Protect and Grow Your Asset Base

Attend our regular Future Wealth Management and Property Investment webinars

Secure Your Financial Future

Everyone needs to plan for a secure financial future. Our team is here to assist you to achieve financial freedom.

Become A Smarter Property Investor

How tax effective are your property investments? Are your investments designed to provide future wealth? How do you make your investments work for you?

 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

FREE RESOURCE

A Better Option: Wealth Management Advisory Guide

Enter your details below to access this free resource:
Wealth Management Advisory Download

This form collects your email address so that we can send the information you requested. We may also send you relevant property investing & taxation related emails & offers. We will never sell your information to any third party. You can unsubscribe at any time. View our full Privacy Policy.

Wealth Management Advisory

Our Partners

With a wide range of lenders and access to many competitive home loan deals, we’re able to provide you with the best solution.

Sign up and receive the latest Future Wealth Management News

Join our subscribers who receive our weekly newsletter, Future Wealth, with the latest updates on taxation, property investing and finance news

You have Successfully Subscribed!