Oliver Carrington
Deep meaningful conversations with my clients
Oliver is the proud father of two beautiful children whos names are Jack and Michaela and they all currently reside in Southbank Victoria.
Oliver is the second generation in his family to be in the financial services industry with his Father Paul doing what Oliver does now back in the ninties. In more recent times Paul now helps financial profesionals like Oliver provide sound investment outcomes for their clients.
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In 2011 Oliver started his own Financial Services Company called Carrington Financial Group, which offers a diverse range of financial services and products to help his clients achieve their financial goals.
Oliver also works closely with Your Home Loan Advice which allows him to provide home loan and other finance lending assistance.
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Visit Your Home Loan Advice here
Visit Carrington Financial Group here
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To find out how he can help you, book a no fee, no obligation appointment below.
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Why Oliver
Expertise. Experience, Integrity and Passion
Oliver has over ten years experience in Financial Planning and Mortgage Broking Advice.
He works with his clients, providing exceptional consulting services that are catered specifically to their financial and lifestyle needs.
Oliver's passion for helping people is undeniably clear once you have met with him.
Below are the Primary Services he offers.
Superannuation Advice, Wealth and Investment Management
Helping achieve your financial goals
Oliver's services are customised to meet the specific needs of each of his clients. He works collaboratively throughout the entire process and provides measurable results to help with his clients wealth creation and retirement plan.
Personal Insurance (Life, TPD, Income Protection)
Protecting whats most important
With a large under insurance problem for Australians, Oliver is passionate about providing his clients with comprehensive Personal Insurance to protect them and their families.
Including Life, TPD (Total & Permanent Disablement), Income Protection, Trauma, even Health Insurance and Home/Car/Contents cover
Money Management
Simple and affective strategy and your own Personalised Wealth
Phone App
Oliver provides his clients with a fantastic tool that he manages ongoing. It allows his clients to set goals and see in real time their debt come down or their savings increase.
Can also provide monthly reporting on your spending and saving.
Oliver's Service Packages
Your Financial Needs are different to the next person
Everyone is at a different life stage and this is no different when it comes to your wealth creation and wealth protection. To ensure Oliver can help his clients he has developed different packages to fit the current needs of his clients. At anytime the packages can be upgraded, downgraded or cancelled with no exit costs.
Lite Program - General Advice Only
$55 per month
Direct Debit from bank account or credit card
Everything in Starter plus:
- Pro Pack Wealth Portal including...
1. Live Realtime Cashflow & Budgeting Reporting on your personal banking.
2. Monthy Personalised reporting on your total financial position.
3. Digital online signing of documents
4. One secure space to control every aspect of your finances.
- Pro Pack Wealth Portal subjec to change. Ask to learn more.
- Oliver available on Video Conference or the phone anytime.
- Monthy Communication on further tricks and tips emailed to you.
- Cancel anytime and drop back to Starter
Oliver's Service Packages Cont..
Olivers Full Advice Package
For true value Personal Financial Advice, Oliver offers a completivly priced package which will encompass all areas of a clients financial needs
Private Wealth Client - Personal Advice
Starting at $2,400 per annum
May be eligable to be paid by your superannuation
With your circumstances always changing its best practice to seek professional advice and assistance on an ongoing basis
Our service standards: what we agree to do
We will provide you with an Annual Advice Service (AAS) which will address:
Everything in Lite Program plus:
- minimum two face to face appointments with Oliver per year
- personal Financial Planning Advice on your current financial needs
- life Insurance advice
- superannuation & Investment Advice
- SMSF Establishment Advice
- estate Planning
- your changing needs and objectives
- the economic environment
- investment sector performance
- rebalancing of your portfolio/s
- your investment risk profile
- investments available
- taxation position of your superannuation
- fund manager and investment performance
- report of all current insurance
- review insurance premium affordability
- your income/occupation and debt levels
- searching for lost superannuation
- consolidate superannuation if required
- your family situation and health.
- renewal of POA & Will if required
- help updating your personal wealth portal
- report on current available interest rates
- refinance any loans where required
legislative changes to your investments
Oliver's Clients
Oliver has been fantastic in helping us with alot of our financial goals. He helped us with the sale of our property and has since helped invest the proceeds so we can buy another house in the future.
Joel & Cherie
We have been dealing with Oliver for over six years now. We trust his work, we have had great success using his services.
Justin & Fiona
Oliver was refered to me by my General Insurance agent and it was the best thing for me. All my super has been consolidated and Oliver helped me reduce my insurance premiums significantly.
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I have recieved more service from Oliver in two months compared to my old guy in 20 years!
Kevin Woodhams
I absolutely love my chosen career. Its an absolute pleasure and honour to be given the responsibility by so many people to help them make smart financial choices.
Oliver Carrington
Interested in joining Oliver' community of satisfied clients?
Contact him today.
Question or Comment?
Have a particular challenge you’re trying to deal with? Contact Oliver today and see what he can do for you.
Oliver offers an obligation and cost free appointment which can be face to face, via video conference or a simple phone call.
Consulting to clients all around Australia
Head Office: Level 8, 179 Queen Street Melbourne VIC 3000
Direct: 0422 052 979