Our Services

We provide a range of financial services designed to address every aspect of a client’s financial needs. In particular, we provide specialist financial advice in the areas of tax, risk, cash flow management and investment strategy.

Financial Planning

Financial Planning is about you and your lifestyle and our aim is to provide you...

Read More

Retirement Planning

In order to maintain a sufficient or desired income and quality of life in...

Read More

Investment Planning

At Opes Wealth Trust we recognise that each client’s situation is different and...

Read More

Protection Planning

We have a unique approach to risk assurance and protection planning. We view protection...

Read More

Tax Advisory

Opes Wealth Trust delivers tax advice to private clients and their families on all...

Read More


Buying a home is one of the biggest financial decisions you will make in...

Read More

Debt Advisory

We work closely with both existing clients and new clients who are experiencing financial...

Read More

Let’s Discuss Your Future Today

A professional wealth management firm committed to providing objective and comprehensive financial advice.

Speak to a member of the team