Opus Independent Financial Planning Limited

Setting you along the path
to financial freedom.

Everyone talks about “financial freedom”, and it sounds as great as it does elusive. But what does it really mean?

For each and every one of us at Opus, it simply means not having to go to work to earn the money we need to live the lifestyle we want. It’s about understanding that mysterious number that we need to reach in order to achieve our goals.
Simple? More so than you probably think. Elusive? Not necessarily…

WHAT IS YOUR NUMBER?

What we do

All the solutions you need, from a centralised point of truth

So how can we help? We’ll look at your circumstances holistically, work out how everything fits together, then help you understand what it might mean for the future. We’ll tell you where you are and – more importantly – where you could end up if you continue along the same trajectory. And we can offer all of this seamlessly from one centralised point of truth.

In short, we help you to explore the various futures that you could bring into reality.
It’s about what you could spend, not what you have spent.

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Who we work with

Entrepreneurs

Young professionals
and young families

Experienced professionals
and business leaders

Retirees and people
approaching retirement

Why seek financial advice now?

To quickly do away with a common myth, financial advice isn’t limited to people who have accumulated vast amounts of assets, investments and savings.
It’s not even limited to people with at least a modest degree wealth.

In its purest form, financial planning should be preventative and proactive - not reactionary – making it relevant to everyone.

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Why choose us?

We specialise in truly life-changing planning

We have a proven track record working closely with individuals to help fulfil their financial ambitions and personal lifestyle aspirations. We achieve this by drawing upon our extensive knowledge to provide clear and pragmatic strategic guidance that sets clients along the road to effective financial planning and management.