Your ideal financial planner:
I started Optimal Wealth Solutions in 2014 to help people reach their financial goals and help them feel confident about their future. Before I founded the company, I held senior management positions with leading international banking institutions including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust.
While I found it satisfying advising other banks and multi-national corporations on their finance and structuring activities, I really wanted to have my own business. A business where I can help people one-on-one with life’s important financial decisions.
Not only have some companies and individuals cost people dearly, they’ve also caused people to distrust financial advice.
I know how important it is to trust people – after all, you’ve worked hard for your money and you want to know it’s safe.
For me, investing is not just work. It’s something I live and breathe.
I’ll help you create a bespoke financial plan that includes your long-term goals, your financial resources and those ever-changing life circumstances that happen to all of us.
So, whether that’s setting up your own Self-Managed Super Fund (SMSF) or finding the best superannuation funds that suit your goals, I’m here to help.
If you would like a confidential one-on-one with me please feel free to get in touch.
All the best.
M Comm (University of NSW) | Chartered Financial Planner (CFP®)
AFSL 232 706 ACL 232 706
(strategic asset allocation and goals-based investing)
(including borrowing for personal purposes)
(including regular portfolio reviews)