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OakView Financial

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Australia
Southport, QLD
OakView Financial

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- Tailored financial strategies for everyday Australians
- Founded by Sevy Zatta & Bart Ryan | AFSL: 513068
- 1300+ happy clients | $280M+ FUM

03/11/2026

Most people just stick with a default super fund without ever asking if there's another way. 🤔

An SMA offers a more tailored approach.

This reel explains the idea simply.

Not sure where to start?

Send us a message and we'll walk you through it.

29/10/2026

A case study worth knowing about, even if it's an uncomfortable one.

Before the GFC, a well-documented case involved retirees leveraging their homes to invest in shares.

In theory, the strategy can work. In practice, without the right time horizon or capacity to recover, some people lost far more than they expected.

Swipe through to see how we think about risk differently, including why we believe "high growth" means something different to everyone, and how that shapes the way we build portfolios.

26/10/2026

Your super is likely to be one of the biggest assets you ever build, so how you use it matters.

This reel is a gentle reminder to plan before you draw.

If you're thinking about retirement, we'd love to chat 👇

22/10/2026

Everyone starts somewhere with their super. Bart's first fund was industry super, back when he was working at McDonald's, and there's nothing wrong with that as a starting point.

But as your capital grows, so should your strategy. This carousel walks through why owning the underlying assets (rather than just a "unit" in a fund) can make a real difference to your tax position, and why our philosophy is built around protecting the downside rather than chasing the best possible year.

Swipe through, and remember, you wouldn't bet your house at the casino for fun. So why take that risk with your retirement?

22/10/2026

Rock beats scissors. Good money habits beat the shortcuts. ✊✌️

Swipe through six money matchups where the boring choice wins every time:

1️⃣ Paying yourself first vs saving what’s left over
2️⃣ Diversified index funds vs chasing hot stocks
3️⃣ Time in the market vs timing the market
4️⃣ Clearing high interest debt vs minimum repayments only
5️⃣ A 3-6 month emergency fund vs putting surprises on the credit card
6️⃣ Having a plan vs winging it

Which one do you need to work on? Tell us in the comments 👇

Not sure where to start? Send us a message and we’ll help you build a plan that fits your situation.

General information only. It doesn’t take your personal circumstances into account. Consider whether it’s right for you, or speak with a licensed adviser, before making financial decisions.

19/10/2026

If a great portfolio is a great piece of music, who writes it?

In this reel, we look at BlackRock's role as one of the world's leading "composers" in investing.

15/10/2026

What can Ed Sheeran teach us about investing? 🎸

Even the biggest artists don't have a hit every time, which is why relying on one pick is risky.

Watch the reel for the full analogy, and tell us your all-time favourite album in the comments 👇

13/10/2026

Ever wondered what actually makes one investment portfolio different from another, even when they hold similar assets?

It comes down to how it's all put together, just like the same four chords can make a completely different song depending on how you play them. Our SMA is one investment for clients, but underneath it's built from multiple diversified holdings working together.

Swipe through to see how we think about it.

12/10/2026

Apple is a great company, but what if you want exposure to more than just one? 🍎

That's the idea behind index funds.

This reel breaks down how they work and why so many investors use them as a core building block.

Do you hold any in your portfolio?

10/10/2026

What actually powers the way we build portfolios?

Part of the answer is Aladdin, BlackRock's risk platform.

This reel gives you a quick look at how it works and why it matters for the SMA we offer.

Message us if you'd like to know more!

Address

Southport, QLD

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6:15pm
Thursday	9am - 6pm
Friday	9am - 3pm

Website

https://linkin.bio/oakviewfinancial

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