Opex Consulting Pty Ltd

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Opex Consulting Pty Ltd Empowering advice firms to streamline operations + enhance efficiency with innovative tech solutions. Ready to scale your practice? Let’s make it happen.

We are an innovative fintech company dedicated to supporting and creating simplified solutions for financial advisers. We are transforming the way practices use technology with solutions designed to save you time - and, most importantly, providing real people at the end of the call to offer ongoing support whenever you need it. We work with businesses looking to boost efficiency, streamline technology, and unlock their full growth potential. Here’s how working with us can benefit your practice
👉🏻 Save valuable time in delivering advice, allowing you to focus on what matters most
👉🏻 Make the most of the technology you’re already paying for - unlock its full potential
👉🏻 Access integrated solutions that seamlessly complement your existing systems when needed

📍 Our services

We focus on uniting your operations and processes by optimising the technology you already use across CRM, advice tools, and payment services while introducing new tools to help bring everything together. Our goal is to support practices in boosting efficiencies, streamlining technology, and unlocking their full growth potential. Contact us today.

09/10/2026

For Michael, Founder and Director at Viva Wealth, one of the biggest benefits of iff has been the time gained and what the team can do with it.

After completing the iff Explore Program, Viva Wealth has now fully adopted iff for both modelling and advice document production, helping the team make better use of their technology and spend less time getting advice work done.

That time saving has created more opportunity to serve clients, do more for existing clients and produce a more accurate end product.

'The time saving is a massive benefit and positive for the business for us to be able to either serve more clients, do more with the clients and to have a more accurate product at the end of the day.'
- Michael Carmody, Founder and Director, Viva Wealth

Hear more about Viva Wealth’s experience with iff 👉🏻 https://opexconsulting.com.au/creating-more-capacity-for-clients-viva-wealths-experience-with-iff/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

How well is your tech stack actually supporting the way your team works?Many advice firms already have a strong technolo...
29/09/2026

How well is your tech stack actually supporting the way your team works?

Many advice firms already have a strong technology foundation. The opportunity is often in refining how those tools work together and where they can create more capacity.

The Advice Tech Health Check takes just five minutes and gives you practical insight into how your advice operations are performing across areas including advice efficiency, tech adoption, scalability, AI readiness and change readiness.

See what’s working well and where there may be opportunities to improve.

Take the Advice Tech Health Check here 🔗 https://advicetechhealth.scoreapp.com/

22/09/2026

What does the right advice technology ecosystem look like for your firm?

Advice businesses need different capabilities across client engagement, CRM, insights and automation, advice production, compliant documentation and business operations.

That means many firms end up with their own combination of tools. Each chosen to suit the way they work.

As Greg Davis, Director of Customer Success at Fin365, explains, technology is evolving quickly, and no single platform can do everything an advice firm needs.

The opportunity is in creating an ecosystem where those tools work together more effectively - reducing friction, improving workflows and giving teams a stronger foundation to grow.

Looking for practical ways to enhance your advice process?

Watch the full iff × Fin365 Connected Advice Ecosystem webinar for more insights 👉 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/

Technology creates the most value when it fits the way your advice team actually works.That starts with understanding wh...
16/09/2026

Technology creates the most value when it fits the way your advice team actually works.

That starts with understanding where time is being spent, where friction is slowing things down and where existing workflows could be streamlined to create more capacity.

Our latest article looks at what actually moves the needle for advice businesses, beyond simply adding more technology.

Read further to explore what can help advice firms streamline workflows, reduce friction and create more capacity 👉🏻 https://opexconsulting.com.au/why-most-tech-fails-advice-firms-and-what-actually-moves-the-needle/

08/09/2026

A year on from implementing iff, Ian Bowrey and the team at My Fortress are still seeing the benefits of a more connected advice workflow.

'It certainly helped with the use of iff to have the Omnium and ProductRex data feeding directly into the product.'
- Ian Bowrey, Partner and CEO, My Fortress

With product data flowing more seamlessly through the advice process, the team has been able to reduce manual steps and create a more efficient experience for advisers, particularly during advice generation.

