Our Story
Let’s build your financial future together.
OAWM is a boutique financial planning firm based in Adelaide, serving clients across South Australia and beyond. We specialise in high-touch, high-trust advice for individuals, families, and business owners who value clarity, care, and long-term relationships.
We believe financial advice should be personal, empowering, and grounded in trust. That’s why we focus on building enduring relationships — not just portfolios.
At the heart of what sets us apart is our team of experienced professionals who combine decades of expertise with a genuine passion for service. We take the time to listen, understand, and deliver advice that feels truly personal to your situation. Our structured advice model adapts to your stage of life and the complexity of your needs, ensuring clarity at every step — whether you’re starting out, building wealth, or planning for retirement. We are also committed to continuous improvement, innovation, and compliance, staying at the forefront of industry best practice. With modern tools and forward-thinking strategies, we provide transparent and effective guidance designed to meet today’s challenges while preparing you for tomorrow’s opportunities.
