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.

Productivity didn’t come from adding more - it came from switching things off.That’s exactly the approach My Fortress to...
04/06/2026

Productivity didn’t come from adding more - it came from switching things off.

That’s exactly the approach My Fortress took when implementing iff.

Rather than adding more technology into the mix, the focus was on simplifying the way the business operated and creating a more connected, efficient workflow.

Over 12 months, the firm standardised around Microsoft, Fin365, and iff, switching off close to 15 external products in the process.

'What that’s meant is our tech stack has really come down to three or four providers, without losing functionality. That’s been hugely beneficial from both an efficiency and cost perspective.'
- Ian Bowrey, CEO, My Fortress

By reducing duplicate data entry and simplifying workflows, My Fortress was able to sustain significant gains in advice production without increasing headcount.

Read their full story here 👉 https://bit.ly/4nJLV9s

If your practice feels busy - but isn't growing - it might be hard to put your finger on the problem.OPEX’s Advice Tech ...
28/05/2026

If your practice feels busy - but isn't growing - it might be hard to put your finger on the problem.

OPEX’s Advice Tech Health Check can help you get to the root of the problem, giving you a personalised view of your current tech environment in minutes.

Take the 5-minute assessment here, and discover practical insights you can act on 🔗 https://bit.ly/42237wX

The best advice businesses aren't necessarily the busiest.They're the ones running on systems that just work.At OPEX, we...
19/05/2026

The best advice businesses aren't necessarily the busiest.

They're the ones running on systems that just work.

At OPEX, we focus on removing friction from advice practices, from ironing out operational bottlenecks to owning delivery and working shoulder-to-shoulder with our clients.

Explore our approach to supporting advice businesses 👉 🔗 https://bit.ly/3OOWtXU

Are you and your team producing 5+ SOAs per month?Then you might be struggling with inconsistent templates or heavy post...
14/05/2026

Are you and your team producing 5+ SOAs per month?

Then you might be struggling with inconsistent templates or heavy post-merge editing. Well, there is a solution 👇🏻

🚨 The OPEX Template Makeover Challenge

It has been designed for self-licensed practices to provide your team with a practical way to see how a modern, scalable advice production framework can save time and reduce bottlenecks - all without changing the advice itself.

Simply submit a single redacted section from your SOA or ROA, and we’ll return a suite-styled transformation within days, at no cost to you. You’ll also receive a short rationale explaining what changed and why it matters.

It’s fast, obligation-free, and gives you a clear comparison of what 'better' could look like for your practice.

📧 Get started by submitting your redacted SOA or ROA to [email protected]

11/05/2026

Onboarding new technology can feel disruptive and time-consuming.

But when it’s done well, it becomes a seamless extension of how your business already operates.

And, that’s exactly what Amy and her team at Consortium Private Wealth experienced with iff.

Book a demo to see iff in action 🔗 https://bit.ly/4bJ9aMv

What if your advice documents could do more of the heavy lifting for your team?For many own-AFSL practices, producing ad...
30/04/2026

What if your advice documents could do more of the heavy lifting for your team?

For many own-AFSL practices, producing advice isn’t the biggest challenge. It’s the time lost fixing layouts, cleaning up tables, chasing consistency, and reworking documents before they are ready to send.

These hidden inefficiencies slow advisers down and create pressure across the entire practice.

The OPEX Template Makeover Challenge gives firms a simple way to see what a more scalable advice framework could look like.

Send one redacted section from an SOA or ROA, and OPEX will return a Suite-styled version built from your content, along with a short rationale explaining what changed and why it matters.

If your templates are creating more work than they should, this is an easy place to start.

📧 Send through one redacted page to [email protected] and see the difference first-hand.

OPEX Consulting is one of the business partners at The Principals' Community Forum 2026 which will be held at The Langha...
28/04/2026

OPEX Consulting is one of the business partners at The Principals' Community Forum 2026 which will be held at The Langham, Gold Coast from 5-8 May.

Our Head of Sales & Client Experience, Shane Kirsch, will be at the forum and is looking forward to making new connections and catching up with industry friends. Do reach out and say hi.

Alternatively, if you can’t wait till the forum, contact us for a discussion or a demo > https://shorturl.at/Tmi73?utm_source=Facebook&utm_campaign=April_2026&utm_medium=organic_social

There are two things which we've found to transform advice businesses.Reliability and experience. At Opex, both are buil...
28/04/2026

There are two things which we've found to transform advice businesses.

Reliability and experience. At Opex, both are built into everything we do.

Our team has spent 17 years delivering trusted solutions across Australia. Last year, this looked like...
✔️ Supporting 130+ AFSLs
✔️ Solving 13,500+ tickets with a 94% SLA and 97% client satisfaction
✔️ Processing 900+ payment runs

This consistency is why many clients have been with us for over a decade. Long-term partnerships are built on trust, efficiency, and results that let advisers return their focus to the more important things (their clients).

Discover more about the Opex team 🔗 https://bit.ly/4trOGhc

Disconnected systems create hidden drag in advice firms - repeated data entry, inconsistent reporting, and extra checks ...
23/04/2026

Disconnected systems create hidden drag in advice firms - repeated data entry, inconsistent reporting, and extra checks to stay compliant.

Over time, that friction becomes a capacity problem.

iff has now integrated with Fin365 to support a more connected workflow that reduces duplicate handling, with early adopters using both platforms reporting meaningful productivity gains.

Take a closer look here 👉 https://bit.ly/47M5Pda

20/04/2026

Technology should help advice firms operate more efficiently - while still supporting high-quality advice outcomes.

At OPEX Consulting, we’re excited to see how advice businesses are using iff to transform their internal processes - as it has for Amy and the team at Consortium Private Wealth, allowing them to streamline their strategy planning and advice production.

'Previously we were using Word templates, manually entering client data and outputs...it got too much for the business...it really has been massive for the business from a cost and time saving point of view.'
- Amy Lehmann, Partner and Financial Adviser, Consortium Private Wealth

If you’re exploring ways to modernise your advice process and technology stack and invest the time saved back into your clients, we’d love to show you how.

Book a demo 👉 https://bit.ly/4bJ9aMv

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

Website

http://linktr.ee/opex_consulting

Alerts

Be the first to know and let us send you an email when Opex Consulting Pty Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share