OAUM Securities Pty Ltd
Dickson ACT
Dickson ACT
OAUM Securities is a results-driven financial solution provider with over 50 years of combined business experience.
We focus on the 'How' we can get you to achieve your goals because you already know what you want to pay more attention to your financial matters.
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What do you love most about your job?
Helping clients reach financial freedom by providing tailor made advice and solutions that meet their specific needs.
What inspired you to start your own business?
Helping clients to reach their financial goals by inspiring them with my story on how an immigrant with no assets was able to buy his first place at 22yrs of age and got to 7 properties and worth over $1m by 27yrs of age.
Why should our clients choose you?
I have seen alot of ads on social media on financial tips from influencers that may not be qualified to provide financial advice & mortgage broking. Prospective clients should choose me as I have one of the most academically and practically qualified Financial Adviser & Mortgage Broker in the industry as I have my Masters degree and have direct experience settling my personal investments. I practice what I preach when investing and I'm not an adviser that would give you advise on something I wouldn't do. I've implemented this mantra within my company and hire resources that also match.
To summaries why you should choose us, we are knowledgeable, hard-working and will get you a great result for your specific needs.
Can you provide your services online or remotely? If so, please add details.
Yes, we can provide our services remotely as platform is cloudbased and allows for remote working. We can meet via google meets, zoom, teams or any other platform.
What changes have you made to keep your customers safe from Covid-19?
We provide virtual meetings and then provide documents to sign. 100% of our work can be done remotely.
Asset & Wealth Management
We thrive when our clients thrive. This mutual understanding is the basis that builds trust and success. When sourcing investment options for our clients, we tailor their ideals and desires to the portfolio we develop. We provide specific goal-orientated advice that is tailored to help our clients reach financial freedom. Book an introductory meeting today to learn more about how we can make you/your business thrive further.
Mortgage Broking (Residential & Commercial)
Secure your Home & Livelihood
Our clients are our number one priority, and our services prove just how committed we are to their success. We provide assurances of our client's financial ability for large purchases - homes, investment properties, vehicles, and other sizeable assets. We analyse our client's holistic financial position prior to shortlisting products that would suit their needs to be able to borrow. We ensure adequate documents are collected initially to reduce the back-and-forth interactions between lenders, our clients, and ourselves.
Investment Management
The Path to Success
Our services are customised to meet the specific needs of each client. We work collaboratively throughout the entire process and guarantee measurable results. We cater to various individuals from new entrants into the workforce to more mature individuals who would like to make the effort to put the right checks and balances in place to achieve financial freedom in the future. We assess our client's risk appetite and their drive to develop an adequate plan for them to meet their goals while maintaining a good quality of life throughout their journey. Contact us to find out how we can help today.
Cost Estimation & Financial Management
Understanding your Financial Position
We analyse our clients' current financial position and develop forecasts to provide alternatives of what their financial situation could look like if they made some changes. We account for various elements in our clients' life and prepare a detailed budget for them where they can track their progression. Ultimately leading to financial security. To find out more, get in touch
ICT Consultancy - Finance & Business Analysis
Detailed & Effective Requirements Gathering
We provide the necessary ground work that is often overlooked by some organisations. Our early engagement with our clients and stakeholders have assisted our clients in clearly defining their requirements which have led to successful project delivery. Let us work together and see how we can make your business thrive.
