Take Control of Your Wealth with Tailored Financial Strategies

We help you achieve your financial goals with expert advice and personalised solutions. From Superannuation, Wealth management, Risk protection to Retirement planning, Omnis Private Wealth ensures your financial future is in safe hands.

Tailored Wealth Solutions for Every Stage of Life

Omnis Private Wealth offers personalised strategies to grow, protect and pass on your wealth. Whether you’re building investments, managing superannuation, planning your retirement or securing your legacy, our focused advice and seamless collaboration with our tax and accounting experts ensure a fully integrated approach to help you achieve financial independence and peace of mind.

Omnis Private Wealth

Protect your Wealth

Protecting your wealth is essential to securing your financial future. Omnis Private Wealth offers comprehensive solutions, including personal risk strategies such as personal and business insurance, and buy/sell agreements. Our services are transparent and tax-focused to safeguard your assets while minimising risks. Whether it’s optimising your tax, structuring your investments or ensuring your estate is protected, our solutions are designed to provide peace of mind and long-term financial security.

Grow your Wealth

Growing your wealth requires smart strategies and tailored solutions. Omnis Private Wealth provides bespoke investment portfolios, superannuation growth strategies and personal cashflow management to help you achieve your financial goals. With a focus on tax-efficient advice and a fully managed, personalised process, we ensure your investments align with your unique objectives and drive long-term success.

Retire with Wealth

Retiring with wealth is about planning for a secure and fulfilling future, especially for business owners transitioning into retirement. With transparent, flat-fee services and tax-focused advice, we deliver comprehensive solutions including retirement planning, superannuation strategies and income stream management that help you achieve financial independence while supporting your transition beyond business ownership.

Pass on your Wealth

Passing on your wealth requires careful planning to protect your legacy and minimise tax implications. We specialise in estate planning, tax-effective wealth transfer strategies and succession planning. By working closely with our tax and accounting specialists, we ensure your financial and legal affairs are aligned, providing peace of mind for you and your family.

Advice and professionalism with a human touch

Daniel Morcombe BSc CFP

Director, Certified Financial Planner®

Daniel Morcombe is a highly experienced financial planner with a focus on wealth management and personal risk advisory through Omnis Private Wealth. He helps families, business owners, professionals and retirees navigate complex financial landscapes, integrating personal and business strategies to build and protect wealth. Daniel’s tailored approach covers superannuation, investment, tax efficiency and estate planning, ensuring personalised solutions that align with his clients’ goals. Known for his clear communication and collaborative mindset, Daniel is committed to delivering impactful, life-changing financial outcomes.

WORK WITH US

Ready to get started?

No two people are the same. Our personalised, tailored approach means we understand what you’re looking to achieve and focus on building a plan that’s right for you.

General Advice Warning

The advice contained on this site does not take into account any persons’ particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product, persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information on this site. Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Justin Flavel

Managing Director

Justin’s experience spans across 20 years in accounting, financial analysis and general business practice.

Although born and bred on the land, Justin’s interest was more in spreadsheets, ledgers, and finance which led him to attend university. In 1992, Justin graduated with a Bachelor of Business majoring in Accounting and Finance. As well as qualifying as a CPA member and becoming a Fellow of the Taxation Institute of Australia, he began gaining practical experience in small and mid-tier accounting practices.

During the late 90s, Justin decided to expand his horizons and travel through Europe. It was during this time that he seized the opportunity to expand his knowledge on the workings of large organisations by taking on roles in multinational corporations.

Today, Justin’s passion is in facilitating businesses to grow and evolve. His focus is on acting in the role of business mentor to help clients develop the full potential of their businesses. He joins clients on their unique journey, and provides the tools and knowledge they need along the way to make the right decisions.

Justin’s aim for his clients parallels his own philosophy and personal journey—focusing on his own career growth and business success while maintaining balance in his life with his wife and three daughters.

Omnis Group Managing Director - Justin Flavel