OakView Financial

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

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 👇

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

09/10/2026

Some of the faces behind the team that looks after your finances, caught on shoot day while we captured their new team photos ♥️

Big thanks to our photographer and location hosts!

Photographer: Kirra Smith | Gold Coast Photographer
Location: Gold Coast Photoshoot Location

Quick question: do you know how your super is invested? 🤔For a lot of Australians, it's sitting in the default option an...
08/10/2026

Quick question: do you know how your super is invested? 🤔

For a lot of Australians, it's sitting in the default option and hasn't been looked at in years. That suits some people just fine. But it's worth checking it still matches your goals, your timeframe and how comfortable you are with risk.

Swipe through to see how one investor rethought his. If you'd like a second set of eyes on yours, we're always happy to have a no-obligation chat. Send us a message or book via the link in our bio.

General information only. It doesn't take into account your personal circumstances.

07/10/2026

Ever wondered why even the experts struggle to consistently beat the market?

In this reel we break down Efficient Market Theory in plain English, and how a risk platform like Aladdin comes into the picture.

Got questions? Drop them below 👇

30/09/2026

Painless. Flexible. Low cost. And performing.

That's been our experience with the SMA.

One of the biggest benefits has been the flexibility it provides.

Rather than simply investing and leaving every decision to happen behind the scenes, the SMA structure gives us greater visibility and the ability to make changes to underlying investments when needed.

Combined with ease of administration, low investment costs and access to additional investment insights, it's been a positive experience for both our team and our clients.

Hear the team talk about why flexibility and control matter.

💬 What would you value most in an investment solution: ease of use, flexibility, low costs or greater visibility?

We'd love to hear your thoughts 👇

28/09/2026

Sometimes you find something so good, you wonder why it isn't more expensive.

That's exactly how we feel about the investment costs behind our SMA.

The structure allows for very low overall investment costs, while still giving us the ability to remain closely involved in shaping and overseeing the portfolio.

It's a collaborative approach.

We benefit from the additional expertise and infrastructure of BlackRock, while still maintaining a clear role in the investment decisions that matter to our clients.

As we like to put it...

We've got a much bigger ship behind us, but we're still steering it.

▶️ Watch the video to hear more.

💬 When it comes to investing, what matters most to you: keeping costs low, access to expertise or knowing who's behind the decisions?

Index fund or SMA - what's the real difference?Index funds are a great, low-cost way to track the market. But a Separate...
28/09/2026

Index fund or SMA - what's the real difference?

Index funds are a great, low-cost way to track the market. But a Separately Managed Account (SMA) uses a core-satellite approach, a diversified core, plus a smaller portion in targeted "satellite" investments designed to add a bit more.

Our favourite explanation from the team: it's like music. Same chords everyone else has, it's how you play them that makes the song.

Swipe through to see the full breakdown.

Address

Southport, QLD

Opening Hours

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

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