OMNIMax is based in Christchurch New Zealand and is an independent developer of cloud-based financial advice software & solutions. Connect & visually engage with clients anywhere…

Established in 2002, OMNIMax is based in Christchurch New Zealand and was the outcome of the plan writing and practice management software designed for a leading, innovative financial practice.

OMNIMax are pioneers in Software as a Service (SaaS) for the financial services sector enabling users to reap the benefits of technology and engage effectively with clients.

OMNIMax have developed an extensive platform allowing advisory businesses to deliver scalable quality advice to clients via customisable, off-the-shelf or bespoke solutions for KiwiSaver, Investment, Mortgage and Insurance advice. OMNIMax helps advisory firms automate and digitise their advice process by taking their products and services online, automating the advice process, increasing advisor efficiency and producing all the required documentation.

Proudly developed in Canterbury, New Zealand and currently deployed in USA, UK, India, Singapore, Thailand, New Zealand, Malaysia, South Africa, Ireland and Australia, OMNIMax offers a range of financial advice solutions and services from sophisticated web apps to client engagement tools and complete automated advice solutions.

In 2005 OMNIMax established a wholly owned subsidiary in India. In 2011 OMNIMax worked with leading system integrator Aurionpro Solutions Ltd & CMC Ltd (wholly owned by TCS Ltd) for the provision of enterprise solutions. Aurionpro deployed the OMNIMax financial plan writing solution at India’s second largest bank ICICI.

Save time, automate your processes, enable compliance and have great client conversations.

Jonathan Taylor
Jonathan TaylorOwner / 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
Michael SchwassFinance & Commercial Manager
Michael brings over 40 years’ 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.
Jason Butler
Jason ButlerDevelopment Manager
Jason brings more than 25 year of experience in Information Technology and has worked extensively in New Zealand and the U.S. Having 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.
Shona Skilton
Shona SkiltonOffice Manager / Customer Support
Shona holds a Bachelor of Applied Management and has specialised 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.
Benjamin Lyes
Benjamin LyesSenior Software Developer
Benjamin holds a Bachelor of Science (Computer Science) and brings more than 15 years of software development experience. He combines a strong understanding of software development with his knowledge of the financial industry. Benjamin has been a developer at OMNIMax since its inception, and provides senior technical and product expertise across the development of the OMNIMax platform.
Megan Murdoch
Megan MurdochMarketing
Megan has a background in Graphic Design with 15 years of experience in the Software and IT industry. She brings creativity to the OMNIMax team with a wide range of visual design, digital and marketing skills from lead generation and conversion rate optimisation to content marketing, social media management and user interface design. Megan also has experience in project management and managing the implementation of software and systems.
Benjamin Bolton
Benjamin BoltonSoftware Developer
Although Ben has just 3 years 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.
Ewen Cameron
Ewen CameronProduct Specialist / Trainer
Ewen has been in the Financial Planning industry since 2000 and an OMNIMax user since the first prototype was released. Ewen has completed a GDipBS (Personal Financial Planning) and was registered as an AFA in the old regime. Acting as a support advisor and providing advice in a small bespoke practice has given Ewen a strong background in Investment Advice and this has been further enhanced, in recent years, by conversations with OMNIMax clients as he seeks to understand their unique ways of doing business and match that with what OMNIMax has to offer.
Tanisha Ghai
Tanisha GhaiSenior Software Developer
Tanisha has over 10 years of software developer experience driving, architecting and developing high end software projects. Tanisha knows the ins and outs of software development and is always intrigued with innovation in the software development world, Tanisha thrives in looking for innovative designs and patterns during her development and has won multiple awards for being an innovative thinker. With experience in multiple industries ranging from legal to health care and financial, she brings in a diversified knowledge to the team.
Bijoy Chandran
Bijoy ChandranSoftware Developer
Bijoy has 9 years plus experience in the IT industry and has completed his Master’s in Software Systems in India and a Post Graduate Diploma in IT in New Zealand. Bijoy is a Microsoft Certified developer in Web Application development and support. Bijoy has experience in multiple industries including retail, healthcare, manufacturing and finance.

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