“Nothing But Opportunity” for The Wealth Designers TWD stands out among its peers as one of the only truly ‘future-read’ practices in the country. Here Graeme Hyland talks about how technology and WealthO2 underpin a vibrant growth and culture story at this thriving advice business. TWD has five distinct service offerings, from their Private [...]

“Financial Framework came across the WealthO2 platform in 2017 when we were looking for a new and dynamic wealth management platform for our clients. The older legacy systems were beginning to show their age and weren’t providing product updates as we would have hoped. We went to market and found a solution, but it [...]

Arch Capital is an privately-owned wealth management firm, supporting clients to achieve their financial goals through financial planning, self-managed superannuation and tax management. Director Nigel Baker describes the firm as the ‘gatekeeper’ for clients. “We look for the best solutions for our clients, and because we’re privately owned and don’t take commissions, we are really [...]

James Gerrard, director at privately owned financial planning firm financialadvisor.com.au says “WealthO2 has come to market with a product that solved a significant problem for our financial planning clients. It has allowed our practice to offer a user friendly investment administration service with comprehensive reporting, but with cost effective pricing. WealthO2 has enhanced our value proposition to [...]