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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Big Oak Financial Services

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Australia
South Yarra, VIC
Big Oak Financial Services

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We specialize in personal financial advice for young families, business owners, professionals & medical experts, separated couples.

We offer guidance in education funds, asset protection, insurance, retirement, investments, superfund & estate planning.0

05/11/2026

Your income is your biggest asset. Is it protected? 🌳

You insure your home and car, but what about the income that pays for them?

At Big Oak Financial Services, we help you review your existing cover, identify protection gaps and explore suitable Income Protection options.

Don't leave your family's financial future to chance.

📞 Book your complimentary 15-minute discovery call today!

General advice warning: This information is general in nature and does not consider your personal objectives, financial situation or needs.

02/11/2026

🏠 每月準時供樓，但如果有一天無法工作，房貸怎麼辦？

大家好！R誠邀您參加免費線上講座，與澳洲財務規劃師 Jannice Choo 一同探討置業家庭如何應對突發風險。

📅 11月4日（今個星期三）
🕗 墨爾本晚上 8:00｜香港下午 5:00
💻 Zoom 免費線上講座

📌 講座重點
✅ 收入突然中斷，房貸及家庭開支應如何應對？
✅ Income Protection、Life Insurance 及重大疾病保障有甚麼分別？
✅ 如何評估現有保障是否足以應付家庭需要？
✅ 如何結合物業規劃與財務保障，建立更穩健的家庭財務基礎？

買樓是長遠承諾，財務保障亦應及早規劃。無論您正準備置業，還是已持有物業，都歡迎參加 🙏

👉 立即報名：https://bit.ly/4io2ua5
（或直接 WhatsApp / Message 回覆我登記）

本講座內容僅供一般資訊及教育用途，不構成個人財務建議。

30/10/2026

🏠 在澳洲供樓，萬一病倒不能工作，如何維持按揭？
📅 11月4日（三）｜墨爾本晚上 8 時・香港下午 5 時
👉 免費報名：https://forms.gle/roATygDKhBBhHjzW9
(Google Form)

💬 如果明天開始無法工作，您的存款可以支撐多少個月的供款？
A. 3 個月以內
B. 3 至 6 個月
C. 6 個月以上
歡迎在留言區回答 👇

📖 一個隨時發生的故事

陳先生，多年前在墨爾本置業，每月供款約 $3,500。去年他突然確診癌病，慶幸及早發現，但需要停工治療半年。
收入一夜中斷，太太一份薪金無法同時應付供樓、孩子開支及醫療費用。幸好他在置業時聽取財務規劃師的建議，購買了收入保障保險（Income Protection）。停工期間，保險每月賠償其收入約七成，幫補供樓，無需擔心賣樓，亦能安心養病。

陳先生康復後說：「當時最慶幸的，不只是保住了墨爾本的家，而是家人的生活沒有因此改變。」

🔐 物業有保險，供樓的您，有保障嗎？

本次免費線上講座，Ricky 爸爸將聯同澳洲註冊財務規劃師 Jannice Choo，分享：

✅ 澳洲置業家庭最常忽略的財務風險
✅ 收入保障、人壽及危疾保險的分別與用途
✅ 如何為按揭及家庭開支建立財務安全網

🎤 主講嘉賓

Ricky爸爸｜Qualified Property Investment Advisor・Nexcon Homes 聯合創辦人
Jannice Choo｜Registered Australian Financial Planner

📅 活動詳情

日期：2026年11月4日（星期三）
時間：墨爾本晚上 8:00（AEDT）／香港下午 5:00（HKT）
形式：Zoom 線上講座（免費）
📲 在留言區輸入「保障」，或直接點擊連結報名：
https://forms.gle/roATygDKhBBhHjzW9

歡迎標記正在供樓的親友，一同為家人做好準備 ❤️

*以上故事為情境示例，內容僅屬一般資訊，並不構成個人財務建議。

#澳洲置業 #墨爾本置業 #澳洲供樓 #房貸保障 #收入保障 #家庭財務規劃 #澳洲理財 #物業投資

29/10/2026

🌳 Small Contributions Today. Greater Possibilities Tomorrow!

💰 An extra $50 a fortnight into super could make a difference to your retirement savings over time.

At Big Oak Financial Services, we help you:

✅ Review your super, investment options and fees
✅ Plan for a more comfortable retirement
✅ Explore salary sacrifice and contribution strategies

🌱 Small steps today can help build a stronger financial future.

📅 Book your complimentary 15-minute discovery call today!

🔗 https://bigoakfinancial.com.au/

General information only. Tax benefits depend on individual circumstances. Investment returns are not guaranteed.

22/10/2026

🏡 Mortgage Stress Is Real. Is Your Family Financially Protected?

With rising interest rates and living costs, Australian families need more than just a budget, they need a financial plan.

💰 How can your super help?
Your superannuation is more than retirement savings. Reviewing your super can help you check investment options, fees, insurance cover and whether your retirement strategy is on track.

🌳 At Big Oak Financial Services, we help you review your financial protection, superannuation and wealth-building strategies, so you can plan ahead with greater confidence.

Protect what you’ve built. Plan for what’s next.

General advice only

📩 Message us to book your complimentary 15-minute discovery call.

19/10/2026

📢 Your Will May Not Protect Your Super!

Did you know your superannuation generally sits outside your estate? Your will may not determine who receives it.

Without a valid, up-to-date binding death benefit nomination, your super fund’s trustee may have discretion over who receives your benefits.

⚠️ Changed relationships? Blended family? Nomination older than three years? It’s time to check!

✅ Review your nomination today.
✅ Make sure it’s valid and up to date.
📞 Contact your financial adviser now to discuss your options and protect your family from unnecessary uncertainty.

Don’t assume it’s covered. Check it today!

⚠️General Advice Only

15/10/2026

💡 Is Your Super and Insurance Still Right for You? 🛡️

Life changes, and your insurance needs can change too! Take a moment to review your super contributions, Life Insurance, TPD, and Income Protection to make sure your cover still suits your needs.

📢 Don't wait until it's too late!

📩 Get in touch today to arrange a review of your super and insurance. Your future is worth protecting! 💙

General Advice Only.

12/10/2026

💰 Why does Payday Super matter?

Your super gets paid sooner, giving your money more time to grow through investment returns. 🌱 Regular checks also help you spot missing contributions early and stay on track for retirement.

📩 Check your super today your future self will thank you!

General Advice Only

07/10/2026

💭 Can I help my children without compromising my retirement?

Helping your children is important but so is protecting your financial future.

At Big Oak Financial Services, we can help you find the right balance between supporting your family today and protecting your retirement tomorrow. 🌳

❤️ Help your children. Protect your future.

📞Scar QR Code to Contact Big Oak Financial Services today to discuss your options.

General information only. Your personal circumstances should be considered before making any financial decisions.

02/10/2026

🌳 Financial planning is about more than money.

It’s about protecting what matters, preparing for life’s big moments, and building a future with confidence.

💡 Your goals. Your future. Your plan.

Talk to Big Oak Financial Services today.

Address

Level 1, 14-16 Yarra Street
South Yarra, VIC
3141

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61400433216

Website

http://www.bigoakfinancial.com.au/

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