Secure
your future
with us.
Part of the award winning Lifespan Adviser network and licensee — Omura Pty Ltd is a Corporate Authorised Representative (ASIC No. 1297963) of Lifespan Financial Planning Pty Ltd (AFSL: 229892)
Part of the award winning Lifespan Adviser network and licensee — Omura Pty Ltd
is a Corporate Authorised Representative (ASIC No. 1297963)
of Lifespan Financial Planning Pty Ltd (AFSL: 229892)
is a Corporate Authorised Representative (ASIC No. 1297963)
of Lifespan Financial Planning Pty Ltd (AFSL: 229892)
Omura Wealth Advisers help you make smart decisions today
for stronger wealth and peace of mind tomorrow.
for stronger wealth and peace of mind tomorrow.
Omura Wealth Advisers help you make smart decisions today for stronger wealth and peace of mind tomorrow.
Omura Wealth Advisers help you make smart decisions today
for stronger wealth and peace of mind tomorrow.
for stronger wealth and peace of mind tomorrow.
Part of the award winning Lifespan Adviser network and licensee — Omura Pty Ltd
is a Corporate Authorised Representative (ASIC No. 1297963)
of Lifespan Financial Planning Pty Ltd (AFSL: 229892)
is a Corporate Authorised Representative (ASIC No. 1297963)
of Lifespan Financial Planning Pty Ltd (AFSL: 229892)
Omura outperforms every public-offer Superfund in Australia
More information including disclaimers can
be found in our blog
be found in our blog
One year performance to 30 June 2024
Terry Vogiatzis named Adviser of the Year
Terry Vogiatzis named Adviser of the Year — Superannuation at the Australian Wealth Management Awards.
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At Omura Wealth Advisers, we take a meticulous and strategic approach to financial management of your assets.
Our team of highly qualified financial experts provide tailored solutions that encompass investment strategies, superannuation planning, tax structuring and more.
Book a discovery callOur team of highly qualified financial experts provide tailored solutions that encompass investment strategies, superannuation planning, tax structuring and more.
Omura’s Model
Portfolio Performance
to 31 December 2024
Ultra High Growth
Returns as at 31/12/2024
1YR
Portfolio Return
22.60%
Benchmark Return
14.55%
High Growth
Returns as at 31/12/2024
1YR
Portfolio Return
19.75%
Benchmark Return
14.55%
Growth
Returns as at 31/12/2024
1YR
Portfolio Return
15.42%
Benchmark Return
11.68%
Balanced
Returns as at 31/12/2024
1YR
Portfolio Return
12.82%
Benchmark Return
9.13%
Ultra High Growth
Returns as at 31/12/2024
1YR
Portfolio Return
22.60%
Benchmark Return
14.55%
High Growth
Returns as at 31/12/2024
1YR
Portfolio Return
19.75%
Benchmark Return
14.55%
Growth
Returns as at 31/12/2024
1YR
Portfolio Return
15.42%
Benchmark Return
11.68%
Balanced
Returns as at 31/12/2024
1YR
Portfolio Return
12.82%
Benchmark Return
9.13%
Growth
Returns as at 31/12/2024
1YR
Portfolio Return
15.42%
Benchmark Return
11.68%
Balanced
Returns as at 31/12/2024
1YR
Portfolio Return
12.82%
Benchmark Return
9.13%
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View full performance disclaimer
Featured in Leading Financial Publications
Our expertise is recognised and sought after by leading financial and business publications, where our team and Director, Terry Vogiatzis, provides industry insights, expert commentary and strategic perspectives on wealth management.
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AFR
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Average tax refund revealed, and why you may receive ‘surprise’ bill
AFR
My husband died at age 37. Here’s how I survived financially
SMSF Adviser
How to get the most of SMSF investment opportunities and tax strategies
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Young Australians chronically ‘underserved’ by advisers
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The Senior
Experts tell how to dodge taxes on Super when planning your deceased estate
Professional Planner
Advisers lay out biggest risks for businesses in 2025
An Australian Wealth Management Partner You Can Depend On
Your Trusted Strategic Financial Advisory Firm in Sydney
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Terry is very experienced & provides great advice on superannuation & investments. I would highly recommend Terry as he is providing great results for myself.
