Article list

Everything from Omniwealth

Avoid the errors of the Frugal Investor who chases purchase price

From Omniwealth

The performance of a property investment and the function of the entire residential property market comes down to two key functions. 1) The amount of money somebody is able to

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07 Sep 2016

Omniwealth has acquired an established mortgage broker to add more expertise in property and finance to meet future demand

From Omniwealth

Diversified financial services group, Omniwealth, has acquired Westminster Finance and Business Solutions to boost its capacity in mortgage and finance services for the firm’s clients. The Balmain-based broker will relocate

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05 Sep 2016

Incapacity and SMSF trustees: How to get out of running an SMSF when health is poor or just too old?

From Omniwealth

Begin as you intend to end. When it comes to SMSF’s, exiting at the right time and in an orderly fashion can often be a difficult decision to make for

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24 Aug 2016

Do you have less than 10 years to retirement?

From Omniwealth

Do you have less than 10 years to retirement and are relying on picking the right shares to build your wealth? STOP. You are wasting your time. Here is why: S&P

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12 Jul 2016

Omniwealth launches General Insurance Broking Services arm

From Omniwealth

Diversified financial services group, Omniwealth, has launched Omniwealth Insurance Services to assist business clients with general insurance services. This new service further extends Omniwealth’s existing suite of in-house financial planning,

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08 Jul 2016

Only 31% of Australians have income protection insurance

From Omniwealth

Is your car insured? Over 83% of Australians say ‘Yes’. Is your home insured? Probably. Is your largest income producing asset insured? Probably not. Research collated by Lifewise.org.au shows that only 31%

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28 Jun 2016

Average Australian now will keep their job for three years and four months and have 17 jobs until retirement

From Omniwealth

The average Australian now will keep their job for three years and four months and have 17 jobs until retirement. That’s 56 years working and making Australian businesses and the

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22 Jun 2016

Omniwealth brings robo advice service to market with a user friendly, shopfront feel

From Omniwealth

Diversified financial services group, Omniwealth, has developed, in conjunction with Republic Wealth, Australia’s only true fully automated investment model (similar to robo advice), called OmniwealthDirect. OmniwealthDirect takes around ten minutes

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31 May 2016

Omniwealth confirms senior accounting appointments

From Omniwealth

Omniwealth has appointed Duncan Barber as Managing Partner of its Business Advisory team to bolster its holistic credentials: “We now have clients who come in for a whole day to review

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18 Feb 2016

Omniwealth appoints a senior accountant to build expertise in business advisory services

From Omniwealth

Diversified financial services group, Omniwealth, has appointed Atle Crowe-Maxwell as its COO and also as director of its new business advisory service. Atle has joined to build a business advisory/succession

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15 Dec 2015

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]