Partnership supports adviser efficiency, integration-ready advice technology, and long-term investment.
MELBOURNE, Australia - 17 February 2026
OPEX Consulting Pty Ltd (OPEX) today announced a strategic partnership with Challenger to support the continued development and growth of the Informed Financial Future (iff) financial advice platform, designed to help advisers generate comprehensive advice strategies faster and scale advice delivery more efficiently. The partnership with Challenger will also deliver modelling of lifetime income strategies for advisers supporting clients approaching or in retirement.
The partnership reflects a broader shift underway in advice technology: tightly integrated, productivity-focused platforms that reduce delivery time, improve consistency, and create capacity across advice businesses. Challenger’s involvement provides long-term backing and confidence in the ongoing investment behind iff, reinforcing the platform’s continuity and OPEX’s ability to continue building for the future.
OPEX established iff as a ‘trusted advice engine’ built to fit into the evolving advice tech stack - enabling advisers to streamline and scale advice processes, while supporting connected integrations across the ecosystem. The platform is designed to be leveraged by advice businesses and connected to by other technology providers, including emerging AI solutions, to help deliver more consistent, scalable advice outcomes.
“We built iff as a trusted advice engine grounded in how advice is delivered in practice and the real constraints firms face - operationally, regulatorily, and commercially. This partnership supports our ability to keep investing in the platform and shaping the future advice tech stack.” - Paul Campbell, Managing Director, OPEX Consulting Pty Ltd.
With almost two decades of experience working alongside advice businesses, OPEX brings deep operational and regulatory understanding of how advice is delivered in practice and the capacity constraints that continue to challenge the industry.
OPEX remains independently owned and founder-led, with its strategy and product direction driven by an advice-first approach.
Paul Campbell, Managing Director, OPEX Consulting Pty Ltd, said:
“Challenger’s backing validates the long-term need for advice technology that puts capacity back into the system - while we remain founder-led and independent, focused on supporting advisers and making quality advice faster, simpler and more affordable to deliver.”
The partnership will support continued investment in the platform and the broader product roadmap, including expansion across software, AI, and analytics capabilities, an ongoing focus on institutional-grade cybersecurity, and improved onboarding and change-management support for new clients.
Nick Hamilton, Chief Executive Officer, Challenger, said:
“Our partnership with OPEX marks another step forward for Challenger and supports our focus on developing Australia’s retirement income market at scale. Making retirement income solutions integrate seamlessly into the financial advice ecosystem is a critical step in achieving this.”
“We’re pleased to partner with OPEX and its iff advice platform to deliver retirement plans that are modelled with lifetime income. It will provide more support to financial advisers and their clients and ensure more Australians can retire with financial confidence.”
OPEX will share upcoming product enhancements and its AI strategy at its Roadmap Webinar on 4 March 2026, providing advisers with visibility into the future direction of the platform.
Roadmap webinar registration: https://us02web.zoom.us/webinar/register/WN_fwhAWfX-TCq_HozqlCmf0g#/registration
ENDS
About us:
About OPEX Consulting Pty Ltd
OPEX Consulting Pty Ltd is an Australian advice technology and consulting business supporting financial advice firms to improve operational efficiency, delivery consistency, and scalability. OPEX is independently owned and founder-led, with nearly two decades of experience working alongside advice businesses. OPEX developed the Informed Financial Future (iff) platform to help advisers generate comprehensive advice strategies faster and support scalable advice delivery.
About Challenger
Challenger Limited (Challenger) is an investment management firm focused on providing customers with financial security for a better retirement. Challenger operates a fiduciary Funds Management division and an APRA-regulated Life division. Challenger Life Company Limited (Challenger Life) is Australia's largest provider of annuities.
Contact details:
OPEX Consulting Pty Ltd
Name: Paul Campbell
Title: Managing Director
Phone: 1300 131 152
Email: paul@opexconsulting.com.au
Challenger Limited
Name: Felicity Goodwin
Title: Head of Public Affairs
Phone: +61 461 579 782
Email: fgoodwin@challenger.com.au