SERVICES
Private Wealth Management
Option Wealth brings private wealth management to all Australians, not just the traditionally wealthy. Tailored strategies are crafted by our expert team, aligning with your current situation and future goals.
Our Process
We provide a high end provision whereby our clients receive their own personal advisor to oversee, consolidate and grow all aspects of their finances.
By utilising all the experts on our team, we are able to tailor a strategic plan specifically based around your current situation and future goals.
Once a new plan is implemented, we strive to go one step further and continually monitor your progress, offering periodic reviews.
We measure our success by the achievements of YOUR goals; that’s what drives the recommendations we make, and the decisions we take.
Your path
Reduce debt
Minimise Tax
Build Wealth
Manage Risk
Your Legacy
1
Your Path
Identifying your path is our starting point, before we met, now and beyond your retirement.
2
Reduce Debt
Reducing Your Debt, the single biggest obstacle standing in the way of real financial security
3
Minimise Tax
Minimising Your Tax, so that you have more of your hard earned dollars building your future security
4
Build Wealth
Building Your Wealth, for some this is where the fun begins, for us this is just another step in the process
5
Manage Risk
Managing Your Risk, it is vital we analyse and protect your assets, ensuring your well laid out plans remain just that
6
Your Legacy
Creating Your Legacy, the final piece of the process, but no less important than each step before. Helping you lay the foundation for those you love most and want to aid with their journey in life.