At Optima Wealth we can help shape your financial future. We provide practical and prudent advice and services to grow and protect your wealth. But as a boutique independent financial advisory company, our best offering is time. We have lots of it for you.
We’re accessible when you need to talk. We’re thorough when it comes to research and details. And 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. Plus, you’re dealing directly with the owner and principal; both parties have a stake in the outcome. You can trust the advice we give is solid. No one can know the shape of things to come. But whatever ups and downs come along, we’ll always put you first.
As an independent advisor you can rely on the fact that Optima Wealth has your best interests at heart.
Whilst returns are important, in our experience, lasting wealth comes from looking at financial goals holistically. Through a combination of sound investing and straight up, honest advice on spending and saving, we believe almost any financial goal can be achieved.
We focus on the long game, building consultative relationships based on trust and working together with you to stay on track. Regular check-ins and reviews, and a flexible and agile approach to financial planning means we respond to life changes or market events quickly to make sure that you are still on track to meet your ambitions.