Diversified financial services group, Omniwealth, has acquired Westminster Finance and Business Solutions to boost its capacity in mortgage and finance services for the firm’s clients. The Balmain-based broker will relocate to Omniwealth’s Australia Square office over the next 6-12 months. Mr Grima will bring three brokers, two support staff and an established overseas processing team into the Omniwealth business.
“As part of our strategic plan we needed our Mortgage and Finance division to be big enough to handle our forecast growth, and there is no better way than to partner with an experienced and successful business operator.
“We have chosen to team up with James Grima at Westminster as he has a great business that is innovatively streamlined, and can help us deliver on our strategic plan. Like us, Westminster is non-aligned and able to be client centric with no conflicts,” said Matthew Kidd, Group Managing Director of Omniwealth.
Mr Grima sees the move as a good fit for his firm as they gain the opportunity to service their financial planning and accounting clients: “Our broking team developed its own CRM system that touches clients multiple times in a year and we felt ready to outgrow the inner West and connect with more SMEs and professionals/executives.”
“Being able to service a client on all of their professional service needs, without them needing to go anywhere else is paramount to our overall business plan,” said Mr Kidd.
Media comment
Matthew Kidd
Group Managing Director
Omniwealth
p (02) 9112 4300
m 0413 119 001
e matt@omniwealth.com.au
w www.omniwealth.com.au