Our Services

Oakfield’s bouquet of services are offered across the following three service divisions.

Oakfield Wealth

Oakfield Wealth is tasked with the responsibility of accurately profiling client’s investment and wealth creation needs, and tailoring plans, linked to measurable financial goals, to achieve these plans.

Oakfield Wealth is able to offer client’s a range of product and pricing comparison’s to make informed and well weighted decisions.

A number of agreements with prominent insurance service providers ensures the Oakfield can offer their clients the luxury of choice and preference.

Oakfield Wealth’s services include the following:

Perform financial needs assessments to determine our client’s current situation.

Conduct effective risk profiling and analysis of our clients.

Create tailored Wealth and Legacy Plans to act as a roadmap towards client investment goals.

Conduct annual portfolio reviews by means of personal contact sessions.

Effectively manage risks by means of disability and dreaded disease cover and income protection.

Perform sound estate and endowment planning.

Oakfield Health

The Oakfield Health service division has specifically been created to aid the Oakfield clientele with medical aid administration and to be better able to propose alternative care plans and options.

Medical aid claims and related administration can truly be a nightmare and clients are often at wits end due to a lack of support from medical aid staff and offices.

Oakfield Health aims to create a critical support platform that will allow clients to review alternative medical aid cover options, resolve claims and to assist with any other administrative support such as changing medical aid plans.

Oakfield Health’s services include the following:

Medical aid service provider comparative analysis.

Medical aid plan pricing comparisons.

Offer administrative support.

Medical expense claim administration and support.

Resolve any long-term issues or problems.

Obtain emergency admission authorisations.

Oakfield Insure

Oakfield insure is also a service division born out of necessity with numerous Oakfield clients having been at the mercy of local insurers and sometimes lacking administrative support.

Oakfield Insure aims to be able to provide comparative pricing and product structures and be of service to Oakfield clients in case of claims or in a time of crises.

Oakfield insure will also be offering a range of products and services from different service providers.

Oakfield Insure’s services include the following:

Short term cover comparison analysis.

Short term product pricing comparisons.

Claim and administrative support.

Repair and claim authorisations.

Comprehensive vehicle insurance.

Home and household content insurance.

Business, related risk and reliability insurance.

Building insurance and other asset cover.