About Us

Omega Financial Solutions is the way of the future - a multi-faceted financial services offering that neatly ties together complex financial and planning needs.  Imagine if your accountant, tax adviser finance broker, financial planner and insurance adviser were all different people.  Think of the time, effort and frustration often needed to get them onto the same page.  Think of the conflict.  Think of the fact that not one of them actually knows your needs completely. 

Now imagine if they were in fact the same firm, taking care of all your financial needs in a seamless, holistic manner, providing you with the confidence and peace of mind that only a total service solution can bring.  Most importantly, understanding you completely.

Our all-inclusive services are tailored to fit the specific needs of medical and other professionals as well as business executives and business owners.  Our expert investment, finance and taxation team caters to all your personal and business needs. This total service solution includes:

Wealth Advisory Services
Investment Planning, Tax-effective Strategies
Asset Classes & Diversification
Superannuation (emphasising SMSF)
Life & Disability Insurance
Estate Planning & Asset Protection

Accounting and Taxation
Business Structuring - Companies, Trusts, SMSF
Tax Planning, Tax Deferral                                  Service Entities                                                  Comprehensive Accounting Services

Property
Investment Property
Syndicates and Joint Ventures

Finance
Access to the best finance deals
Wide range of lenders with professional packages
Rapid reduction of non-deductible debt

Download our Financial Services Guide.