Solutions that support you.

No Advice Warning / General Advice

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Optimal Wealth Solutions strongly recommends that investors consult us or any other financial advisor prior to making any investment decision.

The contents of the Optimal Wealth Solutions website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.

The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.


No Advice Disclaimer

Neither Optimal Wealth Solutions nor its directors, employees or authorised representatives make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information. To the extent permissible by law, Optimal Wealth Solutions and its directors, employees and authorised representatives disclaim all liability (whether arising in contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise).

Any performance figures quoted in the website are past performance. Past performance is not an indicator of future performance. Neither Optimal Wealth Solutions Pty Ltd nor its directors, employees or authorised representatives guarantee or make any representation as to the performance of the financial products, the maintenance or repayment of capital, the price at which financial products may trade or any particular rate of return.

Some information for the graphs, charts and illustrations contained in these web pages has been sourced from third parties and Lifespan does not make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information. The information in these web pages is only intended for Australian residents.


ASIC’s MoneySmart Calculators

ASIC’s MoneySmart initiative is a great resource to assist people to expand their knowledge around basic financial concepts. The calculators provide excellent financial literacy resources allowing people at all stages of life to make informed decisions about the state of their finances.

These tools are not intended to replace sound professional financial advice however they can be used to help better understand the challenges that may lie ahead when attempting to secure your family’s financial future.

Please note that these calculators are:

  • A model not a prediction. Results are only estimates, the actual amounts may be higher or lower. We cannot predict things that will affect your decision such as movements in investment markets.
  • Not intended to be your sole source of information when considering making financial decisions. You should consider whether you should get advice from a licensed financial adviser.