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Omura Wealth Advisers - Superannuation Advice, Retirement Advice & Financial Planning

Omura Wealth Advisers - Superannuation Advice, Retirement Advice & Financial Planning

5.0(15 reviews)See reviews ↓·Sydney

About the company

Terry Vogiatzis holds a Bachelor of Commerce from Macquarie University, has completed the CFP® certification, a Diploma of Financial Planning from Kaplan, and an SMSF Specialist course from DBA Lawyers. Benjamin Learmonth serves as a Financial Adviser and Client Relationship Manager, holding a Bachelor of Business (Financial Planning).

Omura Wealth Advisers offers services including superannuation advice, investment portfolio management, retirement planning, taxation and structuring advice, debt strategies, financial modelling and cashflow management, TPD taxation minimisation, personal insurance advice, succession and estate planning, Centrelink and Age Pension, and home loans.

What customers say

Based on genuine customer reviews

Omura Wealth Advisers - Superannuation Advice, Retirement Advice & Financial Planning is closely associated with Terry, whose depth of knowledge and professional manner are noted across the feedback. Reviewers describe support through a successful TPD claim and the more difficult process of releasing those funds, where his understanding of tax matters was said to produce a stronger result with more money retained where it was needed. Advice covers superannuation, investments, insurance and preparation for retirement, and one account highlights his familiarity with both conventional finance and cryptocurrency in addressing an unusual set of circumstances.

Clients consistently value the communication they receive, describing Terry as responsive, informative and approachable, willing to explain matters clearly and to remain contactable well after decisions are made. Long-standing clients mention moving with him from an earlier firm and committing to a continuing relationship, with some pointing to several years of guidance through the last stage of their working lives and into retirement planning. Another point that comes up often is the independent nature of the service, contrasted with more rigid, system-driven advisory experiences. Terry is the named adviser throughout the reviews.

Superannuation Consultant

Reviews

Reviews are taken from publicly available sources.

ML
Misha Likhterov18 June 2026

Terry has been an excellent financial advisor. Knowledgeable, approachable, and always willing to explain things clearly. I feel much more confident about my financial future thanks to his advice. Thanks Terry!

TE
Tania Elbayeh22 April 2026

Terry and the team have been a great help. Their expertise & professionalism have guided us during this time. It’s one thing to have a successful TPD claim but it’s another thing entirely to access the funds. With Terry’s guidance and extensive knowledge of tax implications, we were able to achieve a great outcome with more funds in our pocket where they are needed most. The team is not only professional, they are caring & we strongly recommend their services.

PP
Philippe Perzi22 May 2025

Terry has been my financial adviser for nearly a decade. Over this time, he has consistently provided highly personalised service across all areas—superannuation, investments, property, life insurance, and borrowings. He is meticulous, innovative, and forward-thinking. Terry stays on top of every detail, especially regulatory changes that could affect his clients, and is always prepared with options and a clear action plan. He collaborates seamlessly with other professionals, such as tax specialists, accountants, and brokers, to ensure his advice is comprehensive and easy to understand. I trust Terry completely and have no hesitation recommending him to family and friends. He always puts his clients’ interests first and gives 110% to every client, regardless of their situation.

AH
Alex Hill21 May 2025

I've been working with Terry for some time now, and I couldn't be more pleased. Terry is knowledgeable, approachable, and always takes the time to explain things clearly. Highly recommend!

DK
Danielle Khalil13 May 2025

I've had an incredible experience with Omura Wealth Advisers! After setting up a geared super portfolio with their expert guidance, I’m thrilled to share that my portfolio is already up over 10% in just one month. Terry took the time to understand my goals, explained everything clearly, and crafted a strategy that’s both ambitious and aligned with my long-term plans. I feel confident and empowered knowing my future is in such capable hands. Highly recommend Omura to anyone looking for smart, proactive wealth management!

FA
Frank Attard30 April 2025

Terry’s deep knowledge of both traditional finance and cryptocurrency is remarkable. This led to him providing truly invaluable advice regarding my unique situation. I did not hesitate to retain Terry as a long term financial advisor. I would strongly recommend him to anyone.

GL
Garth Lean8 November 2024

Terry has done a great job sorting everything out for us. Great communication and response. Would highly recommend.

Financial advisers & planners in Sydney compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

RankProviderRatingReviewsOpen Sat.
1Omura Wealth Advisers - Superannuation Advice, Retirement Advice & Financial Planning (this page)★ 5,015Yes
2Abundant Advisory★ 5,056No
3ICA Partners★ 5,02No
4Allied Wealth - Independent Financial Advisor★ 5,034No
5Ethinvest★ 5,01No
Contact
+61290001330omura.com.auLevel 36/1 Macquarie Pl, Sydney NSW 2000
Working hours
Monday06:30–16:00
Tuesday06:30–16:00
Wednesday06:30–16:00
Thursday06:30–16:00
Friday06:30–16:00
Saturday07:00–12:00
Sunday06:30–16:00