OUR SERVICES

Investment Advice

We seek to stay away from the inflexible, stale investments so favoured by many in the Financial Advising community due to cross ownership and lack of internal infrastructure, restricting the ability to make wholesale changes to client’s portfolios. Aurum Planning has spent the last 12 years building and testing it’s systems to ensure all clients have flexibility to act on up to date investment advice.

Personal Insurance

Consider the consequences of not being able to work for six months, or a year, or more as a result on illness or injury. Or, worse still, the death of the family’s breadwinner. While nothing can compensate for the emotional loss that such a catastrophe causes, Aurum Planning as a Life Broker can assist you to protect your family finances by putting in place appropriate personal risk insurance.

Asset Management

The rules of asset management have changed greatly over the past two years. No longer can we rely on reported facts and data for any asset class.

Asset management for the future will require a greater sense of reality than sitting back reading main stream media, company announcements, broker reports or property reports written by analysts with a permanently positive “long” view.

Asset management for the future requires intelligence gathering on all these fronts and a sense for how it fits in this constantly changing global economic environment.

	9 Axon Street SUBIACO WA 6008 PO Box 358 SUBIACO WA 6904 Tel: (08) 9381 1162 Fax: (08) 9388 1165 Email:aurum@aurumplanning.com.au Unit 3, 91-93 Aberdeen St ALBANY WA 6330 PO Box 5617 ALBANY WA 6332 Tel: (08) 9842 1255 Fax: (08) 9842 3343 Email: aurum@aurumplanning.com.au