ASX-listed since
2013
DIA regulated
Registered on the FSPR for over 15 years
Trusted by 700+ financial advisers across NZ & Aus
Over NZ$350bn moved, and counting
Deliver more for your clients with OFX.
Like accountants or lawyers, OFX is a trusted referral partner – helping you deliver value, premium service, and peace of mind on your clients’ international transfers.
Choose your level of engagement. With one log in, advisers can oversee all of their clients’ accounts and manage both local and international transactions without leaving the OFX platform.
Add to your advice offering by partnering with OFX for all your clients’ FX transfers.
Support your clients through life’s biggest cross-border money moves.
UK Pension Transfers
Support clients repatriating their UK pensions seamlessly, minimising client admin.
Inheritance
Collaborate directly with solicitors to ensure secure, efficient and timely fund transfers.
Relocation
Support clients relocating abroad by managing housing, settlement and living‑expense transfers seamlessly.
Property Purchase & Sale
Facilitate large property purchases and sales, with the option to lock in exchange rates to reduce currency risk.
Investments
Handle cross-border capital calls and share sales with efficient onboarding and settlement.
OFX Advisor Console
Oversee client FX transfers in real time.
The OFX Advisor Console is tailored for financial advisers, giving you a clear overview of all your clients’ global transfers. With just one login, manage all your clients without switching platforms.
Gain full visibility over client FX transfers.
Manage multiple clients seamlessly with a single dashboard.
Effortless client onboarding.
We know you care about your clients – and so do we. We’ve made onboarding easy, supportive and compliant.
Clients are linked to your Advisor Console upon sign-up, making it easy to track onboarding status, send reminders and support document submission.
Built with security in mind.
We ensure a secure online experience with a range of practices and measures designed to safeguard your clients’ sensitive data and prevent unauthorised access.
We are ASIC and AUSTRAC regulated, ASX listed and ISO 27001:2022 certified.
Join over 650 financial advisers across Australia.
Enhance your advice offering. Partner with OFX to give your clients trusted global money solutions and add even more value to your service.
Why advisers love us.
John Versace, Director and Head of Expat Services, APT Wealth Partners
Service that sets a new standard.
“It’s been great working with OFX. Having one main contact for both our questions and our clients makes a big difference – it builds trust. Their responsiveness is consistently high, which really matters to us. As referral partners, they reflect our own service standards, and OFX absolutely delivers on that for us and our clients.”
Partner with OFX, talk to a specialist today.
Email: adviser.partnerships@ofx.com
Call: +64 9 222 4158
Clients love us. Here’s why.
Wayne, OFX client
Advisers love us. Here’s why.
Toby Simpson, Senior Financial Adviser and UK Advice Specialist, APT Wealth Partners
Advisers love us. Here’s why.
John Versace, Director and Head of Expat Services, APT Wealth Partners
Why people trust us.
Help your clients better manage their global transfers