Jordan Duval
I followed Terry from his previous firm because I was so impressed with him. He is exactly what you should expect from an independent financial advisor but mostly don't find.
Scott Oliver
Terry provided me an entire scope on my financial goals and explained a few different indepth strategies. I have to say thanks terry for the advice and talking in a simple non technical language to understand. Highly recommend.
Andrew Mythillos
Terry is a truely independent financial advisor who takes great care of me and my family. Looking forward to many years of growing our wealth with him!
Harrison Dell
I found Terry online, having changed some aspects of my personal situation and finding myself without a financial advisor. I was needing solid advice and direction for the final 5-6 years of my working life, needing to be confident in my strategies at what is a critical time of retirement preparation.
Jim Newkirk
Terry is wonderful to deal with, and has given me some great advice around my insurances and superannuation. I trust Terry and his expertise to grow my super under his watchful eye. One less thing for me to worry about. I wish I'd been recommended to Terry years ago.
Al Noswad
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!
Alex Hill
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Are we right for you?
Speak to us todayWhat you can expect
What you won’t get
Convenient and digital processes. Most of our clients are time-poor professionals
Prehistoric ways of operating (paper and wet signatures) We won't ask you for informationyou've already provided
Reliability and accuracy
Work handed down and lost by junior staff
We check things twice and we do it right. We don't care how long it takes
Work rushed or outsourced
No in-house products or investments
Getting paid by a product to invest your money with them
We stay up to date with new investments and legislation. If there's a new or better way to make or save money, we're first to know.
Paying premium fees for advisers with out-dated knowledge, selling a large brand
We are a boutique only taking on a select number of clients. You will form a lifelong relationship with your adviser
Stuck the conveyor belt of departing advisers in a large firm
Personalised for you
Templated cookie cutter advice
Omura’s Investment Philosophy
We provide rigorous and strategic financial advice focused on your long-term security and success.
We challenge assumptions, conduct thorough research and explore every viable option to ensure the best financial outcome for your circumstances.
Our approach is rooted in transparency, precision and accountability, ensuring that every decision is made with your interests at the forefront.
With Omura Wealth Advisers, you can be confident that your wealth is managed with expertise, integrity and an unwavering commitment to delivering real results.
Our Investment PhilosophyOur approach is rooted in transparency, precision and accountability, ensuring that every decision is made with your interests at the forefront.
With Omura Wealth Advisers, you can be confident that your wealth is managed with expertise, integrity and an unwavering commitment to delivering real results.
Led by
Terry Vogiatzis
An Experienced and Results-Driven Financial Strategist
Terry Vogiatzis is a highly accomplished financial adviser, investment strategist and wealth management expert.
Terry spent the majority of his career providing financial advice at one of Australia’s largest Wealth Management firms to ultra-high-net-worth clients. Prior to providing advice, Terry worked as an accountant in the taxation and business advisory sector. Terry also assisted in building a cryptocurrency as Chief Investment Officer which achieved a valuation of $60m.
Terry is an industry thought leader and regularly contributes to industry media and publications
Learn more about TerryTerry spent the majority of his career providing financial advice at one of Australia’s largest Wealth Management firms to ultra-high-net-worth clients. Prior to providing advice, Terry worked as an accountant in the taxation and business advisory sector. Terry also assisted in building a cryptocurrency as Chief Investment Officer which achieved a valuation of $60m.
Terry is an industry thought leader and regularly contributes to industry media and publications
Insights & Resources
Learn about the latest in trusted wealth management for Australians.
Gain expert insights on Wealth Management
An Experienced and Results-Driven
Financial Strategist
Financial Strategist