08:30 – 17:00

Monday to Friday

Chifley Tower, Level 19

2 Chifley Square, Sydney

1300 878 898

Services

We offer you a range of Wealth Management services

Wealth Management is more than just investment advice; true wealth management should encompass all parts of a person’s financial life. At Option, our approach is that individuals should be entitled to receive the highest quality of service, regardless of their current financial status.

Wealth Management begins with taking control of your debt. Our primary goal is to turn bad debt into good debt… loans that work for you and help you achieve wealth accumulation through the strategies that best suit you.

Wealth Solutions - Our 5 Step Process

Our 5 step process is designed around you.
1. Personal Assessment | 2. Financial Consultation | 3. Target Investments
4.Decision and Action | 5. Mentoring

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Finance Guy

Financial Advisory

Sound financial advice is based on our understanding of where you are now, where you want to be in the future, and your capacity to make financial changes.
With advice tailored specifically to you, we help you clear the path to building a secure and comfortable future.

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Investment Management

The sheer range of investment choices makes it hard to know what to do. We consider your short and long term financial goals, and help you select the right investment opportunities for your personal needs.

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Self Managed Super Fund

Your superannuation is the key to a comfortable retirement. We develop clever strategies to boost your contributions, take advantage of tax concessions and manage your legal requirements.

Personal Budget

Personal Budget Advice

Are you getting those annoying phone calls regarding your outstanding debts? Are they just becoming too much for you to manage? Does it seem that you have nothing left each week? Our specialist team will relieve you of that burden, protect your interests and safeguard your financial security.

Real Estate

Property and Real Estate

Our qualified consultants will help you build a profitable investment property portfolio. Take advantage of tax benefits and build your capital without putting stress on your current income.

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Mortgages

At Option Mortgages our finance specialists manage your mortgage for you, finding the best and most competitive loan for your needs and will even help you apply for the loan. Build yourself a property portfolio and secure your future. Most importantly we challenge ourselves to show you how we can teach you the way to pay off your home loan in a fraction of the time.

Personal Budget

Property Management

Option Property is your all-round partner in investing and managing your properties in Queensland and New South Wales. Wether you are new property investing, or are looking for a change in management, our skilled property management team is here to help you.

From providing you with a no-obligation rental appraisal, through to advertising your property, finding tenants, and making sure you reach your investment goals – we are with you the whole way.

Legal Advice

Tailored Wealth

Tailored Wealth is something we should all be striving for but unfortunately, too many Australians don’t realise that it is possible to achieve. When you’re buried in debt, it’s difficult to imagine a life where you don’t have to worry about money any more. It’s time that changed.

Accounting & Taxation

Case Studies

Real stories and real results which our team members have produced for some very happy clients. We’ve changed their names to protect their privacy.
We can make this kind of difference for you, too.

Take Control of Your Future Right Now

Start building a secure future for yourself and your family right now. If you would like to learn more about any of these services, please contact Option Wealth Solutions on 1300 294 880

Option Wealth Solutions Pty Ltd is a Corporate Authorised representative of Bluewater Financial Advisors Pty Ltd AFSL No. 411846

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