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Aurum Planning is an independently owned financial planning practice located in Perth, Western Australia. Autonomous and uncompromised, they operate on fee for service basis and they do not accept commissions. They are not obligated to sell specific products and their team is empowered to provide objective recommendations across the full suite of investment options. In an industry dominated by institutionally owned planning groups, Aurum Planning sits in the unique position of being able to research, assess and present all the best options available to their clients. They can assist in providing superior and tailored advice, without the conflict of being affiliated with a financial institution. This means that they will take the time to assist you with tactics and strategies that are tailored for you. Far beyond simply recommending the investments and products approved by a removed and unconcerned sponsor, the Aurum Planning team is committed to transparency, integrity and understanding. Uncompromised advice is always in the best interest of the client.

Aurum Planning Questions

The Aurum Planning annual revenue was $5.6 million in 2026.

Aurum Planning is based in Floreat, Western Australia.

The NAICS codes for Aurum Planning are [523, 52].

The SIC codes for Aurum Planning are [87, 62].

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