Opex Consulting Pty Ltd

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 techno

logy, 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.

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

Everyone's chasing faster advice delivery. But, despite turning to the latest tech, many teams stay stuck.In our experie...
28/07/2026

Everyone's chasing faster advice delivery. But, despite turning to the latest tech, many teams stay stuck.

In our experience, it comes down to one simple reason...they're trying to automate the easy parts, while some of the slowest parts stay untouched.

For many advice firms, the real bottleneck is advice formulation: the strategy thinking, the modelling, the checks, the revisions (and then the rechecks).

That's where time really disappears.

It's also where burnout builds, because the work becomes a constant loop of back and forth between adviser and paraplanner.

If your tech stack is not creating breathing space, it may not be a tool problem. It may be a focus problem. Read more here to see the real reason advice tech under-delivers, and what to focus on instead 🔗 https://opexconsulting.com.au/why-most-tech-fails-advice-firms-and-what-actually-moves-the-needle/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

The more complex the advice, the more the framework behind it matters.For Consortium Private Wealth, the ability to tail...
22/07/2026

The more complex the advice, the more the framework behind it matters.

For Consortium Private Wealth, the ability to tailor iff to match the way their team actually delivers advice has been central to the platform's success - particularly across SMSF and entity-based advice, where standard templates often fall short.

'We’ve been able to add our own template into iff that’s tailored to our business. That’s made a huge difference in reducing editing and keeping things aligned with how we give advice.'
- Amy Lehmann, Financial Adviser, Consortium Private Wealth

By aligning the technology to their existing advice style and workflow, this practice has been able to maintain consistency and quality while significantly reducing manual editing behind the scenes.

Read more about Consortium’s experience with iff here 👉 https://opexconsulting.com.au/how-iff-transformed-advice-at-consortium-private-wealth/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

Advice businesses are now technology-enabled operating models.That means implementation and change management aren’t opt...
08/07/2026

Advice businesses are now technology-enabled operating models.

That means implementation and change management aren’t optional - they’re what determine whether systems actually deliver value.

OPEX consulting connects the three areas that often drift apart.
👉 Your technology
👉 Your workflows
👉 And, your compliance requirements

When these align, the result is less rework, stronger adoption, and more scalable delivery.

Results include a 30% reduction in operational costs and 95% technology adoption following implementation.

The goal is to help firms fully embrace new systems and get them working in practice.

Visit our website to explore our tech consulting services 🔗 https://opexconsulting.com.au/services/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

Advice businesses are now technology-enabled operating models, and implementation, adoption, and change management are n...
30/06/2026

Advice businesses are now technology-enabled operating models, and implementation, adoption, and change management are no longer nice-to-haves.

Our consultants take a do-it-with-you approach, working alongside your team to optimise systems, streamline workflows, and keep you aligned with compliance and business goals.

The outcomes include reduced operational costs, stronger technology adoption, and confidence your infrastructure is built for growth.

Learn more about our consulting services 👉🔗 https://bit.ly/4u0kSIh

Advice businesses rarely hit capacity because their team isn't working hard enough.For Viva Financial, the bottleneck wa...
24/06/2026

Advice businesses rarely hit capacity because their team isn't working hard enough.

For Viva Financial, the bottleneck was hidden in the workflow. Comprehensive SoAs were taking around six hours to prepare.

By implementing iff, they improved the process behind advice delivery and reduced prep time to around two hours or less.

Book a demo to see how iff can help remove bottlenecks from your advice workflow 👉 https://iffadvice.com.au/?utm_source=Facebook&utm_campaign=July_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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