WEALTH ADVISORY
We support and optimise your wealth through unique strategic financial planning, Self Managed Superannuation Funds, and accounting with an overarching approach that encompasses property and people.
Strategic, diversified advice: Financial Planning + Tax Accounting + Property
We understand the importance of building a comprehensive strategy around your financial future and Self Managed Superannuation Funds (SMSF) are a crucial component of this strategy, shaping what your retirement looks like and how you contribute to your superannuation.
For years, the challenge has been finding the right combination of an accountant and financial planner who both understand SMSFs and property investment. Almost impossible —until now.
Optiwise Wealth Advisory is a joint venture that unites brilliant tax accountants, SMSF specialists, and exceptional financial planners.
Meet the team
Our joint venture combines a brilliant tax accountant and SMSF specialist with an exceptional financial planner who both believe in property as part of a diversified portfolio and complement our Investor Property arm. Together we can help build your wealth in every aspect through a comprehensive, lifelong strategy.
Our Unique Approach
From Self Managed Superannuation Funds to property taxation, diversified investment portfolios to stockbroking, financial planning and business accounting, our growing team brings a wealth of knowledge and experience to the table.
Our experts share a deep belief in property as a vital asset class and seamlessly complement the services of our Investor Property division. With us, you can confidently ask your questions and receive informed, strategic answers.
What sets our team apart is not only their individual expertise but also their collective synergy.
Drawing upon the insights and experience of various advisory teams, and Investor Property coaches, our experts collaborate seamlessly to provide holistic and personalised financial solutions tailored to your unique goals and circumstances, providing resources and tools we're constantly developing to support your wealth journey further.
Join us at Optiwise Wealth Advisory and experience the confidence of having a trusted partner in every aspect of your financial journey. Together, we’ll create a secure and prosperous future for today, tomorrow and all the days we partner with you on this journey.
Comprehensive financial solutions.
We recognise that many have been frustrated by financial planning and accounting services that lack integration and foresight.
At Optiwise Wealth Advisory, we believe in a holistic, life-long approach to financial planning.
It's not just about one property or one fund—it's about an overarching strategy that brings all the pieces together.
Our goal is to help you build your wealth and secure your future by:
Providing expert advice on SMSF establishment and management
Offering comprehensive tax accounting services
Developing tailored financial plans that include property investment
Ensuring seamless integration with our Investor Property services
Download the free SMSF guide.
Start with understanding and take control of your financial future by downloading our free SMSF guide. This comprehensive resource will help you grasp the essentials of Self Managed Superannuation Funds, including how to set one up and invest in property within an SMSF. Our expert team is here to support you every step of the way, making the process simpler and more accessible. Get your guide today and begin your journey towards wise investing.