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Professional Advisory Services

Business Advisory
Safe Harbour
Banking Advisory
Debt Advisory

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.


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 Advisory

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