Partners OHM Financial Services is a Melbourne-based financial and investment advice business with roots dating back to 1989. Since its restructuring in 2012, the company has been dedicated to providing highly personalized financial services to clients in order to safeguard and enhance the value of their assets. With a team of experienced financial advisers, Partners OHM specializes in assisting clients through life’s various challenges, such as navigating the financial implications of major life events like the loss of a loved one, welcoming a new child, changing jobs, or going through a separation.
At Partners OHM, clients can expect a comprehensive range of financial services tailored to their individual needs. The team, led by seasoned professionals like Peter, Luke, and Will, offers expertise in wealth succession, complex structures, taxation for high net worth family groups, aged care advice, and more. The company’s philosophy revolves around simplifying complex financial concepts and strategies for clients, ensuring they have a clear understanding of their financial situation and empowering them to make informed decisions to achieve their financial goals.
Partners OHM Financial Services prides itself on its commitment to providing exceptional service to clients, focusing on their unique circumstances and delivering tailored solutions that benefit all parties involved. With a wealth of experience and a dedication to making the complex seem simple, the team at Partners OHM is well-equipped to guide clients through life’s financial challenges and help them secure their financial future with confidence.