Omega 3 Financial Group

Omega 3 Financial Group

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We provide Investment Advice & Management, Superannuation, Risk Insurance, Retirement Planning, Tax Strategies & Direct Share Portfolio Management

Comprehensive planning to help you achieve your goals. Separately managed accounts to suit individual requirements, avoiding, where possible, managed funds. Risk management to identify risks to your plan and provide mitigation strategies.

07/11/2021

Cleo was found, share this around and let’s hope we can find William 🙏

Omega 3 Financial Group | Federal Budget Summary 2017-18 15/05/2017

All you need to know about the 2017/18 Federal Budget

Omega 3 Financial Group | Federal Budget Summary 2017-18 Here is a good budget summary that is easy to read and understand. It is produced by a national firm of accountants and I have permission to reproduce it here. Please ring me if you would like any further clarification on any issues contained in the summary. Below is an excerpt from the report.

20/03/2017

Here's my spin on Scott Morrison's recent superannuation changes

Omega 3 Financial Group | The Superannuation Changes – Scott Morrison’s Changes Analysed Disclaimer: Any comments contained herein are general in nature and do not refer to any particular person or class of person. Superannuation is complicated but is generally well worth the effort as there are substantial tax advantages and retirement planning is becoming more important with the pro...

Omega 3 Financial Group | President Trump – Watch out the major political parties everywhere. The people are coming. 10/11/2016

Fasten your seat belts. After the horror day yesterday on news of the Trump victory, our stock market opened up 3% today. See my post below written last night. I think it's still relevant.

Omega 3 Financial Group | President Trump – Watch out the major political parties everywhere. The people are coming. President Trump – Watch out the major political parties everywhere. The people are coming. November 9, 2016/0 Comments/in World news /by Peter TrounceI fear we’re in for a rollercoaster ride over the next couple of years. There’s no way to forecast with any degree of confidence what will happen eco...

07/11/2016

Some of our thoughts on the US election

Omega 3 Financial Group | President Trump? – Possible Implications for Oz. President Trump? – Possible Implications for Oz. November 7, 2016/0 Comments/in Blog /by Peter TrouncePresident Trump? Implications for financial markets. Will a Trump win in the USA really devastate our financial markets? Will a Clinton win provide a lift? Having just returned from a few weeks in t...

08/10/2016

Omega 3 manages a series of direct share portfolios for private clients under a Managed Discretionary Account (MDA). These include:
* A high yield Australian shares blue chip industrial portfolio
* An Australian shares growth portfolio
* A listed property trust and infrastructure portfolio
* A listed fixed interest and hybrids portfolio
* An international ETF portfolio

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Location

Address


Fortitude Valley, QLD
4006

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm