The people
behind the plan
We are a dedicated team with one goal: to help you make smart financial decisions and feel confident about them.
Nick Oliver
Founder
Nick Oliver
Founder
Nick Oliver
Founder
Coming soon
Nick Oliver
Founder
Nick Oliver
Founder
Coming soon
Nick Oliver
Founder
JOIN THE OWL TEAM
We are always open to hearing from people who share our values. If you have the skills, the curiosity and the care our clients expect, get in touch. Tell us why you belong here.
WHAT OUR CLIENTS SAY...
Nick is proactive and thorough. He checks in regularly and keeps my plans on track. Thanks to his advice, I feel closer to my financial goals.”
Nick is proactive and thorough. He checks in regularly and keeps my plans on track. Thanks to his advice, I feel closer to my financial goals.”
Nick is proactive and thorough. He checks in regularly and keeps my plans on track. Thanks to his advice, I feel closer to my financial goals.”