About Us: Optimal Wealth Solutions
A good financial planner helps you enjoy life more and worry less.
Having the right financial planner can take the headache out of planning for the future and fulfilling your dreams of a good life.
Your ideal financial planner:
- has the knowledge of the best funds to create wealth and the right insurance plans that give you what you,
- is fully licensed to provide financial planning advice,
- has the experience and qualifications that makes them someone you can trust with your finances and to give you the best advice,
- takes the time to understand your needs,
- is easy to contact when you have questions or you need to check on how you’re tracking.
Feel more confident about your financial situation
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.
A tailored financial plan from someone you can trust
The truth is, the financial advice industry has not always done the right thing.
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.
Let’s work together on a financial plan that fits your life goals
Together, we’ll craft a financial plan that gives you confidence and sets you up for a happier, more secure future.
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.
John Walker
M Comm (University of NSW) | Chartered Financial Planner (CFP®)
AFSL 232 706 ACL 232 706
Our financial planning and investment services include:
Investment strategies
(strategic asset allocation and goals-based investing)
Budget & Cash Flow Management
Debt Management
(including borrowing for personal purposes)
Salary Packaging
Superannuation strategies and retirement planning
Self-Managed Superannuation Fund (SMSF) advice
Personal Insurance
Centrelink and other government benefits
Ongoing financial advice and services
(including regular portfolio reviews)