Wealth Advisory

There is never a better time to start creating wealth than NOW.

You don’t need a large lump sum to be able to create wealth. Wealth creation is a process of combining your current resources with investment strategies that will provide sufficient capital to meet your immediate or future capital needs.

At Optima, we can assist you by introducing you to a professional financial advisor, who can map your wealth creation strategy.

Australian investment market place is one of the most complex and diverse markets in the world.

Optima Accountants - Wealth Advisory

The Optima team will assist you by providing input on tax effective structures and general tax planning. Your Optima financial adviser will be able to advise you on what type of asset classes and products may be suitable to your needs in the following areas:

  • Managed Funds
  • Self-Managed Funds
  • Gearing
  • Shares
  • Salary Sacrifice
  • Property
  • Fixed Interest
  • Tax Advantaged Investments

When you think about creating wealth you should ask the following questions.

  • What is my investment time frame?
  • What do I want to achieve?
  • How do I pay less tax?
  • Do I understand the risks?
  • What are my available resources?
  • Will I need access to my investments?
  • What return do I need to earn over the long term?
  • Where do I go from here?

We listen to your needs and explains the options available to you so that you can make an informed decision on what is going to best to protect you and your family. With so many products available and dozens of options within each investment class we are able to offer you professional advice and a full explanation on what protection is going to best to achieve your goals.

To discuss on wealth advisory solutions, feel free to contact us directly on
1300 81 81 18 or email admin@optimaaccountants.com.au


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.


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