About Us

We develop SaaS solutions for the financial services industry

In 2002, an innovative financial advice practice was looking for software that would streamline its processes and improve client engagement. There wasn’t any software available that met these requirements, so the practice approached our founder Jonathan to create it. Jonathan saw the benefits this software could offer other practices and so OMNIMax was born. 

What began as a purely software offering has evolved over the years as cloud-based solutions became the norm. Now, we specialise in developing custom SaaS solutions that help financial services providers improve their productivity and gain more time to focus on supporting their clients on their financial journey. We also offer a range of pre-built solutions that have been developed to suit the needs of financial advisers. 

21 years after we began, we continue to help to simplify financial advice and empower financial services professionals. 

The OMNIMax Team

Jonathan Taylor

Founder and Managing Director

Jonathan brings more than 20 years of software development experience and has a genuine interest in combining these skills with his knowledge of the financial industry. He has led OMNIMax since its inception and is integral in steering product development and our teams to achieve OMNIMax’s vision and objectives.

Michael Schwass

Finance and Commercial Manager

Michael brings over 40 years’ of experience as a Chartered Accountant, specialising in strategy, management, and finance. Having established and led IT and application development companies as part of his wide-ranging experience Michael forms an important part of our management team with a particular focus on finance and commercial matters and strategic direction.

Greg Hansen

Sales and Commercial Manager

Greg has over 20 years of Sales, Marketing and Commercial experience working for a range of nationally and internationally renowned companies. His broad experience and leadership skills, combined with his passion to deliver customer-focused solutions brings an important voice to our management team. Outside of work, Greg enjoys spending time in the surf, running or spending time with his children at cricket, rugby or touch rugby.

Jason Butler

Development Manager

Jason brings over 25 years of experience in Information Technology and has worked extensively in New Zealand and the U.S. He has worked across the technology stack in several industries, including leading efforts to develop cutting-edge location services for the insurance sector. Jason is both a Microsoft Certified DevOps Engineer Expert and a Microsoft Certified Azure Developer.

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Shona Skilton

Office Manager / Customer Support

Shona holds a Bachelor of Applied Management and specialises in working with companies to improve processes, policies and operations. Having worked previously as a licensed immigration adviser, she excels in working within a highly regulated industry and transfers these skills to OMNIMax supporting operations, human resources and customer service.

Ben Bolton

Software Developer

Although Ben has just 3 years of experience, his knowledge in software development compares him to a senior software developer. Ben holds a Bachelors degree in Computer Science with experience in systems development and full stack web development in the geospatial and financial industries.

Theam Yong Chew

Senior Software Developer

Yong is a highly experienced developer and has worked for over 20 years in software R&D and data analytics across various industries including research, marketing and consulting. He holds a BE(Hons) and PhD in electrical engineering. He is also a big fan of the compound interest formula.

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Caroline Dovey

Marketing Coordinator

Caroline has over 15 years of experience in B2B and B2C marketing roles in Australia and New Zealand. She possesses a wide range of skills across digital marketing, marketing strategy and data analysis. Caroline holds a Bachelor of Commerce, specialising in Marketing.

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Hamish Begg

Senior Software Developer

Hamish holds a NZCE in Electronics and Computer Programming and is highly experienced in software development and testing. His previous roles across the industrial technology, transport and SaaS industries, enable him to bring a range of skills and experience to OMNIMax.

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Tristan Misselbrook

Senior Software Developer

Tristan is a highly skilled developer and brings a wealth of knowledge to the OMNIMax team. He has a great deal of experience working as a full stack developer in the Microsoft technology stack. Tristan has previously worked in the education sector and the geospatial industry. He holds a Bachelor’s degree in Mathematics and Computer Science.

Why Work With Us

We’ve been fuelling financial advice conversations since 2002

Some of New Zealand’s top financial advice brands trust our solutions.

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Wealthpoint logo
FoxPlan logo
BNZ logo
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We’re Here to Help

Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.