Our Services

OHM Financial Services can help you get more out of life

Partners OHM Financial Services is a specialist advice business that combines the resources and expertise of Chartered Accountants, OHM Australia and the Partners Wealth Group. Partners OHM Financial Services' license with Charter Financial Planning is held via PRPIA Pty Ltd (PRPIA).

Your Partners OHM financial advisor can provide the following financial services:

  • Investment advice including direct equities, fixed interest investments, listed and unlisted property, cash and money market investments
  • Pre-retirement and retirement planning advice
  • Self-managed super funds, master trusts, public offer super funds
  • Centrelink planning
  • Life protection including Life/TPD, Trauma and Income Protection advice and strategies
  • Wealth accumulation strategies
  • Assistance with planning for aged care facilities
  • Debt reduction strategies
  • Business succession planning
  • Limited recourse borrowing arrangements for buying property through superannuation using borrowed funds

With this broad skill set we can provide solutions to virtually any client problem and take a holistic view which we believe leads to superior outcomes. Should you wish to receive any further information on any of these services, please advise us and we will be pleased to assist.

Our Financial planning and investment approach follows a structured advice format. This provides clients and investors with the comfort of knowing that their investments are structured and selected in a fashion that considers not just the raw investment returns, but the effects that income, franking, depreciation and capital gains tax will play on the ultimate return.

Other services we can provide through our associated network include:

  • Accounting and Taxation Services (through OHM Australia Chartered Accountants)
  • Legal Services
  • Mortgage and Asset Finance
  • Property Syndication and Investment
  • SMSF Accounting and Administration

Central to financial advice is the role tax plays in the final outcome. We therefore seek to involve (or introduce where necessary) appropriate accounting and taxation advice from your accountant to optimize your outcomes and provide additional assurance.

General advice warning: This website contains information that is general in nature. It does not take into account

the objectives, financial situation or needs of any particular person.You need to consider your financial situation

and needs before making any decisions based on this information.

PRPIA Pty Ltd ABN 61 144 888 433
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: Level 22 / 33 Alfred Street, Sydney, NSW 2000

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