Oracle Group
- Company typePrivate
- Founded2012
- HeadquartersSouth Yarra, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
Oracle Group firmographics
Firmographics- Name
- Oracle Group
- Legal name
- Oracle Group Pty Ltd
- Website
- https://oracleplan.com.au
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Oracle Group industry classification
Industry- Product category
- Wealth Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industry
- Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Oracle Group is headquartered
LocationHeadquarters
- HQ city
- South Yarra
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Oracle Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: Oracle Group generates revenue through financial advisory and planning fees for wealth strategy, property investment advisory, tax minimisation strategies, debt reduction planning, and retirement planning services. The specific fee structure is not publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Free initial strategy session |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Oracle Group product offering
Product offeringCore offering
Oracle Group is a financial advisory firm that helps everyday Australians build long-term wealth primarily through strategic property investment. Its core offering comprises five advisory service lines — Wealth Strategy, Investing for Retirement, Tax Minimisation, Debt Reduction, and Mortgage and Finance — delivered via a four-step consultative process (initial meeting, strategy meeting, implementation, ongoing growth development). Services are coordinated end-to-end through an in-house team and a partner network of mortgage brokers, accountants, legal firms, and property managers, supplemented by website-based financial calculators and a referral rewards program.
Product overview
Oracle Group is a wealth creation and financial advisory company operating through a consultation-based model rather than a unified software platform. The core offering consists of five primary service areas: Wealth Strategy (comprehensive investment advisory), Investing for Retirement (superannuation-focused planning), Tax Minimisation (tax structuring through property), Debt Reduction (debt management advisory), and Mortgage and Finance (broker connections). Supporting the advisory services, the company provides four digital calculator tools (Savings Goals, Loan Repayment, Budget Planner, Borrowing Power) available through their website for client financial planning. A Referral Rewards Program incentivizes existing clients to introduce new customers. All services are delivered through personalized consultation, with the company coordinating a network of professional partners including mortgage brokers, accountants, solicitors, and property managers.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Strategy Comprehensive wealth creation advisory service focused on long-term financial security through property investment strategies, helping clients acquire, maintain, and increase wealth through strategic development and effective management. Targeted at individuals and families seeking to build a property-led investment portfolio.
- Investing for Retirement Retirement-focused financial advisory service helping clients transform superannuation into a vehicle for retirement income, with emphasis on debt reduction, wealth creation, and sustainable retirement strategies. Targeted at pre-retirees and retirees in Australia.
- Tax Minimisation Tax planning advisory service that helps clients legally reduce tax liabilities through property investment structures, negative gearing benefits, and depreciation deductions while building long-term wealth. Targeted at property investors seeking tax-efficient wealth accumulation.
- Debt Reduction Debt management advisory service that helps clients structure debt to work for their investment portfolio, focusing on mortgage reduction strategies and prudent debt approaches for wealth accumulation. Targeted at individuals with mortgages or consumer debt seeking a structured reduction plan.
- Mortgage and Finance Finance connection service linking clients with mortgage broking partners (e.g., Empire Broking, Inovayt, Ridgemont Partners, UFinancial, Cura Capital) to facilitate home loans, investment loans, refinancing, and debt consolidation through established lending relationships. Targeted at property buyers and investors needing finance brokering.
Quantifiable outcome
- Help clients own their own home within 8-10 years
- +2 more outcomes
Companies that use Oracle Group
Customer profileNamed customers13 records
Segments5 records
Ideal customer profiles3 records
Oracle Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Oracle Group partnerships and signals
Strategic signalPartnerships
24 partnerships are on record, tiered core and minor.
- Empire BrokingcoreMobile mortgage brokers ensuring clients get appropriate loans with simple, easy process. Personal service with broker support throughout the entire process. Part of CCR of BLSSA Pty LTD (ACL: 391237).
- Ridgemont PartnerscorePersonalised home loan matching service with commitment to financial progress over the life of the loan. View home loans as integral part of overall financial plan.
- UFinancialcoreLeading privately-owned Australian financial services and property advisory firm helping clients navigate the complex financial landscape with diversified full-service model.
- InovaytcoreIndependently owned financial services company with 40+ team members and four national offices. Grown from mortgage broking to comprehensive financial services including commercial division. Known for exceptional customer service.
- Cura CapitalminorBoutique finance business specialising in commercial, equipment and residential lending solutions.
- RJ LegalcoreLaw firm specialising in Litigation, Dispute Resolution, Corporate Law, Property Law and Conveyancing. Provides practical and cost-effective legal solutions with professional and friendly service.
- Innovative Wealth SolutionscoreFinancial advice firm providing personalised wealth creation services with long-term approach. Services include investment advice, cash flow management, wealth creation, insurances, and retirement planning.
- HighviewminorAward-winning service offering Accounting, Financial Planning, Finance, Insurance, Bookkeeping and Digital Intelligence services for individuals and businesses.
- Image PropertycoreReal estate agents and property management services in Brisbane. Provides market knowledge, communication and transparency with services for investors, vendors, tenant connection, property maintenance and sales.
- Oakley Thompson & CominorBoutique legal practice established in 1881 with Melbourne CBD office. Specialises in corporate and commercial law, property law, litigation and dispute resolution.
- Blaak and Huynh LawyersminorBoutique law firm in eastern suburbs with holistic modern approach. Handles buying/selling homes and negotiating property deals.
- Fab AccountingcoreProperty tax experts helping maximise tax benefits of investing in property. Specialises in Property Tax Accounting, Asset Protection, SMSFs, Tax Planning, Business and General Accounting. Recently voted Top 10 Tax Return Experts in Australia.
