Investment Portfolio Management

We build and manage investment portfolios with a focus on achieving consistent and reliable outcomes. At Omura, we take a proactive, strategic and research-driven approach, focusing on long-term growth and stability.

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Does your investment portfolio match your specific goals?

Our Australian wealth planning expertise can help you unlock your full potential today with our caring and concise approach.

What is Investment Portfolio Management?

An investment portfolio, when managed with financial advisory expertise, does more than generate results. It serves to preserve your capital, foster long-term growth and adjust to the changes in the market over time.

At Omura, we provide a disciplined approach to investment management, designed to build sustainable wealth and offer you peace of mind that your financial future is being carefully and competently managed – so you’ll never have to worry. Your investment portfolio should be structured to work as diligently as you do, securing your financial well-being for the years ahead. That’s how we work with you.

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Our Financial
Modelling and Cashflow
Management Work
in Action

Cash Movements

Inflows

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Outflows

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Asset Base

Asset Base Table

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Our Taxation and Structuring Advisory Work in Action

Our Retirement Planning Work in Action

Our Superannuation Work in Action

Making the Most of Your Superannuation

Many Australians view superannuation as a passive savings account, expecting it to grow on its own over time. However, this is quite passive and can potentially slow down the growth of your super nest egg. The truth is, without the right financial guidance, there can be so many missed opportunities to use strategic approaches that can significantly grow your retirement wealth. Let’s chat.

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Omura’s Superannuation Strategies for a Stronger Future

While our superannuation financial advisory services are bespoke and tailored to each person, our overall approach to superannuation advice includes:

Our Comprehensive Approach to Superannuation Advice

Selecting a super fund that aligns with your long-term financial goals

Implementing tax strategies to optimise your retirement savings

Adjusting risk exposure to match your life stage and retirement plans

Selecting a super fund that aligns with your long-term financial goals

Exploring investment options and superannuation structures, including wrap accounts, SMSFs, master trusts and industry funds for greater flexibility and growth

Making the Most of Your Insurance

Many Australians overlook insurance, becoming complacent.

However, it’s just as important a part of your financial plan as investment and portfolio planning. We don’t sell insurance. However, we help you determine the right level of coverage, structure it tax-effectively and ensure it adapts as your financial situation evolves.

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The Omura Investment Portfolio Management Strategy

At Omura, we craft bespoke investment strategies built around your goals and lifestyle, prioritising long-term growth.

Personalised Expertise

You will work directly with Terry, who provides hands-on financial guidance designed for your own financial goals.

Seamless Onboarding

Our onboarding process, supported by personal meetings and digital tools, ensures efficiency while keeping your financial objectives first.

Clear and Transparent

We provide transparent investment details with no hidden fees or incentives, giving you confidence in every decision.

Proactive Market Adaptation

We continuously adjust to evolving market conditions, applying proactive research to guarantee sustainable growth.

Dedication to Maximising Value

Our decisions prioritise results, making sure they align with your objectives, explore every opportunity to maximise value, and are made with integrity and no personal agenda.

My husband died at age 37. Here’s how I survived financially

For Lisa Chew and the families of the 20,000 people who die every year in Australia aged between 20 and 60, there are few consolations.

This is investing guided by experience, expertise and a commitment to your financial future.

Strengthen your Investment Strategy. Protect your well-being.

Money, Well-being and
the Role of Financial Advice

Health and Well-being Benefits from
Strong Financial Literacy

According to AFA White Paper May 2016

What Clients Say About Our Investment Portfolio Management Service

Omura empowers clients to take control of their financial future through strategic financial advice and intelligent wealth management.

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

After researching 5 advisors, majority of them had a "robotic" systems where you had to book into their calendar and pay an exuberant fee for a 1 hour initial consult before you could speak with them to see if they had any past experience with your financial / life circumstances.

I chose to engage Terry to manage my finances due to the fact he took the time to understand my situation/circumstances and provide me with valuable guidance before we even spoke about fees. Terry managed to guide me through all of the tax elements in relation to TPD and work injuries and how to navigate through these "grey" areas, saving me a fair bit in tax by strategically mapping out the road moving forward. I would highly recommend having chat with Terry before you commit to and advisor as I found him to be the most professional and transparent.

Garth Lean

Grow your wealth with confidence and clarity.

The right strategy helps you balance risk, identify opportunities and stay on track toward your financial goals, no matter what the market brings.