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