Omniwealth
Business Advisory
You are here: Business Advisory

Professional Advisory Services


 
Business Advisory
Safe Harbour
Banking Advisory
Debt Advisory
Recovery
Insolvency

Strategic and business planning

Without a strategic plan, a business and its directors will find it difficult to achieve their goals. By setting a clear strategic goal, decision making becomes clear as all decisions made need to align to the strategy.

The business plan is a list of tasks that is derived from the strategy. A robust strategic plan will assist a business in achieving its strategy.

3-way reporting management

Using market leading advisory software, we can prepare and analyse your 3-way forecasting. It is not enough to rely on profit and loss statements when running your business. It is imperative that the relationship between profit and loss, balance sheets and cash flows is understood and measured.

C-suite interim management

Whether for a full-time or part-time need, we can fill a need for a business where a temporary vacancy exists for Executive level roles.

Outsourced advisory board

In circumstances where a business does not have its own Board, we can undertake that role. This is a cost-effective way of helping you manage your business, giving you the guidance that you need.

Growth advisory

Often the question that is asked to a question of wanting to grow is “Why?”. It is important to understand the drivers behind growth and how to do it in a profitable manner.

Benchmarking

It is helpful to understand how your business compares to similar businesses in your market. There will be characteristics common to businesses in a similar industry or market that will help you understand and improve your own business.

Client relationship management

How well do you know your clients? We can assist with a simple information gathering exercise that will help you understand what your clients think of you and the service that you provide them.

Supplier and customer viability reviews

We can undertake a review of prospective suppliers and customers to give you comfort that they will be able to contribute to your business relationship as you hope. Whether it is the ability to supply on a timely basis, or for a customer to be provided credit, we can help.

Operational reviews

Structure and process to key to the success of any business. We can critically review your business operations and provide you with guidance as to how to improve them where necessary.

Human resource and people advisory

For businesses who don’t have their own human resources team, we can help. From preparation of employment contracts, to performance review processes we have an in-house team that can meet your HR needs.

Our team is able to provide directors with advice regarding protection from liability whilst they attempt to get their company back onto its feet.

Solvency reviews

Where directors have concerns about the solvency of their business, we can conduct a review and provide advice as to how they can comply with their obligations under the Corporations Act.

Advice to board regarding director responsibility

We can provide advice to directors as to the various obligations under the Corporations Act.

Corporate governance reviews

We can review and critically assess a company’s Board and governance structure and recommend appropriate changes where required.

 

Security reviews

Bank require certain security documentation in order to lend money to clients. We can review the security provided and assist in understanding that security and to ascertain whether it is appropriate.

Banking tender management

Often, clients can achieve a better banking relationship by asking for a better deal. We can assist with the preparation of tender documents when a client decides to put their banking out to tender. We can provide a number of different alternative and to manage to process on your behalf.

Covenant reviews and reporting

Banks also set covenants within which a borrower’s financial information must be within. We can review those covenants and assist borrowers in both meeting those covenants and reporting those covenants to their bank.

Banking relationship management

A solid relationship with your bank can improve your chances of being able to borrow more money if needed and to better manage difficulties if they arise. We can put together a reporting and meeting framework to help you improve your relationship with your bank.

 

Funding mix/debt structure reviews

It is not unusual for a business to have an inappropriate type of debt for the stage of its life cycle. It may be that a growing business has a greater need for working capital funding, rather than term debt. We can analyse your business and report on what would be the most appropriate type of debt for you.

Assessment of appropriate debt levels

We can conduct a review of a business to assess what appropriate debt levels would be. We will determine what would need to happen within a business for it to manage the debt levels that it current has.

Preparation of funding requests

Often, clients can achieve a better banking relationship by asking for a better deal. We can assist with the preparation of tender documents when a client decides to put their banking out to tender. We can provide alternatives and manage to process on your behalf.

Banking liaison services

A solid relationship with your bank can improve your chances of being able to borrow more money if needed and to better manage difficulties if they arise. We can put together a reporting and meeting framework to help you improve your relationship with your bank.

If you are struggling financially, and have information requests from your bank, we can act as an intermediary between you and your bank and help you resolve difficult situations.

 

    Recovery, Turnaround & Restructuring

  •   Performance improvement
  •   Investigating accountant reports
  •   Business reviews
  •   Restructuring advice
  •   Strategic reviews
  •   Stakeholder negotiation
  •   Corporate streamlining
 

 

  •   Distressed asset purchase advice
  •   Representation where company is insolvent
  •   Assistance in liaising with ASIC
  •   Receivership
  •   Agent for the mortgagee in posessions
 

More Accounting and Audit


OW Direct Button

Hoa is very helpful and explains things in a non-complex way. Also, quick in response with an answer, when I asked a question.

Adam

Maria's personable communication style with her extensive financial expertise and authentic ability to connect with a client unfamiliar with SMSF and investment processes is exceptional. The journey for me has resulted with a personalised financial plan with goals that are achievable for my personal situation. Throughout the journey with Maria she has impressed me with her professional approach to ensure I had a plan I would feel comfortable with.

Agnes

Maria has been my financial adviser for many years and her advice is always thoughtful and professional

Andrew

We are very happy with Maria, she is pleasant and very knowledgeable.

