Welcome to OYT Wealth
OYT Wealth feel extremely privileged and excited to announce the acquisition of Lehmann Flanigan Financial Services (LFFS). We have all personally known John Flanigan, in addition to working closely with him for over 10 years, and feel honoured that we now have the opportunity, with John’s endorsement, to continue to support you with your ongoing financial planning and insurance needs.
What can you expect from the new OYT team? Firstly, we are thrilled to let you know the same familiar faces you have come to rely on are still with OYT Wealth. Derek, Melanie and Sara have joined our group and bring with them a wealth of knowledge, experience and continued familiarity. Secondly, the addition of a diverse, driven and experienced team from OYT Wealth will further help the new Group deliver the ongoing professionalism and consistency needed to help each client plan today, so they may own their tomorrow.
We encourage you to drop into our new office at 17 Vaughan Terrace in Berri (Tamblyn House) and say hello to the Team. We also ask you to keep an eye out for an exciting new website, continuing Wealth E-Newsletters and, of course, the wonderful service and support you have always come to expect.
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OYT Wealth is a South Australian based financial planning firm with considerable financial planning expertise and provides advice to clients Australia wide. OYT understands that every person is different, having their own needs and objectives. As a result, OYT Wealth's dedicated team is prepared to tailor and streamline inpidual plans for its clients.
These plans suit current and future financial circumstances and outline how each client's money and other assets are managed as effectively as possible. They also allow our clients to make genuinely informed decisions that move them towards a more secure financial future.
The firm is licensed under Charter Financial Planning. Through Charter it has access to an enormous range of Australian and International offerings, with over 400 Investment options and 40 leading Fund Managers available.
Taking the first step towards your financial security is easy. Simply call us on 08 8582 3555 or use our website to organise a complimentary consultation. The complimentary appointment will include an overview of the financial planning process and a review of your current position.
For further information please refer to Our Services.
