solutions is a specialised area, and the highly experienced Wealth team can support you in a range of financial decisions. Whether you need assistance or advice about Super, insurance or planning for retirement, Oncore Wealth Solutions will help you make the right decisions, based on your specific concerns and requirements. As well as professional advice, the team also offers support with:

  • Self-managed Super funds
  • Education funding
  • Stand-alone insurance
  • Estate planning
  • Transition to retirement
  • Margin lending
  • Trauma insurance

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Financial Services & Wealth Management

Superannuation

Oncore Wealth Solutions can provide expert financial support to ensure you have the right wealth solution for you

  • How much should I contribute?
  • How much can I expect when I retire?
  • How much insurance should I have?
  • Should my insurance reside inside of superannuation?
  • What type of investments should I choose?
  • Can I consolidate other superannuation funds?

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