Alpha Omega Wealth

alpha omega wealth management

alpha omega wealth management

At Alpha Omega Wealth Management (AOWM) our role is to help you pursue what is important to you. The process involves getting a deep understanding of who you are, your goals both now and in the future and your tolerance for risk. Using this knowledge in the financial planning process gives us a comprehensive snapshot of your journey to achieve financial independence.

No one’s life is static, so we take a long-term whole of wealth approach and invest your core wealth through informed, insightful, defensible, discipline and tailored advice to achieve your objectives and goals with reduced risk and increased reliability and certainty.

Testimonials

Read what my clients say about my services and the success they have achieved

Larry and Elaine Bicheno
Read More
In late 2013 my retirement was imminent and I needed more informed advice on superannuation management than I was receiving at that time. An acquaintance of mine recommended I contact Michael Moursellas as he was himself a long term satisfied client of Michael. My wife and I did so and we have been extremely pleased with Michael’s service ever since. We have found Michael to be completely honest, trustworthy and very knowledgeable and competent with his financial advice. Our particular needs and preferences are considered and we are given ample input into all investment decisions. There is complete transparency and access to information on where our funds are invested and how they are performing and our fees are disclosed in detail. We have no hesitation in recommending Michael Moursellas and Alpha Omega Wealth Management to anyone wanting excellent financial advice and personal service delivered in a very professional, friendly and totally assuring manner.
Ron Vidotto
Read More
Michael has been my financial adviser since 2013. From consolidating all my superannuation funds into one account and management of my share portfolio through to my transition into retirement, Michael has always offered professional advise that was tailored to my individual needs. His willingness to fully explain the advice he is giving during the investment review meeting is appreciated and gives you the confidence that his plan for your investments are on track. I have no hesitation in recommending Michael's services to any prospective clients.
Peter and Stephanie Hayward
Read More
Michael Moursellas has provided superannuation advice for myself (and my wife) continuously since 2003. He helped me transition from a fully company managed arrangement in the UK to self-management with his help and guidance. Our working relationship has spanned employment changes for me (including working internationally) and finally into retirement. Michael has remained our advisor of choice as he too moved through the corporate financial advice world finally setting up his own company. We have found Michael clear, straightforward and personable in his explanations about investment performance and ongoing strategy and we would not hesitate to recommend him to anyone.
Previous
Next