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Investment Loans & SMSF

Investment Loans & SMSF

Grow your investment portfolio and secure your retirement with Oak.

The right investment loan and restructure can save you thousands over the course of a loan. Our specialists are highly skilled at finding the best investment financing. The Oak Financial Group will assess your situation, consider your financial goals and ensure you can build your portfolio in the best way possible. We will take the hassle out of the paperwork and conduct all the appropriate research on your behalf so you can make that offer sooner – and settle sooner too!

Our team are experienced at arranging self-managed superannuation funds (SMSF) investment and stay up-to-date with all the changes that affect this area of investment. We can guide you through the regulations and rules to help get you closer to your retirement goals.

No charge for our service

Great options available for above 80% LVRs

Tailored loans to suit you and your situation

Saving you time and money by tapping into Oak’s knowledge and expertise


Browse more of our services

Construction Loans

When you are looking to secure that perfect block of land on which to build your dream home our team are ready to help.

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Asset Finance

When you are looking that ideal new car the last thing you need is to be paying more than you should for car financing so talk to Oak Financial Group.

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First Home Buyers

Securing your first home loan can be a little daunting but exciting too with expert advice and the personalised service that Oak Financial Group offer.

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Damien and I just wanted to thank you again for your time last Monday. You always go above and beyond to help us and it was very helpful having the conversation in person. We really appreciate your time late in the day and will be referring you to any of our friends looking to refinance. Thanks again.

- Nicola and Damien

Great service from the guys at Oak Financial. They found me the best offer in the market!

- Brendin Lo

We could not have been happier with the service received. Everything was done professionally and communication was excellent throughout.

- Maria & Neil, Millswood

It was a difficult application process but Joel bent over backwards to help out, This is the second time I have used Oak and will continue to do so.

- Stefan, Investor from Potts Point

This was our first time buying a home, which i'm sure everybody knows that this can be a long and stressful period in anyone’s life! Joel and his team really helped with lightening the load. Nothing ever seemed too much to ask of them. We would like to thank everyone involved for making our journey to home ownership a pleasant one! I would highly recommend this company to anyone!

- Joseph & Robyn, First time buyer from Bella Vista

Just wanted to say a BIG thank you for all your hard work refinancing our loan with NAB. Accounts are setup, online banking all working, funds available! All looks exactly as we requested.

- Belinda, Bexley

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