We are an autonomous financial services company that
combines the knowledge and experience of our institutional heritage with the flexibility and entrepreneurialism
of a boutique firm to deliver a market-leading proposition that enables meaningful, relevant and timely
outcomes to our clients and advisors across Australia and Asia. Our key areas of distinction are:

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A track record to be proud of

While our name has changed over time, Oreana has a 16-year history, having been established in Hong Kong since August 2002.

With offices in Australia and Hong Kong, many of our team members have been with us since our beginnings, maintaining service continuity in our client relationships and building a strong track record of performance.

It is this continuity of service and performance that has awarded us a reputation in managing wealth between Asia and Australia, and cemented our relationships with larger institutions across both regions.

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Our client commitment

 

We put our clients at the centre of everything we do. With an entrepreneurial and nimble spirit, grounded by robust processes and rigorous research, we are committed to acting in our clients’ best interests and being with them every step of the way.

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Delivering the best outcomes

We are driven to do things the best way. If the best way involves challenging industry norms, or forging new links with expert partners, or going above and beyond – that’s what we do. We prize the entrepreneurial spirit, autonomy and agility that allow us to pursue opportunities to their conclusion and deliver high quality outcomes for our clients and advisors.

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Flexible, full service capability

 

Being autonomous and not tied to any one service provider or financial institution means we work for our clients, not for a multi-national parent. While we have alliances to some of the most prominent financial institutions, our clients benefit from our personal perspective. This autonomy affords us the ability to act in our clients’ best interests – at the same time providing us the opportunity to tap into the best partners in our broader networks.

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We are regional experts

We continually strive to be the best in our field by bridging the opportunities between Australia and Asia. With expert teams on the ground in both regions, we are sharp, efficient, and aligned to our clients’ values and expectations; attuned to the opportunities and challenges in transacting between jurisdictions.

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Security is paramount

We ensure our clients’ investments have a secure foundation. This means the investment platforms, products and management of these investments are accessed through large institutions that have extensive resources and industry strength. Our clients can have confidence knowing they are being looked after in every way.

Oreana Financial Services is part of the Oreana group of companies.