About Alpha Omega Wealth Management
Alpha Omega Wealth Management
At Alpha Omega Wealth Management (AOWM) our role is to help you pursue what is important to you. The process involves getting a deep understanding of who you are, your goals both now and in the future and your tolerance for risk. Using this knowledge in the financial planning process gives us a comprehensive snapshot of your journey to achieve financial independence.
No one’s life is static, so we take a long-term whole of wealth approach and invest your core wealth through informed, insightful, defensible, discipline and tailored advice to achieve your objectives and goals with reduced risk and increased reliability and certainty.
Reviews
| 5 | 100% | (1) | |
| 4 | 0% | (0) | |
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Tony Sea
We have had Michael and his team guide our finances since 2014. Our super funds are out performing our industry default funds and mine was a defined benefit fund. Our portfolio outside our super funds is also performing well with a good spread of options all paying relatively good dividend yields.
Trust is a big thing in finance, and we have always been comfortable with Michael's confidentiality and guidance.
We often recommend friends and family to Michael and his team and will continue to do so.
Tony and Mary
Where to find Alpha Omega Wealth Management
Alpha Omega Wealth Management
Price range $$
(08) 9242• • • •
Osborne Park, WA 6017
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