Your Team

As a single parent juggling a home loan and credit card debts, Gerald and Sam were absolute lifesavers. Gerald's help with securing the best home loan and helping with the debt consolidation took a huge weight off my mind, and helped to give me some calm and clarity on how to tackle the mounting debts. No question was too silly and he was always prompt and very professional in all our interactions.

Sam stepped in afterwards to help me map out my financial goals for the next year, five years and ten years. I found both of them a fantastic dynamic duo, very approachable and my go to team now for any financial tune ups.

We have loved working with Gerald and Sam over the last few years.  They have always gone above and beyond, a reassuring professional presence for us through structuring our finances to buy our home, and sorting out our insurances in changing circumstances.  They have been generous with their wisdom, strategic in their approach, and gave us great confidence about the way forward.  We are so thankful to have them on our team.

After spending some time with another financial adviser, we realised that we hadn't really seen any growth, change or clear goals in place for our future.  After meeting with Sam, he made us feel comfortable in talking to him about our financial circumstances and goals.  Sam didn't want to recreate the wheel; instead he listened to our needs and wants and then helped us define the changes we could make in order to achieve our set goals. Sam went through different scenarios in layman's terms and with great visual pictures so we were able to clearly understand our future plans. In just under 12 months, we had a clear vision of what we wanted to achieve in the short and long term. Gerald, as a mortgage broker, has assisted us with detailed financial support and research to navigate our way to start achieving these goals. Optalife has given us the confidence and data to support our financial goals and maintain the lifestyle we want to live and we couldn't be more grateful for their guidance and honesty.

We are grateful and lucky enough to have Sam as our financial advisor. He has provided us the most genuine, knowledgeable and objective advice with all aspects and scenarios. Since 2013, Sam has been our support and that is still going.

My wife and I have been with Sam Wakefield for a number of years now. We cannot commend highly enough of the financial advice he has provided for us, especially since my retirement in 2016. The superannuation and retirement planning he has mapped out for us have been invaluable. He is a total expert in his field. Very easy to understand his presentations and he always returns our calls and addresses our queries promptly. 

I have no hesitation recommending Sam Wakefield to my two sons (or anybody else), both of whom has engaged him and has also been very happy with his advice and services. 

Sam and Gerald have been an absolute pleasure to deal with. My wife and I couldn't be happier in the way they both guided us in the right financial direction for our future. Their knowledge, passion and commitment to their line of work is a testament to both of them.