Who we are
Solid Advice.
Long-Term Security.
Ocean & Oak Private Wealth provides strategic financial advice grounded in sound judgement and technical expertise. We listen to our clients and take the time to deeply understand their circumstances, priorities and aspirations, so every strategy is tailored to their goals and long-term objectives.
Led by Principal Robert Mahony, a Certified Financial Planner® professional with more than 20 years of experience, we combine technical expertise with sound judgement. We provide strategic financial advice designed to support you through every stage of life and business with confidence.
Who We Advise.
We partner with professionals, business owners, families and private individuals who value a long-term approach to building and preserving wealth. Whether you’re growing your wealth, navigating financial complexity, planning for retirement or creating a lasting legacy, we develop tailored strategies across superannuation, investments, personal insurance and estate planning. This brings clarity and confidence to every financial decision.
Our Services.
Portfolio Management
Investment strategies shaped around your goals, timeframe, and comfort with risk.
Retirement Planning
Plan ahead with confidence and build a clear path toward the retirement you want.
Superannuation
Make informed decisions about one of your most important long-term financial assets.
Personal Insurance
Protect your income, lifestyle, and family when life does not go to plan.
Estate Planning
Put the right plans in place so your wealth passes according to your wishes.
Financial Advice
Practical advice that evolves with your life, goals, and changing circumstances.
Succession Planning
Prepare for the future of your business, family wealth, or financial responsibilities.
Wealth Creation
Build, grow, and manage your wealth with a strategy designed for the long term.
The Ocean & Oak Difference.
Country values.
Sophisticated wealth advice.
With more than 20 years of experience, Principal Robert Mahony CFP® has helped professionals, business owners, families & private individuals navigate financial complexity with clarity and confidence. His advice is grounded in technical expertise, thoughtful judgement and a genuine commitment to understanding what matters most to each client.
- Tailored Advice: Every strategy is designed around your circumstances, priorities and long-term objectives.
- Trusted Partnership: We build enduring relationships, providing proactive advice that evolves with your life, family and business.
- Clarity Through Complexity: We simplify complex financial decisions, giving you the confidence to move forward with purpose.
Begin a conversation.
Whether you're building wealth, planning for retirement or seeking a trusted long-term adviser, we'd welcome the opportunity to discuss how we can help.
Our Financial Planning Process.
Getting to know you properly is the foundation of everything we do. Our process is designed to understand your goals and priorities first, then build a financial plan around them, one that keeps pace as your life changes.
Understand
We start with an initial conversation to understand where you're at, where you want to get to, and how we can help you get there.
Assess
We work with you to pull together the information we need to form a complete and accurate picture of your finances.
Plan
We build a plan tailored to your goals, mapping out the strategy and steps to help you achieve them.
Implement
We put the agreed strategy into motion, keeping you informed and the process straightforward every step of the way.
Support
We stay by your side, reviewing your plan regularly and adjusting your strategy as your life and the markets evolve.