Student & Graduate Planning

How it works

We offer a free planning session* for university students and recent grads who want to tackle student loans, start saving, and make the most of their money right now.

What you'll get

• Complimentary access to our Oakbridge financial planning portal for six months

• Two detailed reports with visuals & year-by-year breakdowns.

• A clear list of what to do next—sorted by priority and easy to follow.

Planning fee

None! We provide this service free of charge for one client per month.

Get in touch

If you are a student or graduate, or know someone who would benefit from this service, fill out the form below to apply!