ABOUT
Securing your Financial Future Effectively
Since 2017, we’ve been effectively serving clients in Australia to reach their goals of financial freedom through our capability, adaptability, and scalability.
We are here to lighten the load off your shoulders. We're honest and reliable professionals whose priority is always the best interests of our clients.
You too could be on your path to financial freedom with us - get in touch to start benefiting from our services today.
OUR SERVICES
Expertise. Intuition. Ingenuity.
ASSET AND WEALTH MANAGEMENT
Expert Guidance
We thrive when you thrive. This mutual understanding is the basis that builds trust and leads to success. We consider your ideals and your future goals when sourcing investment options, which ultimately inform your personalised portfolio. We provide specific goal-orientated advice that is tailored to help you reach financial freedom.
Book an introductory meeting today to learn more about how we can help you or your business to 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. As a client of OAUM Securities, you can be confident that the advice we provide will align with the assessments undertaken by lenders, due to our extensive experience and expertise in financial management. We can support you in brokering large purchases - homes, investment properties, vehicles, and other sizeable assets. When it comes to accessing funds, we analyse your holistic financial position prior to shortlisting products that align with your unique circumstances. As licenced mortgage brokers, we ensure adequate documents are collected initially to reduce the back-and-forth interactions and manage the end-to-end process between our clients, the lenders, 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 a wide range of clients, from new entrants into the workforce looking to build their financial literacy, to professionals working to put the right checks and balances in place to achieve financial freedom in the future. We work with you to assess your risk appetite and your drive to develop a plan that will assist you to meet your goals, while maintaining a good quality of life.
Contact us to find out how we can help today.
COST ESTIMATION AND FINANCIAL MANAGEMENT
Understanding your Financial Position
We analyse your current financial position and develop forecasts to provide alternative future perspectives, based on recommended changes. We account for various life stages and prepare detailed budgets, allowing you to track your progression, with the goal of achieving financial security.
To find out more, get in touch.
ICT CONSULTANCY - FINANCE & BUSINESS ANALYSIS
Detailed & Effective Requirements Gathering
Working with both Government and private enterprise, OAUM Securities are experienced in undertaking requirements gathering leading to successful project delivery.
We provide the necessary groundwork that is often overlooked by some organisations, with our early client and stakeholder engagement resulting in clearly defined requirements. Contact us to see how we can help your business thrive.
