Free Seminar
Has Covid-19 affected your
retirement plan or financial goals?
You are not alone…
Free Seminar
Do you dream of an early retirement,but stress over debt and a lack of savings? REGISTER NOW
“For a majority of Australians, in their 40s to 60s, achieving financial independence, retiring happy or even being debt free seems like an unattainable goal.
During the events hosted by the Option Wealth team, we teach everyday Australians how to make their money work for them, creating a financial foundation for their future. We’ve been doing this for 20 years, don’t be left out.”
Our Approach
Upcoming Events
Castle Hill
2nd February 2021
Castle Hill
The Hills Lodge
MORE INFO
Venue: The Hills Lodge
Address: 1 Salisbury Rd, Castle Hill NSW 2154
Date: Tuesday 2nd February 2021
Time: 6:30 PM Registration
Liverpool
10th February 2021
Liverpool
Liverpool Catholic Club
MORE INFO
Venue: Liverpool Catholic Club
Address: 424/458 Hoxton Park Rd, Prestons NSW 2170
Date: Wednesday 10th February 2021
Time: 6:30 PM Registration
Do you dream of an early retirement but stress about debt and a lack of superannuation savings?
Sadly, many Australians work their whole lives only to find they do not have enough to survive on come retirement.
The reason? A lack of financial planning and education during their working years.
Yet those who plan their finances wisely are able to accumulate wealth and live financially free, even on modest incomes.
So how healthy are your finances?
Take this quick financial health check to find out.
“Can a man stand in a bucket and lift himself up by the handle?”

A company structure is taxed at a flat rate of 30% and can be used to trap losses against future earnings. Trusts can also slash your tax by distributing income to different family members. The good news is it really is possible to legally minimize, even eliminate your tax obligations with the right tax structure and professional advice.

One of the secrets of the wealthy is to protect your assets through trusts and company structures so your wealth is untouchable. Thankfully it’s possible to shield your wealth from lawsuits and creditors with the right structure and professional assistance.

Emotional investing tends to magnify volatility and your investments suffer as a result.
If you’ve ever bought or sold an investment because of a media report or so-called insider tip, you could be an emotional investor. The good news is you can conquer emotional investing with consistent savings, detailed analysis and financial education.

Yet a Mortgage Choice’s 2014 Money Survey found 9 out of 10 of Australians (89.4%) do not have a financial plan created by a financial planner.
Another study by the Financial Planning Standards Board (FPSB) and Financial Planning Association of Australia (FPA) found twice as many Australians (41%) turn to friends and family for financial advice compared to a financial planner (just 23%). Yet those who work with a financial planner generally feel better prepared to achieve their financial goals. The good news is you can attend one of our free financial education seminars and hear expert advice on how to make your money work harder for you.

However, these figures
may be misleading for four reasons.
For instance, a 5-year term deposit paid 7.25 per cent in August 2010 yet offers just to 3.2 per cent today. Lower returns mean you need more capital.


Yet in 1956 the average lifespan was just 67. The longer you live, the more money you need to sustain your lifestyle.
Inflation has averaged roughly 5% a year. This means the amount you need to live on comfortably in retirement will double every 14.4 years (72/5 = 14.4) and double roughly one and a half times during your retirement.

Thankfully there are many tools and strategies at your disposal able to create the wealth you need and it’s never too late to start.
Introducing the ‘Post Covid: How to Thrive Financially’ Seminars.
Learn Strategies to HelpRebound from the Pandemic
& Protect Your Wealth
Benjamin Franklin once said an investment in knowledge always pays the best interest. When you are financially educated, you feel empowered. Decisions aren’t made for you, but rather with you. Your path becomes clearer. You can spot the pitfalls and sharks. You become excited by your finances, not stressed by it.
On the flip side the cost of financial education – that is being bad with money – are equally apparent. Those with minimal or even non-existent financial educations borrow more, do not invest, have trouble with debt and inevitably end up with a far lower standard of living than was otherwise achievable. If you are uncertain about your financial future and would like to learn how to pay off your debt and create financial freedom for you and your loved ones, you are invited to attend Option Wealth’s financial education seminar.
This Popular Educational
Seminar Is For You If…
- You are an individual or couple
- You have been affected financially by Covid-19
- You are still working and uncertain about your finances
- You want to pay off debt and achieve financial independence wisely
- You want to legally minimize your tax and protect your assets
- You want a financial foundation to comfortably retire on
- You want to leave some sort of wealth behind for loved ones

Passionately Objective and Results Focused
— Your Interests Always Come First At Option Wealth.
and so many hidden vested interests, it’s hard to know who to trust.

Fiercely Independent
Unlike many financial advisory services, we are not product driven. We have no associations with property developers or fund managers. We are strategy focused based on your individual risk profile and investment objectives.

Personalized Solutions
We help you build and accelerate your wealth with a comprehensive range of tailored solutions and strategic options including wealth accumulation, retirement and asset protection strategies.

Education Focused
We focus on lifting your financial education as part of our service so you can arrive at each decision more empowered, more involved and more informed.

Licensed Financial Advisors
We are federally licensed to provide financial services by the Australian Securities and Investment Commission (ASIC) and therefore bound by strict financial regulation relating to fairness and accountability.

20 Years Cumulative Track Record
We have been helping everyday people improve their wealth and lifestyle for over 20 years. Our clients range from ordinary mums and dads to celebrities and high net worth investors.
More Client Success Stories
Discover Our Proven 6 Step
Plan To Financial Independence

Identifying Your Path
- Get a clear understanding of where you stand and what you want to achieve.
- See if your super is on target and if you should increase contributions, pay down debt or invest separately.
- Recognize which path offers you the best returns based on your personal circumstances.

Reducing Your Debt
- Discover how to reduce your debt faster without altering your lifestyle.
- Learn the smartest way to pay off your mortgage.
- Learn how to add leverage to your debt.

Minimizing Your Tax
- Learn about different tax structures including the advantages and disadvantages of each.
- Understand different ways to legally minimize, even eliminate taxes on your investments.
- See if a self-managed or managed structure is right for you.

Creating Your Wealth
- Understand the mechanics of tax effective, leveraged investing and how it can speed up your financial goals.
- Learn the most effective approach for investing in shares, even if you are a share market dummy.
- Understand how to structure your property investments with help from the ATO.

Managing Your Risk
- Discover how to reduce your debt faster without altering your lifestyle.
- Learn the smartest way to pay off your mortgage.
- Learn how to add leverage to your debt.

Leaving Your Legacy
- Learn about different tax structures including the advantages and disadvantages of each.
- Understand different ways to legally minimize, even eliminate taxes on your investments.
- See if a self-managed or managed structure is right for you.

You Can Sit On Your Hands And Hope For The Best,
Or Take A Positive Step And Make it Happen.
Join us at this financial education seminar and see where your finances really stand. You will also learn strategies of the wealthy to creating passive income and building more wealth wisely. Seats are complimentary — can’t imagine this would be a waste, can you?
Frequently Asked Questions
- Why is this seminar free?
- This seminar is free to help increase your financial education and introduce you to potential strategies on how to pay off debt, minimize your taxes and accumulate wealth wisely.
- Will this event be a big sales pitch?
- This 60-minute seminar is filled with real content and has proven popular amongst individuals and couples concerned about their finances. At the end there will be an opportunity to talk with us further. Most people spend more time planning a holiday than their finances. Can’t imagine this would be a waste, can you?