YEAR ESTABLISHED
Combined YEARS of KNOW-HOW
EXPERIENCED PARTNERS
STRATEGIC PARTNER ALLIANCES
ABOUT US
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)
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.
OUR SERVICES
We work with the client to get the best possible outcome for their goals. These instruments are uniquely designed and produce outcomes as per client requirements and directive.
- We provide independent advice and implementation based on client needs and NOT IN HOUSE PRODUCTS. Our role in doing so is to ensure engineering for the highest probability that we can navigate to deliver on our client’s objectives.
Whilst we are a relatively small firm, we have a global footprint. Through our business alliances and professional network, we are able to service clients across times zones spanning from USA, Europe, Indian Subcontinent and Australasia.
Our Business VALUES
What We Offer
We provide unique individualised high probability low risk globalised investment solutions to HNWI who own assets across the globe with globalised business, family and travel interests. The service combines strategic advice, investment management, reporting and relationship management.
Our core offerings include:
- Asset Management – (Multi Currency, Multi Asset, Multi Jurisdiction) with Separate Discretionary Mandates
- Investment Consulting – including Strategic Consulting, Pure Research, Investment Management, Analysis of Projects
- Family Office Strategy – Intergenerational Transfers, Financial Perpetuities
- Financial Engineering – Structuring, Financial Modelling including Retirement Planning, Risk Management Planning and Strategic Financial Projects.
Opulence Infinitum assists International and Australian Investment/Fund Managers in sourcing/raising funds globally within the Sophisticated and Wholesale segment of the Market.
We help increase their FUM by distributing their offering to those sales channels which we believe will be most receptive to the manager’s strategy. We set up investor meetings, conference calls, and road shows and do everything we can to facilitate the investment – provided, of course, that it makes sense for the investor.
Current and Past Partnerships:
– Niche Market Fund
– Innovative Products Fund
– Mortgage/Infrastructure Fund
– Global Investment Funds entering Australasian Market
Special Investment Opportunities:
– Capital Fund Raising for Growth and Expansion with Real Estate Projects
– Capital Fund Raising for International Oil Exploration and Mining
We are retained to provide sophisticated strategic business solutions which are uniquely customised to address the specific situation, needs and objectives of every individual client.
Opulence Infinitum will undertake such initiatives on a case by case basis and will work alongside the client ensuring end to end strategic and operational implementation
Ours Services include
Business Management Services
Business Analysis and Viability Studies, Business Process Re-Engineering, Business Development
Assistance, Strategic Planning and Implementation, Operational and Productivity Analysis.
Project Management Services
Management Reporting, Interim Executive Management, Executive Coaching and Mentoring, SME
Mergers and Acquisitions, Business Buy/Sell Support.
Research and Support Services
Market and Customer Research, Market Feasibility Studies, Marketing Surveys, Employee Research,
Competitive Intelligence and Information Consulting.
OUR TEAM
Sophia D’Penha
Group Executive, Strategic Business Development
+61 405 225 536[email protected]
Fund Management and Managing High Net Worth Clients.
Reginald Monteiro
Group Executive, Global Initiatives and Strategy
+61 415 322 195[email protected]
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.
GET IN TOUCH
Opulence Infinitum is here to answer any query you may have and offer you with an effective solution.
New South Wales
AUSTRALIA
Telephone: +61 415 322 195