aurum planning wa

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OUR SERVICES

Investment Advice and Asset Management

Aurum Investment Strategies are formulated based on the combination of Global macro economic trends and individual company research after careful assessment of risk tolerance.
 
Our independence allows us to reach out to a wide research base, both domestic and international.  We rank our research sources based on long term success.
 
The research team at Aurum monitors a large range of investment ideas, gradually narrowing the ideas into advice using in depth filters.
 
It is critical that we understand and help our clients understand the difference between investment and speculating. We aim to help our clients understand the risk and reward of each investment allocated to portfolio’s.
 
A lack of transparency can lead to complacency. Aurum clients understand where their money is.
 
We do not use leverage.


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perth office
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
l albany office
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
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