- IntegraminorProperty management creating vibrant liveable communities. Dedicated property management team ensures properties are cared for with exceptional service and landlord support.
- CustodianminorProperty investment company helping Australians build long-term wealth through strategic land acquisition using proven methodology focused on compound growth and high-growth corridors.
- BMT Tax DepreciationminorQuantity surveying firm specialising in tax depreciation schedules for residential investment properties and commercial buildings. Preferred choice for accountants and property professionals.
- LandmarkminorBuilding and pest inspection service with Australia-wide teams of experienced professionals. Provides pre-purchase, new construction, and timber pest inspections using state-of-the-art technology.
- Terri ScheerminorAustralia's first landlord insurance policy created in 1990. Protects investment properties and rental income from tenancy-related risks including loss of rental income and damage to property.
- Bendigo Real EstateminorIndependent boutique real estate agency servicing Bendigo region since 1995. Multi-award winning business with consistent outstanding results.
- Smart Property TaxminorProperty tax specialists founded by experienced accountant with passion for property. Team brings over 50 years of experience in tailoring tax solutions for diverse investment portfolios.
- PendleburyscoreAccounting, taxation and SMSF management services. Also provides estate planning, asset protection and business structures advice. Focus on client accounting and tax worries so they can focus on what matters.
- Walker Real EstateminorProperty management within 80km of Melbourne CBD with 25+ years experience. Provides off-the-plan property management including construction checking as independent body.
- Certainty PropertyminorProperty management with skin in the game approach. Offers Australia's most comprehensive rent guarantee paying rent when vacant, tenant in arrears, or rent falls. Manages leasing to find and keep best tenants.
- SMART Financial AdvisoryminorFinancial planning firm focusing on Retirement Planning, Investment, Superannuation, Personal Insurance, Estate Planning, and Centrelink/Aged Care advice. Corporate authorised representative of InterPrac Financial Planning.
- Strategic SuperminorSuper specialists ensuring SMSF structuring, compliance and administration are done right. Provides peace of mind for Australian families and individuals.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Oracle Group competitors and assessment
Company assessmentDirect peers
- Wealth Within: Australian financial education and property investment advisory firm providing wealth creation strategies to everyday Australians, with comparable educational content and direct-to-consumer advisory model.
- Metropole Property Strategists: Australian property investment advisory firm offering strategic wealth creation through property, very similar to Oracle Group's core model of long-term property-led wealth planning for individual Australians.
- National Property Buyers: Buyers agency specialising in property investment acquisitions for Australian investors, comparable in service category (property investment advisory) and target client base (individual wealth creators).
- Propertyology: Australian property investment research and advisory firm serving everyday investors with strategic property guidance, comparable in target market (everyday Australians) and property-led wealth creation thesis.
- Wakelin Property Advisory: Melbourne-based buyers agency and property investment advisor helping Australians build wealth through strategic property acquisition, directly comparable in geography, customer base, and service offering.
Broad incumbents
- Yellow Brick Road Wealth Management: Established Australian wealth management and financial advice firm offering broader financial planning, SMSF, lending and investment services across Australia — a larger incumbent operating in overlapping segments.
- IOOF / Insignia Financial: Major Australian wealth management group providing financial advice, superannuation, and SMSF administration — a broad incumbent with overlapping client base and SMSF specialisation.
- AMP Limited: One of Australia's largest wealth management and financial advisory groups, offering financial advice, SMSF administration, and superannuation at significant scale — a broad incumbent in the same end market.
Emerging players
- Cura Capital: Australian boutique commercial and residential lending business — directly relevant as Oracle Group's documented lending partner and a comparable emerging player in the property finance advisory space.
- Link Wealth Group: Australian financial advisory firm serving individuals with wealth creation and retirement planning, comparable customer base with a similar consultative advisory model and SMSF capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Oracle Group social profiles
Digital presenceOracle Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oracle Group leadership team
Management profileNumber of profiles
Profiles3 records
Oracle Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Oracle Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Oracle Group
What does Oracle Group do?
Oracle Group is a financial advisory firm that helps everyday Australians build long-term wealth primarily through strategic property investment. Its core offering comprises five advisory service lines — Wealth Strategy, Investing for Retirement, Tax Minimisation, Debt Reduction, and Mortgage and Finance — delivered via a four-step consultative process (initial meeting, strategy meeting, implementation, ongoing growth development). Services are coordinated end-to-end through an in-house team and a partner network of mortgage brokers, accountants, legal firms, and property managers, supplemented by website-based financial calculators and a referral rewards program.
Is Oracle Group a public or private company?
Oracle Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Oracle Group founded?
Oracle Group was founded in 2012. It employs 11 to 50 people.
Where is Oracle Group based?
Oracle Group is headquartered in South Yarra, Australia, in the Oceania region.
How does Oracle Group make money?
One revenue line is on record: financial Advisory Services.
Who are Oracle Group's main competitors?
Direct peers on record are Wealth Within, Metropole Property Strategists, National Property Buyers, Propertyology and Wakelin Property Advisory. Broad incumbents are Yellow Brick Road Wealth Management, IOOF / Insignia Financial and AMP Limited. Emerging players are Cura Capital and Link Wealth Group.
Does Oracle Group have an API?
No public API is recorded for Oracle Group.
What industry is Oracle Group in?
Oracle Group's product category is Wealth Advisory Services. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 523940 and its SIC code is 6282.