Shape your financial future

When it comes to investment, our philosophy is to minimise costs and focus only on high quality sources of good returns supported by reputable, independent research. Talk to us for practical and prudent advice and services to help grow and protect your wealth.

Well-rounded service

We take a true partnership approach, really getting to know you and your financial situation so we can tailor a solution that confronts any challenges and ultimately realises your financial ambitions.

Insights

Apr 17

Autumn 2025 Market Update

In contrast to much of the prior year, the first quarter of the year delivered an environment that was challenging for many international share markets. A significant contributor to this was widespread uncertainty surrounding the forward policy path of the new Trump administration.


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Apr 07

Trump Tariffs, Market reaction - what is Optima Wealth doing about it?

Market seems to be in a free fall, and it is tempting to react to the noise. It is at times like this we have to be more disciplined and remain calm.

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Free consultation

Realising your financial ambitions starts with a casual conversation where and when it suits you.

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Free consultation

Realising your financial ambitions starts with a casual conversation where and when it suits you.

Get in touch