Read the My Fortress story to see how they’ve created more capacity and improved efficiency across their advice workflow 👉🏻 https://opexconsulting.com.au/how-iff-helped-my-fortress-scale-advice-without-increasing-headcount/

Hidden inefficiencies could be costing your practice - and most teams don't even see it.It starts with duplicate data en...
30/08/2026

Hidden inefficiencies could be costing your practice - and most teams don't even see it.

It starts with duplicate data entry, disconnected systems, and slow reviews. Gradually, workarounds become the norm.

That's why we designed the Advice Tech Health Check - a fast, practical way to surface where your technology is holding you back.

In just 5 minutes, you'll get a personalised technology report with clear recommendations across:
✓ Advice efficiency
✓ Tech adoption
✓ Scalability
✓ AI readiness
✓ Review process
✓ Change readiness

See what's really happening instead your workflow.

Take the Tech Health Check here 🔗 https://advicetechhealth.scoreapp.com/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

26/08/2026

Imagine increasing your clients by 20% in just 12 months.

According to Ian Bowrey, CEO of My Fortress, that’s exactly what his team has experienced since implementing iff.

'We've seen the efficiency gain using, for example, Microsoft Copilot with adviser meeting minutes, drafting up a power planning request and doing a file...our advisers are now seeing anywhere between 10 to 20% more clients a week based on that efficiency gain alone.'

But the real story isn’t just the uplift - it’s what’s still unfolding from it, with more connected workflows and a more efficient way of working emerging behind the scenes.

And with that foundation in place, My Fortress is now unlocking further opportunities across the business.

Read how My Fortress was able to reduce operational drag and increase capacity - without compromising quality 👉 https://opexconsulting.com.au/how-iff-helped-my-fortress-scale-advice-without-increasing-headcount/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Is the latest innovation actually solving anything - or just adding noise?In financial advice, it’s easy to get caught u...
18/08/2026

Is the latest innovation actually solving anything - or just adding noise?

In financial advice, it’s easy to get caught up in new tools, features, and headlines.

But the real test is...
👉 Does it remove friction?
👉 Does it improve consistency?
👉 Does it create capacity in the business?

At OPEX, that’s the lens we use across everything we build and implement - from workflow design to technology platforms like iff.

Not bolt-ons. Not complexity for complexity’s sake. But systems that actually support how advice businesses run day-to-day.

If your tech stack isn’t doing that, it’s worth a closer look.

Visit our website to book a 30-minute consultation, and let's explore how we can help with your tech stack 👉www.opexconsulting.com.au/book-a-demo?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Implementing new technology shouldn't feel like a leap of faith.That's exactly why the iff Explore Program exists.For Vi...
12/08/2026

Implementing new technology shouldn't feel like a leap of faith.

That's exactly why the iff Explore Program exists.

For Viva Wealth, the program provided an opportunity to test the software in a real-world environment, assess how it aligned with existing processes, and determine whether it would deliver meaningful value before making a longer-term commitment.

As the team shared, the Explore Program offered a practical way to evaluate suitability, effort, and investment while reducing the risk that often comes with technology decisions.

If you're considering improving your advice workflow, the smartest first step may be testing what's possible.

👉 Start the Explore Program and assess whether iff could improve your advice process before making a bigger commitment: https://iffadvice.com.au/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

04/08/2026

Two platforms and one connected advice ecosystem.

That's the thinking behind the integration between iff and Fin365.

Fin365 focuses on business management and CRM, while iff focuses on advice production. Together, they create a more connected advice ecosystem that reduces duplication, improves workflow, and helps advice firms build capacity to grow.

'We've always said we want to be the best business management and CRM tool we can be...we're working with iff for that reason.'
- Greg Davis, Fin365

Watch the webinar to learn how a connected advice ecosystem could support your practice 👉 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Address

Level 4, 26 Flinders Street
Adelaide, SA
5000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+611300131152

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