Putting you in control of living your Optimal Life
We work with you to build your financial plan, clearly defining what your future looks like and laying out clear and understandable steps for you to achieve. There is no one size fits all here.
We design your plan like a financial roadmap, tailored to your specific situation and what living your optimal life means to you. Like anything in life, having a clear plan increases the likelihood success and having a whole team working alongside you makes reaching your dreams one step closer.
The first step to living your optimal life is dreaming up exactly what that looks like to you. The team at Optalife help you identify your personal lifestyle goals and provide you with the tools and education to pursue your passions.
If you need a strong glass of wine, or a box of tissues before you look at your most recent bank statement, the Optalife Team is here to help. We can assist with creating a personalised and achievable budget and help you keep track throughout the year.
Borrowing can allow us to achieve our dreams sooner. However, it comes at a cost and paying off debt can sometimes be less of dream and more of something that keeps us up at night. The Optalife team can help you structure your debts efficiently and design a clear strategy to rid your debts forever.
Even though sometimes they draw on the walls and cost us an arm and a leg, our kids mean everything to us. Whether you are saving for their education or setting aside some money to give them a head start in life, the Team at Optalife can help you set up a long term, tax effective savings structure for them.
Remember all those job interviews where you tried to convince your future boss what an asset you are? That’s how the team at Optalife already sees you, no convincing needed. Just like any asset, we want to make sure that no matter what unexpected circumstances are thrown your way, you and your loved ones are protected.
If you’ve ever bought anything at full price for it to only been on sale next week, then you fully understand the pain of paying too much. That’s how angry we should all feel about paying more tax than we have to. Optalife’s Tax Planning strategies are based around capitalising on opportunities to reduce your tax and maximise your returns.
We don't often see superannuation as our money and only start to realise its value later in life, when a lot of the opportunity is gone. The Optalife team will help you take control of your super, educate you on ways to maximise it and guide you through the steps you need to take now to build future sources of income in retirement.
Just because your mother told you money can’t grow on trees, doesn’t mean that it can’t grow at all! Whether you’re an experienced investor with an existing portfolio or a beginner trying to gain exposure to the market, the Optalife team can do the heavy lifting by creating a tailor made investment strategy and provide you with ongoing management support.
If you’d like to be in the driver’s seat for your superannuation, then a Self-Managed Super Fund may be the right fit for you, and the Optalife Team is ready to be your pit crew! An SMSF can give you flexibility and control over your retirement savings and we are here to help guide you through the intricacies that can sometimes make a SMSF seem like too daunting an idea.
Gerald has helped me along each step of me purchasing my property from securing finance to finalization of the purchase. He has been in constant communication and was always ready to help or give explanations whenever I had concerns or uncertainties. Thanks for the amazing service Gerald!
Gerald has been nothing short of amazing to work with. He helped us buy our first home and provided so much education to me in a patient and easy to understand way. He always responded promptly and went above and beyond and out of his way for us many times. We can’t thank him enough and would highly recommend him.
Working with Sam and the Optalife team has been a dream! My financial journey has been carefully taken into consideration and crafted as to meet my future financial goals. I have felt like I was in good hands every step of the way. Sam is a fantastic guy and such a pleasure to work with. Highly recommend.
I can speak highly enough about Sam and the Team at Optalife. They provide incredibly strategic, thorough and tailored financial advice in a plain speak and timely manner. I currently in the early days of a safe and financially secure retirement - thanks in no small part to the advice and support from Optalife over the last 5 years.
An Exceptional, Thorough and Professional Service!I've been working with the Optalife team throughout my first home purchase and all associated financial requirements. Everything from initial contact with Optalife and corresponding dealings, through to home ownership has been nothing short of outstanding. The team's attentiveness to detail, professionalism and courteous manner made the entire financial aspect of home ownership a breeze, always ensuring that I was aware of the progress on applications. I won't be looking elsewhere for any of my future financial needs. Thanks Optalife and keep up the great service!
Highly recommend! They are fantastic financial advisors, patient in answering all our questions, transparent and they certainly went above and beyond our expectations in guiding us through our long and short term goals. It's been such a pleasure working with Sam, Gerald and Brittany for over a year. Very happy to have found Optalife.
My spouse and I began financial planning at the age of 26, and it’s been amazing for us working with a financial planner for wealth creation. Additionally, it allowed us to learn about wealth creation, instill discipline in our spending, and prepare our family for the future. Over the past decade, I have interacted with Samuel Wakefield, Director of Optalife Financial Services, initially through a previous organization and for the past six years through Optalife. Sam is an extremely competent financial advisor who prioritizes customer needs, provides clear explanations, and educates clients throughout the process. He is consistently available to address questions, and interactions leave a sense of confidence in the planning for our future. The team at Optalife, including Gerald Wong, who I have also worked with over the past six years, have been amazing and supportive throughout this journey. I have recommended Optalife to family and friends who have taken up their services and will continue to recommend them. Thank you Optalife team!
