Option Wealth Solutions – Enhance Your Financial Future
We’re not your typical wealth management company – we’ll take you places you’ve never been before, inside and out, as we love transforming financial frogs into princes and princesses.
Based in Sydney, Option Wealth our team of financial planners, senior advisors and mortgage brokers have a combined experience totalling 150 years experience in wealth creation. We’ve dedicated our lives to helping individuals and families escape the treadmill of living life from pay cheque to pay cheque, allowing them to live their full potential.
When you work with Option Wealth you get much more than a Wealth Management Program, or Financial Planning. We have our own inhouse mortgage broking team as well as our own in-house legal team.
Our Service Model
We specialise in providing professional strategic advice to help you improve your current financial position and ultimately
achieve your long term lifestyle goals. Our financial advice philosophy is based on mutual understanding between our
clients and us. It is a service model based around you as an individual, and it is something precious few institutions can
deliver on.
We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define
your financial goals, and your vision of a secure financial future. And then, working side by side, we will develop a financial plan which will help you achieve your goals.
From Our Blog
EOFY: What should you claim on your Investment Property?
With the end of financial year (EOFY) right around the corner, now is the time to start making a...
FAQ: Is Option Tied to Any Financial Institutions?
There are hundreds of Financial Planning Firms that claim they’ve got “the best properties”, “the...
Property Market During The Pandemic
Turbulent times typically offer unique buying opportunities and the property market is reflecting...
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