Oracle Advisory Group

I found Graham to be very friendly, knowledgeable and professional. He switched me over to a North Investment portfolio at no cost.

Sharon is very attentive to my situation, very approachable and I feel like a valued client rather than just a number in a large firm.

Things started off a little rocky with Oracle but once they fully understood my situation and what I wanted to achieve we have made great results.

The service is very good being able discuss business at our home is a positive for us. Johnthon we hope this finds you and family well

We have complete confidence in Scott. He has achieved outstanding results for us, far exceeding our expectations. He is prompt, thorough, reliable, friendly and extremely good at what he does. We have recommended him highly to all our family and friends.

The people that work at Oracle are excellent. The reputation of the financial advisory industry was for sometime less than perfect. The employees and owners of this business are very rapidly repairing that problem. Thank you to all the great friends at Oracle.

I tracked down the advisor at Oracle as he had been my advisor for many years at a previous financial planning office. I went to Oracle as I had felt very comfortable with their advice and explanations.
I am a little hard to please as I am a retired advisor and my son is an advisor as well.

I have found Jonathon very knowledgeable and experienced in the financial field and also with my investments. I find him a likeable young man and it is a pleasure to do business with him.

We have been a client of Graham for the last 16 years. When he advised us he was joining the Orical Group we had no hesitation about moving over to Orical as well Graham always has our interested in our business and what is best for us. We feel very fortunate to have Graham looking after our business affairs. Thank you to Orical and to Graham.

I have always found the Oracle Advisory Group and Scott Jacobs to be very courteous and professional with all dealings that I have had with them. They are on top of things and give good, sound advice. I feel very comfortable having our Superannuation portfolio with them and would not hesitate to recommend them.

Oracle Advisory Group is always easy to deal with. The receptionists are friendly and efficient and put us through to the person we need to talk to or advise they are unavailable and organise them to contact us asap. We deal mainly with Scott and Peter. They always return our calls or emails on the same day. They are available to answer our queries, give advice, help with related paperwork etc
We have always been happy with their advice and dealings with us. Our priority is to feel confident with the people handling our Superannuation.and we do feel confident with Peter and Scott.

Oracle have been such a good choice for my super management.
Professional and friendly, managing my superannuation fund so well I feel confident to be retiring in the near future
I am so happy to recommend Graham and the team at Oracle

Having Graham attend to my financial goals over the past 18 years, his knowledge and services provided are always suited to my needs.
Trustworthy and impeccable advice are his mainstay.

My husband and I have been very happy with our decision to have Scott Jacobs from Oracle Advisory Group look after our superannuation portfolio. He is very professional and easily contactable via telephone or email.

Graham Frater, has always been very helpful, he transferred some of my shares around and I was very happy with the progress they made. He is always available for me to ring or if not he rings me back ASAP, I wouldn’t want to change Graham I am happy to talk about my finances with him, he knows what I want and gets it sorted, plus he has a great sense of humour.

Scott has taken care of my finances (and those of my late Father) for several years. I like talking to him. He answers my questions thoughtfully and clearly. He offers advice when requested as well as when he feels it would be helpful. He responds quickly to any correspondence and carries out requests promptly. I am confident that my money is being managed well - my shares and Superannuation Fund are performing well, even during the difficult “Covid time”. I would not hesitate to recommend him to those looking for straightforward, honest advice. Jenny Helman

I am not confident in financial matters and it worries me. Scott always adivises me and he has my best interest at heart - I appreciate it very much and will continue to need his help in the future. It is comforting to feel you trust someone as much as I do with Scott.

Sharon has always given us quick and professional service at all times. We would have no hesitation in recommending her as a financial advisor.
Bob Rambaugh

My husband and I are very pleased with the service provided to us by Sharon Goodwin. If we are unable to speak to her directly when we have phoned she has always returned our call promptly. When we have sought advice we have always felt confident with her responses. We have sometimes found it convenient when we needed to sign documents that she is prepared to come to our home to complete these.

We have been dealing with Scott Jacobs at Oracle for some time now. Scott has gone above and beyond in helping our family with not only our Superannuation but with sound financial advice in other areas as well. Scott has always taken the time to explain things we need to consider, so we understand exactly what we need to. He has always made himself available to talk to us about any concerns or questions we may have. We cannot recommend Scott more highly.