Financial Planning | Wealth Management

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

Omniwealth provides a bespoke wealth management service which is designed for people who have already built significant wealth.

In addition, we also provide individuals and families a personalised financial management service encompassing portfolio management across all asset classes including residential property as well as unique investment options available via our global wealth management contacts. With Omniwealth we are able to help you structure and deliver investments that are not typically available to retail investors.

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, mortgage 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 from the below:

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.

More Financial Planning

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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

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

David & Jaime Bohm
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
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 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
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
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
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.