Back then, our clients were predominantly ‘Wealth Creation’ clients who were looking to achieve financial independence in their lives. When we established Omniwealth we knew that to advise clients effectively we had to be autonomous and offer advice across all asset classes including residential property.
We soon realised that clients wanted support across all areas of their finances and not just financial planning. As such we obtained our Australian Credit license meaning we can also help our clients with all of their mortgage and finance needs.
In 2011 we added the finishing touches to our company with the launch of Omniwealth Accounting & Audit and Omniwealth Law. This means that as a client of Omniwealth you are able to tap into our comprehensive service menu so that all of your financial and legal needs may be serviced conveniently under the one roof.
Today Omniwealth advises all client types ranging from people who have just entered the workforce to high net worth individuals and everything in between. We also advise companies, self managed superannuation and corporate superannuation funds and are now responsible for managing more than approximately $300 Million in client assets.
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