Angela

Maria is highly responsive and always available to answer my questions. She is patient and caring and is devoted to her clients and to their wellbeing. I would recommend her to my closest friends and family as someone in whom they could place their trust

Beatrice
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

Hoa is not only a smart financial advisor, she's friendly and enjoyable to work with. Always quick to respond, she's also across a wide range of issues. No complaints at all, ever

Clive

Aaron and his team have made what is never easy into something most pleasant, and in the nicest and most professional manner possible. We were kept up to date with requirements and progress, before and during the process. Aaron is extremely knowledgeable and the product solution he came up with for us will save us tens of thousands of dollars within the first few years, as well as paying down our debt instead of leaving it on interest only. Very highly recommended

Craig Priddle

We are very happy with the expertise and client-focussed attention that Hoa provides.

David & Jaime Bohm

Aaron knew his stuff, took his time and came up with the goods - an excellent set of products.

David Rosen

Aaron made the financial approval process much easier. He was able to articulate financial details in a manner which was easily understood, he kept the process in line with our goals and decisions and also looked for 'best' options for us rather than easy options. He was across the whole process and manged it without us having to chase up or check, keeping us informed as required.

Denise Bennett
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 Greaves and Ashley McSweyn have provided us with a service which has been nothing short of brilliant. The fees we have and 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

Hoa is a fantastic Financial Planner. Her knowledge and expertise are amazing. We are very pleased with our dealing to date.

Elechia
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

Nothing is a problem for Hoa, what ever help you ask for she is always there for you.

Ian Dart

Hoa's advice and service has been first rate - everything Hoa does inspires trust and confidence that we're in good hands, and that our goals will be achieved.

Jamie Reeves and Trudy Doelman

I've been dealing with Aaron for the past 3 months. Aaron is very passionate in what he does and takes the time to get it right the first time. Aaron has a high level of knowledge as a broker and shows professionalism second to none. Looking forward to working with you in the future. Thank you

Jason Muscat

Aaron provided clear and strategic advice that helped us navigate the loan approval process. Our circumstances were complex requiring transactions across four properties that eventually lead us to securing our dream home. We would not have been able to structure our affairs in a similar manner to achieve the same outcome without Aaron's help. Highly recommended

Jason Webster
I am a self employed Beauty Therapist. I have 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

Thought it would be a lot harder to switch banks, Aaron made it very easy and simple.

Jeremy Andison

I always enjoy my appointments with Maria. She addresses all my concerns and understands my needs. She has readily rearranged my portfolio so that my goals will be reached.

Jillian

We love working with Hoa. She is friendly, informed and always follows through.

Julia

Thank you Hoa for your professional direction and continual follow up and care in choosing the best possible insurance policy for me.

Julie-Anne

Aaron did what he said he would do when he said he would do it. The advice on structuring my loan from Aaron and James literally saved me over $10,000 a day from day 1! Everything was clear, simple and made easy for me which is all I can ask for!

Kieran Bowden

Financial advice is a little like medical advice in my view - you really need to feel both comfortable and trusting of the person you are working with and that's how I feel about Hoa. She has given me sound professional advice (which is a given) but it is in the care and kindness that she has provided it with that has made her an important part of my 'life team'.

Kris

I'm very happy with Maria's knowledge, expertise and support through our financial strategies. She is down to earth and very approachable, you'd be lucky to have her as your advisor.

Marcus

Aaron made refinancing simple. We would highly recommend him to anyone looking for a professional who cares about doing a thoroughly excellent job for his clients

Mark Holbert
Working with Omniwealth Accounting and Audit 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

I feel comfortable with Maria she is professional and knowledgeable and I feel she has my best interest at heart.

Maureen

I am very happy to recommend Aaron Fuda to anyone who is looking for someone to help with getting a home loan. During the process of my loan application, Aaron understood my needs and situation very well and this helped me in purchasing a property.

Mehri Agahi

Maria provides professional investment advice and is a pleasure to deal with.

Michael

Maria is a joy to work with due to her demonstrated enormous financial expertise and knowledge, her calm demeanour and practical approach to financial advice. As someone who has to take their shoes and socks off to count, I absolutely rely on Maria to support me with financial decision-making and more recently, the effective strategies to investing and transitioning to retirement. I highly recommend Maria.

Michelle

As I new client I am really only starting to get to know Maria. So far everything seems positive and I have high hopes for our future dealings.

Natalie
Since changing our accountants to Omniwealth Accounting and Audit, 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

Maria spent time with me explaining the ins and outs of financial planning. For a novice like me her clear language and guidance is fantastic.

Philippa

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

Philippa Ardlie

Hoa provides sound advice and is very understanding of my position and delightful to work with

Rhidian

Aaron made my loan application hassle free. He provided very clear advice in plain English and always kept me well-informed. Aaron made himself available at any time. I would highly recommend Aaron and the Omniwealth team to anyone who needs a mortgage broker.

Rhidian Harrington

Maria Dyson was recommended to me after having a self managed Superfund for twenty four years and losing my Husband it was a very daunting task. After her assurance to me and going through a process of phone calls and letters and forms to fill in it was reassuring to realise that everything would be alright and I was sure of a lasting trust there to move forward. I know it has been the right way forward and I'm forever grateful to her.

Rhonda
Omniwealth Mortgage and Finance was like a first home buyers dream. They helped at every stage giving advice and taking care of all the bank loans and paper work. It made the whole process so much easier than I expected. Their knowledge of the market meant I ended up getting the best deal, and mortgage repayments that are lower than what my rent was.
Robyn

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

Stuart

Aaron handled the whole loan application process really well so there was minimal work for us to do. He answered all our queries and went the extra mile with regards to service. He got good rates for us, our loans through in a timely manner and everything went smoothly. What more could you ask from a broker?

Sylvia Sayers