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 remainder 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
Shares & Investments
Redundancy
Cashflow & Income
Complex Investments
Growing Assets

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

5.00 January 2025

My experience with Tama has been very good and i would recommend his services to anyone looking for an advisor. Tama is accessible, has good knowledge and communicates clearly, all important attributes when you are dealing with your money and seeking assurance that the decisions you make and are being advised on are the right ones for you.

5.00 December 2024

Tama has provided clear and concise financial advice, encouraging me to look at my financial future in a new light. In doing so he has recommended investment, insurance, income and retirement options which I had not previously considered but which include sufficient safeguards to enable me to sleep at night knowing that my financial future is secure.

4.75 December 2024

Very easy to talk to and let me know some of his experiences in life. After discussions with Tama about my financial situation I felt really confident in him that I was receiving the correct advice, something I really hadn’t felt before with other advisors. Plus, he supports Melbourne Storm.

5.00 December 2024

Tama has all the qualities you want in a financial adviser. He is trustworthy, knowledgeable, practical and an excellent communicator. Highly recommended.

5.00 December 2024

Tama is a wealth of knowledge and has a kind, warm and supportive nature that is tailored specifically to your individual needs. You feel immediately safe with Tama and his care and connection with others is second to none. I feel Tama really listened to my needs, hopes and questions. Without prompting, Tama made the effort to go over my history with PSK, and try and have a good understanding of who I was. He checked on me through some recent health challenges. It meant a lot. Tama is an asset to the company and is certainly someone with whom people can trust with their financial investments. Keep doing what you’re doing Tama!

Adviser status Silver
Rating 4.95
Number of reviews 21
First year providing advice 2023
Years of experience 2
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English