Simplifying The Business of Wealth
Specialist financial marketing firm committed to excellence and optimal client satisfaction through independent, solutions-driven advisory
Integrated Investment Management Service
Distribution and Capital Raising Service
Business Management Advisory Services
About Opulence Infinitum
Opulence Infinitum Pty Limited is a Specialist Financial Marketing firm. Services provided include:
Integrated Investment Management Service
(High net worth Individuals and Family Offices)
Distribution and Capital Raising Service
(Fund Placement and Resourcing)
Business Management Advisory Services
(emphasis on SME’s with 2 to 200 employees)
While we adopt different strategies for different services we provide, the primary aim is to provide optimal satisfaction to our clients by being committed to excellence along with smooth operational implementation.
Our customers are our most important stakeholder in our business and the lifeblood of our business. We believe, only by satisfying our customers first, do we have the opportunity to satisfy the needs of our stakeholders.
We are very selective in the engagements with accept and seek clients with whom we can build lasting long term relationships. The firm takes on a limited number of projects each year – we prefer to work on a personalised basis with each mandate detailed and execute the strategy to best suit the client.
2011
YEAR ESTABLISHED
75
YEARS COMBINED EXPERIENCE
3
EXPERIENCED
PARTNERS
6
STRATEGIC PARTNER ALLIANCES
Our Services
Comprehensive financial solutions tailored to your unique needs
Integrated Investment Management
Multi-dimensional Wealth Strategy for HNWIs
High quality discretionary investment management service ideal for High Net Worth Individuals, Family Offices, Foundations and Institutional Investors.
Multi Currency Management
Multi Asset Portfolio
Multi Jurisdiction Coverage
Separate Discretionary Mandates
Distribution & Capital Raising
Business Management Advisory
Strategic Growth Partnership for SMEs
Specialized advisory services for SMEs with 2 to 200 employees, focusing on strategic business development and operational excellence.
Business Analysis & Viability Studies
Strategic Planning & Implementation
Process Re-engineering
Project Management Services
Strategic Capital Solutions for Fund Managers
Fund placement and resourcing services providing unique individualized high probability low risk globalised investment solutions.
Fund Placement
Capital Resourcing
Strategic Consulting
Investment Analysis
OUR TEAM
Sophia D’Penha
Group Executive, Strategic Business Development
+61 405 225 536
Sophia@oiworld.net
Fund Management and Managing High Net Worth Clients.
Reginald Monteiro
Group Executive, Global Initiatives and Strategy
+61 415 322 195
reginald@oiworld.net
Business Analysis, Business Information, Project Management, and Product & Market Development.
Strategic Business Alliances
Our Alliances allow our clients to access products that are not easily accessible. More importantly, we are able to provide our clients with expert support and guidance in fields outside our expertise.
Professional Connections
Several professionals with specialisations are engaged on a part time basis and add insight to the direction we provide. A network of experts (marketers, accountants, lawyers, financiers, sponsors and mentors) lend valuable support to our services.