Financial Planning | Strategy First

At Omniwealth we believe that with the right strategy you too can live a life with greater freedom and choice allowing you to focus on what you love and not your finances. 

Omniwealth holds its own Australian Financial Services License (AFSL #309643) which means we don’t have a large bank or institution pushing products onto us or our clients. By having our own ‘AFSL’ we are able to source the best investments in the market which suits our clients’ needs including residential property investments. 

Our approach to financial planning is unique in that we first help you identify your appropriate strategy before making any product selection. We call this ‘Needs Based Planning’ as it focuses on your needs as an investor and not a prescribed asset allocation, risk-profiling model as seen across the industry. 

No matter your age or current financial position Omniwealth can help tailor a financial strategy to suit your unique goals and objectives.