Diversified financial services group, Omniwealth, has launched Omniwealth Insurance Services to assist business clients with general insurance services.
This new service further extends Omniwealth’s existing suite of in-house financial planning, accounting, business advisory, legal, mortgage broking and real estate services.
Omniwealth Insurance Services is led by experienced insurance broker Anthony Anastasio.
“My team and I are very excited by the opportunity of working with the various departments of Omniwealth and providing additional services to their business clients. General insurance dove-tails with creating good wealth management strategy and the information exchange synergies of working with the existing Omniwealth client base and their in-house advisers.
“Getting the best insurance outcome for an SME starts with a clear picture of their current risk needs, how this fits with the broader family structure and an insight into their future strategies/acquisitions.”
Matthew Kidd, Omniwealth’s Group Managing Director, is pleased to bring general insurance services into the firm.
“General insurance is often overlooked by AFSLs as too specialist but it is essential for advisers to be able to assist SMEs protect their business assets.
“We were fortunate to find Anthony and his team. They bring over 25 years of general insurance experience and have advised across many diverse business segments, from the smallest SME through to large corporates. They will be an ideal complement to our set of advisory staff” said Matt Kidd.
Matthew Kidd
Group Managing Director
Omniwealth
t: (02) 9112 4300
m: 0413 119 001
matt@omniwealth.com.au
www.omniwealth.com.au
Anthony Anastasio
Director
Omniwealth Insurance Services
t: 02 9112 4351
anthony.anastasio@omniwealth.com.au
www.omniwealth.com.au