Wealth Management Sydney | Investment Advice Service | Wealth Creation | Self Managed Superannuation

You don't need to risk what you've worked so hard to build

In addition, we also provide individuals and families with a personalised financial management service encompassing portfolio management across all asset classes as well as unique investment options available via our global wealth management contacts.

Being a boutique wealth management service, we provide tailor-made solutions for your personal situation. We are able to work with your existing advisers such as your accountant, solicitor, finance broker or private banking arrangement. Alternatively, we can provide these services to you via the Omniwealth range of services.

We understand that your needs are unique and varied. As such you can decide on how much support you require from Omniwealth.

Execution Only

Limited Advice

Comprehensive Advice

This option is most suited for High Net worth Individuals who know what they want to do, but seek our help in the execution of transactions and ongoing portfolio management of this executed investment.

The scope of this service is determined by you. You may have a specific need or issue, such as restructuring or managing your portfolio, establishing suitable levels of insurance, and seek our recommendations on the right products and strategies. We will consider your personal circumstances, but only within the context of the specific need.

We work with you to create a tailor-made strategy that reflects your needs and objectives, timeframe, risk attitude and investment preferences. We will provide you with unique and innovative solutions, structuring, investment opportunities, and technical expertise.

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More Financial Planning

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 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

Stuart