Long term solutions not quick fixes
We are proud to offer much more to clients than ‘off the shelf‘ products. Our approach is focused on providing personalised strategies and solutions, which help ensure the clients goals and objective are meet both in the short and long term. A key to our success is we continue to work with our clients on a regular basis and make adjustments and changes as needed.
Using our proven “5 Steps to Success” process we provide clients a comprehensive range of financial services which include:
- Taking the time to understand a clients Goals and Objectives
- Tailoring Individualised strategies
- Regular personal meetings
- Regular and personalised reports
- Access to our exclusive client portal which offers unique information
- regular newsletters and updates
- invitations to private briefings and presentations which explain what is happening within the financial world.
O&M advisers are fully qualified and can help you with all your financial needs including::
- Planning your Retirement including Centrelink optimisation and tax minimisation
- Growing wealth with diverse Investment Strategies
- Investment & Home Financing
- Small Business Advice
- Tax Effective Strategies
- Family Risk Protection Strategies
- Superannuation – Personal, Corporate and SMSF
- Education Funding
We have over 70 years of combined industry experience, which means that advice is not only based on the very latest information but is also judged in light of this invaluable experience.
We are particularly proud that almost all of our business comes from existing clients or referrals.