About Us | History

To make a difference we had to be different

Our clients have benefited from our holistic advice since 2003 but in 2006 we formed Omniwealth with a very specific goal to dramatically improve the way people are advised in Australia.

Back then, our clients were predominantly ‘Wealth Creation’ clients who were looking to achieve financial independence in their lives. When we established Omniwealth we knew that to advise clients effectively we had to be independent and offer advice across all asset classes including residential property.

Omniwealth is one of the few Independently owned Financial Advisory (IFA’s) firms in Australia but what really sets us apart is that we are also residential investment property specialists. Unfortunately the vast majority of financial planners are not qualified to advise you on property but Omniwealth advisers are different. All Omniwealth advisors are real estate qualified operating under our own real estate license.

We soon realised that clients wanted support across all areas of their finances and not just financial planning. As such we obtained our Australian Credit license meaning we can also help you with all of your mortgage and finance needs. 

In 2011 we added the finishing touches to our company with the launch of Omniwealth Accounting & Audit and Omniwealth Legal. This means that as a client of Omniwealth you are able to tap into our comprehensive service menu so that all of your financial and legal needs can be serviced conveniently under the one roof.

Today Omniwealth advises all client types ranging from people who have just entered the workforce to high net worth individuals and everything in between. We also advise companies, self managed superannuation and corporate superannuation funds and are now responsible for managing more than $300 Million in client assets.