Tama Ohia

PSK Private Wealth

Silver

2 Yrs Experience

Melbourne, VIC 3000

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I first received my Certified Financial Planner (CFP) designation in 2007. I moved across to an Executive Role in Retail banking for 6 years, I wasn't enjoying it, especially during Covid. I decided to return to financial planning. I refreshed my education and skills. I completed a Postgraduate, the Professional Year and the FASEA exam. I'm all in for the reminder of my working life! It's great to be back working with clients getting ready to retire and those that are already retired. Being an adviser during the Global Financial Crisis was difficult but it taught me the importance of open and honest communication. I take the time to listen and understand how my clients make financial decisions in good times and bad!

Here's some things to consider as you prepare for retirement...

Are you making the right contributions to super?
When we have another inevitable market downturn, will you be comfortable to remain invested in your current investment or will you make a change?
When will you qualify for the Age Pension? What level of assets or income can you have?
When you pass, who will get your super? Will they have to pay tax?

And the biggest question of all… Are you ready? I tell my clients a good time to retire is when you're too busy to work.

Feel free to contact me to schedule a time to have a chat.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Growing Assets

We offer an initial consultation that is free from cost or obligation

4.25 May 2024

Tama is very professional in his approach to my needs and understanding. He makes himself available to me when I need assistance in any way. Glad he is looking after my affairs!

5.00 March 2024

We can't thank Tama enough for setting us on a solid oath to retirement. The whole process has been transparent and everything is confirmed and backed up by our Super Funds. Would definitely recommend Tama to everyone. Thanks Tama for EVERYTHIING.

5.00 March 2024

Tama has given me true professional advice that is protected me in my family over the years. I couldn’t recommend him highly enough. I sent all my family and friends to him because I know they’ll be in good hands.

5.00 March 2024

I think Tama's greatest asset is his ability to connect with me on both a personal and professional level. He asked questions that I thought would have no relevance to my situation but showed me how they did. Tama is very fastidious and thorough and still messages me regularly about things that may pertain to me. I could not recommend him any more highly.

5.00 March 2024

I feel very thankful that we came across Tama to help us with our retirement plans. We presented him with a mess which was lacking in direction or purpose and he moulded it into simple well thought out plan that should set us up nicely for retirement. He was always happy to answer our questions and concerns and nothing seemed a problem for him. It was truly a pleasure to work with him and I look forward to continuing this relationship through out our journey to retirement.

Adviser status Silver
Rating 4.91
Number of reviews 8
Years of experience 2
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English