Investment Solutions

Taking the premise that your success is our passion we have carefully chosen to be affiliated with professional services that are with us on our mission to help you reach your true potential.

Financial Services

GPS Wealth

GPS Wealth is a specialist financial services dealer group offices based in Sydney and Queensland (AFSL 254 544 Australian Credit Licence 254 544). GPS provides best practice tools and resources to accountants, referral partners, financial advisers (risk, lending and planning) and credit representatives to enable profitable and successful business partnerships to develop.

Optima Accountants - Investment Solutions

Purpose GPS Wealth is to adhere to the highest business ethics and place our clients' needs as our most important priority by delivering the highest possible quality risk, financial advice and credit assistance to people throughout Australia.
Their aim is to support, and enable, us financial advisers in providing advice and products that are in the best interests of every client and their individual circumstances. These are some of the key investment products GPS can help you with.

Asset classes:

  • Shares/Equities – A share represents ownership in a company. Public companies trade through a central exchange. Examples include the Australian Securities Exchange (ASX) Property – Real estate that can be either residential or commercial
  • Bonds/Fixed Interest – A contractual agreement to lend money to a government or company in return for interest and the return of the amount lent (principle) at maturity
  • Cash – Funds available at call that usually earns interest
  • Options – A type of derivative that were initially designed to provide a hedge against downside risk of shares
  • Futures– A type of derivative providing exposure to many markets (e.g. commodities, shares, FOREX, livestock) worldwide

Optima Financial Wealth Services Pty Ltd is an Authorized Representative of GPS Wealth (AFSL 254 544)

If you would like to discuss or find out how Optima can develop a strategic plan for you feel free to contact us directly on 1300 81 81 18 or email admin@optimaaccountants.com.au

Real Estate Investments

Benefit from over 160 years’ real estate experience with in the R&W Network and discover how our preferred property partner can help with all of your residential, commercial and retail property needs.

Even though investing in Australian real estate is has traditionally been considered a safe and proven form of creating wealth, the landscape has changed over recent times. Like any investment, property investment should be based on analytical research. There is no shortage of information available about what investors should do in order to ensure success but get you out of this maze and give you clear direction R&W is well equipped with its tools and resources.

Australian Tax System is Favorable to Real Estate Investors:

Negative gearing is a form of financial leverage whereby an investor borrows money to acquire an income-producing investment and the gross income generated by the investment (at least in the short term) is less than the cost of owning and managing the investment, including depreciation and interest charged on the loan. This helps you reduce your annual tax liability.

Our association with R&W can provide all the help required in choosing the investment property that suits your needs.

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General Advice Warning:

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer:

Whilst Optima Financial Wealth Services Pty Ltd  is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Optima Financial Wealth Services Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Optima Financial Wealth Services Pty Ltd or GPS Wealth Ltd.

Optima Financial Wealth Services Pty Ltd (ASIC No 1248219) ABN 94 614 326 420 is a Corporate Authorised Representative of GPS Wealth Ltd ABN 17 005 482 726, Australian Financial Services Licence Number 254544, Australian Credit Licence 254 254. Purvish Panchal is a Sub-Authorised Representative (ASIC No. 1248375) ABN 34 749 725 961