At the core of our values lies an unwavering commitment to serving Australian families, Retirees, HNW individuals, and SMEs with sound advice & total clarity.
Our specialist services encompass Integrated Financial Planning and Accounting, alongside strategic asset allocations designed to build and maintain high-performance portfolios.
Further more to ensure every aspect of your financial life is protected and optimised, we provide in-house SMSF advisory and compliance, Insurance and Mortgage Broking.
What sets us apart is the long tenure of our team. Collectively, we share one purpose to help you and your family make confident financial decisions and build lasting security.
Locations: Sydney CBD (Head Office), Bella Vista, Narrabeen, Newcastle, Cessnock.
To discuss your goals, please reach out to schedule an appointment in person at any of our offices or via video call.
Disclaimer: OBRA Wealth (OBRA Private Wealth Pty Limited) serves as the private wealth advisory arm of B. Moses Group. World class experience delivered with local knowledge. This information is provided for general informational purposes only and does not take into account your individual objectives, financial situation, or personal circumstances. It does not constitute personal financial advice, a recommendation, or an offer to acquire or dispose of any financial product. You should not rely solely on this information when making financial decisions. Before acting on any information, you should consider its appropriateness in light of your own circumstances and seek advice from a qualified financial adviser. All examples are for illustrative purposes only and do not represent forecasts or guarantees. While every effort has been made to ensure the accuracy of the information at the time of publication, no warranty is given and no liability is accepted for any loss arising from reliance on this material.
Rating Reviews
Rating is calculated based on
1
review and is evolving.
Pros: I appreciate that some senior leaders really trust us as Financial Advisors. There's a lot of autonomy, which is great for a remote position. It makes managing your own client book much easier in the wealth management industry.
Cons: The biggest issue is inconsistent direction from management. It's tough to get clear answers sometimes, and there isn't a solid mentorship program for new hires. Communication feels a bit siloed across departments.
Advice to Management: Try to create more consistent messaging across leadership. Invest in a formal mentorship program for junior Financial Advisors.
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What kind of health and wellness benefits does OBRA Wealth offer its employees in the financial advisory sector?
OBRA Wealth provides a comprehensive benefits package that includes medical, dental, and vision insurance options. They also support employee well-being through resources like a wellness stipend and access to mental health services, contributing to a supportive work environment for financial advisors.
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