OMNIMax 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 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 automated advice solutions.

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.
Greg Hansen
Greg HansenSales & Commercial Manager
Greg brings to OMNIMax over 20 years Sales, Marketing and Commercial experience working for a range of both nationally and internationally renowned companies. Greg’s 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
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 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.
Theam Yong Chew
Theam Yong ChewSenior Software Developer
Yong is an 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.
Caroline Dovey
Caroline DoveyMarketing Coordinator
Caroline holds a Bachelor of Commerce in Marketing and over the past 15 years has held a variety of marketing roles in B2B and B2C organisations across Australia and New Zealand. She possesses a wide range of skills across digital marketing, marketing strategy and data analysis and thoroughly enjoys putting these to use.
Hamish Begg
Hamish BeggSenior Software Developer
Tristan Misselbrook
Tristan MisselbrookSenior 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 and has previously worked in the education sector and the geospatial industry. Tristan also holds a Bachelor’s degree in Mathematics and Computer Science.

Subscribe to Our Newsletter

Simply enter your email address to receive updates and news from OMNIMax!


Talk to Us!

Looking for a no-obligation demonstration, customised solution or just have a question? Talk to us to get your solution started!