Discover how our investment solutions can help you build wealth or speak with your financial advisor.
To invest effectively, it’s crucial to grasp the fundamentals of investing, enabling you to make well-informed decisions that suit your needs.
We outline how to maintain your portfolio through ‘rebalancing,’ ensuring it aligns with your goals and risk tolerance.
Online tools can streamline the administrative aspects of managing your investment portfolio, consolidating both your investments and related reports in one place.
If you're new to investing and unsure where to begin, you can select from five expertly crafted, pre-built managed portfolios, each offering different levels of risk and asset allocation. Simply choose a portfolio, and we’ll handle the rest.
Pick from five managed portfolios, monitored by investment professionals
Compare your portfolio alongside your online banking
Simplify tax season with easy tax reporting
Create your own portfolio from a curated selection of investment options. Choose from shares, managed funds, managed portfolios, and term deposits—all in one place.
Monitor performance with real-time online reporting and a single login
Manage all your investments alongside your online banking
Save time on taxes with a consolidated tax statement
OPS Management Group provides expert investment advisory services to individuals, corporations, and institutional clients. We offer strategic advice on portfolio construction, asset allocation, and investment strategies to help clients achieve their financial objectives.
We create customized investment plans based on clients’ specific financial goals, risk tolerance, and time horizons.
Our advisory services are supported by in-depth market research and analysis, ensuring that clients receive informed recommendations.
We assist businesses and projects in raising capital through various channels, including private placements, venture capital, and structured financing. Our expertise helps clients secure the necessary funds to support growth and expansion initiatives.
We provide strategic advice and facilitate access to capital markets, helping clients structure and execute successful funding rounds.
We identify and evaluate investment opportunities, connecting investors with high-potential ventures and projects.
We offer comprehensive financial planning services, including risk management strategies, estate planning, and tax optimization. Our goal is to help clients build and preserve wealth while mitigating potential financial risks.
We assess and manage financial risks, including market volatility, credit risks, and economic uncertainties, to safeguard our clients' investments.
Our planning services include long-term financial strategies and goal-setting to ensure sustained financial health and success.
At OPS Management Group Pty Ltd, our commitment to excellence and client-centric approach drive our success in the financial sector. We leverage our deep industry knowledge and innovative strategies to deliver superior investment solutions and achieve our clients' financial aspirations.
We provide a variety of investment options to assist you in creating, administering, or expanding your personal investment portfolio.