Omura Wealth Advisers - Superannuation Advice, Retirement Advice & Financial Planning
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
Reviews
Reviews are taken from publicly available sources.
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!
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.
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.
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!
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!
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Omura Wealth Advisers - Superannuation Advice, Retirement Advice & Financial Planning (this page) | ★ 5,0 | 15 | Yes |
| 2 | Abundant Advisory | ★ 5,0 | 56 | No |
| 3 | ICA Partners | ★ 5,0 | 2 | No |
| 4 | Allied Wealth - Independent Financial Advisor | ★ 5,0 | 34 | No |
| 5 | Ethinvest | ★ 5,0 | 1 | No |
