Financial Planning

Your partner in achieving the really important things in your life

Do you have a retirement plan? 

Is your super working hard for you? And, are your insurance policies right for you and those you love?

At Omnis Financial Planning we help retirees, business owners and professionals, particularly medical specialists, to manage their financial affairs to build and protect their wealth so they may enjoy a life of financial security and choice.

Our financial planning service is managed by Daniel Morcombe, a qualified and licensed financial planner with more than 20 years’ experience.  Daniel will carefully review your needs, identify what’s really important to you and map out a plan for achieving the goals that make your life meaningful.

Our service is personal and our recommendations specific.  We’re collaborators, working with your accountant because your personal life almost always overlaps with your business life.  We make the process simple and stress free.  We take our duty of care seriously, and consider a broad range of financial solutions before recommending the products and strategies that are right for you.

personal planning

So call us today to find out how we can help you to live a life of financial security and choice

  • Financial Planning
  • Personal Cashflow Management & Saving
  • Investments
  • Superannuation
  • Retirement Planning
  • Personal Risk Strategies
  • Income Protection Insurance
  • Trauma Insurance
  • Life Insurance & TPD Insurance
  • Business insurance
  • Buy/Sell Agreements

 

Why Omnis Financial Planning is different?

  • We listen
  • We are Professional (not sales people)
  • We provide Comprehensive Advice Solutions
  • Transparent
  • Affordable, Flat Fee Structure
  • Bespoke investment portfolios
  • Tax focused advice
  • Aligned with your accountant
  • No duplication of costs
  • Fully managed, personalised process

 

Omnis Financial Planning Newsletter

 

Whatever your needs and life stage, we can provide you with comprehensive advice solutions, so contact us for a No Obligation Meeting today!

At Omnis Financial Planning, we help business owners, medical specialists and retirees to manage their often-complex financial affairs so they may enjoy a life of financial security and choice.

We consider your business and personal financial affairs in alignment.

We build and protect your wealth and enhance tax efficiencies. We mentor and support you, so that you may set and achieve the goals that make your life meaningful.

Important information 

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.

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HEAR IT FROM OUR CLIENTS

In this environment we have the flexibility to innovate and change direction in a way you can’t in a big law firm. We don’t have that problem, so we have created a business that is different culturally in how we organise ourselves, which marries with Justin’s services and makes for greater efficiency. We can adopt Justin’s recommendations very quickly in a way that you can’t in a large firm. We’re using technology more than most in our profession – with Justin’s advice we continually explore ways to improve our business and invest in key areas. Strategic advice is good for our business to monitor and track where we’re heading. Justin can be frankly honest if you’re not performing which is a good thing. You need people to tell you the way it is. From my experience, I would definitely recommend Justin and Omnis Group. Justin is well supported by a network of other professionals so he thinks laterally about how his services can be provided to assist us and takes the trouble to really understand our business. Read more
Glen McLeod , Glen McLeod Legal
Glen McLeod
Omnis Group listened. They spent the time getting to know our business, what we wanted, what we needed and restructured our business reporting so that it became useful and timely, rather than just figures printed out for the ATO every quarter. The best thing about working with Omnis Group is that they understand how our desire to achieve a work-life balance guides our end goals. We feel in more control, no surprises. I now have confidence in our position and in our ability to make informed decisions. Justin and the team have an unparalleled ability to listen and provide solid, practical and timely advice. Omnis Group really understands and supports us and our health business. Read more
Elle , Registered Nurse and Medical Practice Manager
Omnis Group Health
Turfmaster Facility Management sought a change of accounting practice in 2001. After looking at many accounting practices of varied sizes, our directors settled on Omnis Group. On introduction to Justin our directors believed we had found an accountant with the same drive and determination to service his clients as we had. Together, we have both grown and evolved our businesses into proactive, service driven, value for money entities. With a friendly and professional approach, Justin has contributed greatly in the ongoing success of our business with his ability to assist our administration staff as well as providing up to date strategic tax planning advice at a company and personal level. We hope that our association will continue for many years to come as our businesses continue to prosper.
Brett Johnson , Director
Our company manages approximately 30 employees and contractors in a range of roles. We spend time researching and choosing those whom best meet our requirements of both trustworthy and reliable service to our business. A few earn our complete respect. Omnis Group is definitely one of them. Omnis Group oversees a range of responsibilities including cash flow control and general financial management. I also regularly discuss day to day matters with Justin and "bounce around ideas". During our past 3 years working with Omnis Group our business has strengthened financially and I feel relaxed knowing they are involved with our fiscal control. Justin and his team are a talented and trustworthy company and have our highest recommendation.
Charlie Ball , Owner
Before selling mum’s house I was still doing it mostly myself, but I couldn’t have done it as well without Omnis Group. I’m only interested in helping my family and Omnis Group have made it easy for us to get good results. They’re also great fun. Daniel keeps in touch with us all the time and looks after things. The ladies who look after reception are also great to deal with so I’m as happy as I can be. I always recommend Omnis Group whenever anybody asks. Read more
Ross Hutchinson , Happily Retired
Male
The moment I met Daniel, he said my ideas were not ridiculous and that everybody’s different. He reassured me that we all have the ability to accomplish what we set out to achieve. I have worked my entire life but always worried that I might not be financially fine. What’s good now is that I’m in a position to have certainty and Daniel has been great at helping get me there and has been insanely patient throughout the eight years we’ve been working together. Daniel helps me to plan, set budgets and reassures me when the wheels start turning, from purchasing and renovating property to holidays, travel and even planning for retirement. Read more
Shelley , Dentist
dentist

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