James established Oak Advisory to provide independent retirement guidance for people who felt underserved by conventional advice firms. With a background that combines accounting and financial planning, he is particularly drawn to helping clients navigate the complex transition from work to long-term financial independence.
James founded Oak Advisory after noting a lack of options for people in Perth seeking independent financial advice.
With the founding of Oak Advisory, James intended to establish the firm of choice for people seeking retirement planning advice in the Perth area.
The company doesn’t use a one-size-fits-all approach. Instead, every financial plan is designed around your unique situation and goals. Whether you’re planning for retirement, buying property, or managing investments, they create strategies with the aim to help you succeed.
Advisers often try to cover every area of financial advice, but James took a different path. He believes that, like medicine and law, financial advisers should focus on their own specialist areas.
That’s why he chose to focus exclusively on retirement planning, with the goal of helping people prepare for and thrive in retirement.
He received a Certificate of Excellence for the marks he obtained during the course of his CPA study.
“After we lost a lot of money rapidly in a few months and dealing with the previous selfish, greedy & ignorant financial adviser, we had had enough, and we knew that we needed a good reputable another financial adviser who is honest, a good listener, and genuinely care for the client. But we didn’t know who to contact. We searched a reputable financial adviser online.Then we found Mr. James Harper from an OAK Advisory company online by chance. When we contacted the office Mr. James Harper sent me an email promptly for a free meeting for the first time. He is punctual, patient and listens to what we want to do for our financial needs. As soon as I saw him I knew he was a trustworthy person. So we agreed to make a contract with him. He prepared SOA (a Statement of Advice)for us which is good advice, simple, easy to understand and with a reasonable amount of fees. We thought he is a suitable financial adviser for us as we both are a self funded retirees. We accepted his advice and he arranged all the paperwork for us. We are now happy with our new financial arrangement without spending massive amount of fees. Mr. James Harper (OAK Advisory) is the most honest person and has a great deal of integrity that I know and has a gift for being tactful with his honesty.”~Khin, 65+ years
“We are retired and receiving an allocated pension. We had other property assets as well. We had arranged our affairs fairly carefully. We wanted a reality check done (especially around the issue of whether our rates of return could be improved). James concluded that we had been astute in our general strategy. However, he identified an opportunity to improve our returns by switching fund managers. His advice has resulted in a substantial increase (almost 100%) in our returns. James’ firm (Oak Advisory) is a fee only advisory and that gave us confidence that there were no obvious conflicts. His service was excellent. He travelled to Mandurah to meet with us and maintained his engagement with us until his recommended changes had been implemented. James is a talented and ethical financial adviser.” ~Glen, 65+ years
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