Welcome to Option
Here for Aussies, with Smart Strategies and Trusted Advice.

Based in Sydney, Option Financial comprises expert financial planners, senior advisors, and mortgage brokers, with over 30+ years of experience in Finance and Property. Our focus is on assisting individuals and families to move beyond the cycle of living pay cheque to pay cheque, guiding them towards realising their financial aspirations.

Based in Sydney, Option Financial comprises expert financial planners, senior advisors, and mortgage brokers, with over 30+ years of experience in Finance and Property. Our focus is on assisting individuals and families to move beyond the cycle of living pay cheque to pay cheque, guiding them towards realising their financial aspirations.

Based in Sydney and the Gold Coast, Option Financial offers over 30 years of experience in guiding Australians toward financial security. Our team of expert planners and mortgage brokers delivers tailored advice and proven strategies.

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Not an existing Option Client?

Not to worry – we won’t leave you in the dust. You can browse our site, sign up for a consult and see what Option can offer you.

Not to worry – we won’t leave you in the dust. You can browse our site, sign up for a consult and see what Option can offer you.

No worries – we've got you covered. Browse our site, sign up for a consult, and discover what Option can do for you and your family. Lets chat.

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ABOUT US

More Than 1,800 Clients Served—And Counting.

At Option Financial, we deliver smart, strategic financial solutions backed by over 25 years of experience. Our team specialises in wealth management, lending, property investment, and financial planning, providing tailored strategies that empower our clients to achieve their financial goals.

We make the complex simple—cutting through the noise to offer clarity, confidence, and results. Whether it’s securing the right loan, building wealth, or planning for the future, we’re here to guide you every step of the way.

Your financial success is our priority. 

I am thrilled to share my experience with Option Wealth. Raf and his team have been instrumental in the remarkable growth of our SMSF over the past four years. Their expertise and dedication have not only met but exceeded our expectations, enabling us to achieve significant investment milestones. We’re now excited to be purchasing our second property with Option Wealth, a testament to the successful strategies and support we’ve received. If you’re looking to enhance your investment portfolio, I highly recommend reaching out to Raf and his team. Their guidance has truly made a difference for us, and I’m confident they can do the same for others. 

Steve & Danni

Raphael has been taking care of us for 10 years now. He is professional, honest and really takes time to get to know his clients and their needs. We now have 3 investment properties which generate great rental income and have seen outstanding capital growth. He, and his team, help every step of the way with great knowledge of areas to invest and managing the investment process right through to property management of the investment. A special mention to Michael from the financial team and Cassandra Stephanie from the property management team. I feel comfortable to recommend Option to any investor.

John Good

I can not speak highly enough of Option Wealth. I was a bit on the half glass empty side of things but my dealings with Raphael and the team put those fears to bed. It can be a big step but the professionalism and industry knowledge i found to be on point and Raphael has on open door policy which is extremely comforting. Many thanks to Raphael and the team.

David Roch

Raphael and the extended Option team have been great (and very patient!) with us. There down to earth and honest approach made the whole process easy to understand, which as first time investors was fantastic! Our interactions with the financial and property management teams has been nothing short of seamless with help every step of the way. I would gladly recommend Option to any investor.

Tara Stewart

We simplify complex issues with proven solutions.

With over 25 years experience our team of independent experts provide mortgage broking, property investment, asset management, financial advice, property conveyancing, legal services and tax accounting.

We save you time with seamless processes and practical financial help.

Book an obligation free appointment or call to find out more about how we can help you.

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