You’ve built a great advice business. Now let’s make it run like one.
We help ambitious advice firms and institutions streamline their operations, get more from their tech, and scale advice delivery, without the overwhelm.
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You’ve built a great advice business. Now let’s make it run like one.
We help ambitious advice firms and institutions streamline their operations, get more from their tech, and scale advice delivery, without the overwhelm.
Discover
You stay focused on giving great advice and we’ll make sure your systems keep up.
Advice Firms: You’ve got the clients. The vision. The drive.
What you don’t have? The time, the headcount, or the system to scale sustainably. That’s where we come in. We help advice businesses remove bottlenecks, reduce rework, and simplify advice delivery, so your team can deliver more advice, more consistently, with more margin.
Advice Firms: You’ve got the clients. The vision. The drive.
We help licensees bring consistency to advice production, without sacrificing speed, quality, or control. We help you standardise what matters, lift productivity, and reduce the operational drag on your teams. We’ve built systems inside some of the country’s most complex dealer groups. We know what work and what doesn’t.
Most advice firms aren’t broken. They’re just running with systems that haven’t caught up to their ambition.
You know there’s a better way to run your business, but every time you try to fix it, the complexity piles up. At OPEX, we partner with you to simplify the chaos, implement tools like iff and Xplan the right way, and turn your advice engine into a growth asset.
Find out more
Most advice firms aren’t broken. They’re just running with systems that haven’t caught up to their ambition.
We partner with you to simplify the chaos, implement tools like iff and Xplan the right way, and turn your advice engine into a growth asset.
Find out more
Advice ecosystems get messy fast. Do you have a path to scalable growth?
Meet our team
What if your advice ops were your biggest profit lever?
That’s the question that started everything.
While most advice firms were stuck wrestling with clunky systems and rising compliance demands, Paul Campbell and Hamish Hockley saw the opportunity for something better.
Not more tools, just smarter ones. Not more admin – less of it. Not just staying compliant, but scaling with confidence.
With decades of real-world experience inside advice businesses, licensees, and platforms, they knew the problem wasn’t just the tech. It was how the whole machine worked.
So they built OPEX.
From day one, OPEX has been about one thing: helping advice businesses turn complexity into capability. Today, we support over 100 AFSLs across Australia, simplifying operations, streamlining advice delivery, and helping firms get more out of every hour, every tool, and every team member.
This isn’t just about efficiency. It’s about margin. Growth. And building a business that’s ready for whatever comes next.
Darren Wright
Acuity Private Wealth
“We’ve grown fast. A lot of people ask how we’ve done it and one of the key pieces I talk about is iff. It’s been central to transforming our tech stack and lifting our efficiency.”
“The OPEX team is hands-on. You’re not dealing with a call centre, you’re working with real people who get to know your business. “The setup is tailored, the support is solid, and with some commitment, you’re up and running quickly.”
Ian Bowrey
My Fortress
“We thought 70% adoption of iff would be a win, but we’ve reached 90% usage across all SOAs. It’s exceeded expectations.”
“We used to work on a two-week turnaround for SOAs. Now, if needed, we can turn them around in three business days. That was impossible before. And our backlog? It’s gone. The team’s struggling to find SOAs to do.”
Mark Aranjo
Grimsey
“This isn’t just about efficiency, it’s about empowering clients to make smarter decisions with more confidence.”
“One standout moment came when a client’s goals were entered into the system and iff instantly flagged that they were already met. I thought the tool was broken. Then I realised we were thinking too small. Iff challenges us and our clients to dream bigger.”
See how we help advice firms scale smarter. Read on.
Creating More Capacity for Clients: Viva Wealth’s Experience with iff
The evolution of SMSF of iff
