About | History
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To make a difference we have 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 autonomous and offer advice across all asset classes including residential property.

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 our clients with all of their mortgage and finance needs.

In 2011 we added the finishing touches to our company with the launch of Omniwealth Accounting & Audit and Omniwealth Law. 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 may 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 approximately $300 Million in client assets.

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The Omniwealth Advantage

Holistic Strategies and Advice
Covering wealth creation, taxation, finance, property and legal
Efficient and Effective
Sensible strategies which reduce risk and maximise returns
Tailored Fee Structure
A fee structure designed for your individual needs, goals and life strategy

More About Us

As a small business owner, it is important to us that our business is able to receive timely and accurate support on a wide range of taxation and business issues. In the past year the team have assisted us transition through a total business re-structure and have remained on call to answer all our questions throughout this process. They have a knack for explaining things in a language that we can easily understand.
Belinda Jackson
My partner and I realised that we needed to plan for our financial future, but with so many products and different ways of investing, we quickly came to the decision to seek professional advice. Aaron has provided us with a service which has been nothing short of brilliant. The fees we are paying Omniwealth are proving to be an investment that has already more than paid for itself. Omniwealth is proving to be one of the best financial decisions we have ever made.
Dr Peter Loughlin
We first engaged with Aaron and the team back in 2009 and since then they have helped us not only start to build real wealth but also to protect and grow what we have during the recent challenging times. When opportunity knocks they let us know and when we have concerns they are there to guide, educate and support us. Thanks Omniwealth!
Elliot and Jess Miller
We have found your service to be of the highest level of professionalism. Your level of integrity and respect toward us as clients is outstanding. This is of great value and therefore we treat your advice accordingly.
Gordon MacAuley
I am a self employed Beauty Therapist. I have been with Omniwealth for almost 6 years. They have such a great way of making sense of money. They gave me some great “tools of advice”, and then took it so much further than just advice. They helped solve my financial problems. Within a 12 month period, they showed me how to clear a large debt. I now have a much better understanding of ‘what to do’ and ‘what not to do’ and I actually know what my future will look like.
Jenny Dixon
Working with Omniwealth Accounting and Advisory has been an absolute pleasure since the beginning. It was such a weight off my shoulders to finally find an accountant who took a genuine interest in my business. They are not only extremely capable, but their dedication to ensuring the best outcome for my business, on the small things as well as the big picture issues puts my mind at ease.
Mark Norris
Since changing our accountants to Omniwealth Accounting and Advisory, we have noticed an extraordinary improvement in the efficiency of the handling of our taxation and financial matters. The communication lines are always open and advice is provided when it is needed. It’s like having an accountant working for us full time.
Nathan Walker

For a non-financially minded person like myself, Aaron's advice was given in a way that I understood and trusted.

Philippa Ardlie

We had a great experience with Omniwealth. It was made simple and easy and without the hassle of dealing with all the hoops and forms you need to jump through. I would recommend Omniwealth over and over again as they are interested in actually helping you and breaking down barriers as opposed to putting up walls when it comes to the big banks.

Simon Clarke

A lot of time was invested in us making sure that we fully understood what it will take to reach our goal of a nice income in retirement