Welcome to Option
Let's Create a Plan and Invest in Your Future

Based in Sydney, Option Wealth comprises expert financial planners, senior advisors, and mortgage brokers, with over 30+ years of experience in Finance and Property. Our focus is on assisting individuals and families to move beyond the cycle of living pay cheque to pay cheque, guiding them towards realising their financial aspirations.

Based in Sydney, Option Wealth comprises expert financial planners, senior advisors, and mortgage brokers, with over 30+ years of experience in Finance and Property. Our focus is on assisting individuals and families to move beyond the cycle of living pay cheque to pay cheque, guiding them towards realising their financial aspirations.

Based in Sydney & Gold Coast - Option Wealth comprises expert financial planners, senior advisors, and mortgage brokers, with over 30+ years of experience in Finance and Property. Our focus is on assisting individuals and families guiding them towards financial security.

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Not an existing Option Client?

Not to worry – we won’t leave you in the dust. You can browse our site, sign up for a consult and see what Option can offer you.

Not to worry – we won’t leave you in the dust. You can browse our site, sign up for a consult and see what Option can offer you.

No worries – we've got you covered. Browse our site, sign up for a consult, and discover what Option Wealth can do for you.

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Thinking of investing, but not sure how?

Moving fast, our investment team is on hand now to take you through current opportunities.

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Join Thousands of Successful Individuals and Families!

Visit our Sydney office on Castlereagh Street for a free consultation. Discuss your financial goals and explore how we can help you achieve them. Our expert consultants are ready to assist you.
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Hi, I'm Raphael, welcome to Option. Your Wealth Journey starts here.
https://www.youtube.com/watch?v=hM4z6I6qeIg

Looking to buy or refinance?

Our team of leading financial strategists has years of experience and is dedicated to helping you achieve financial freedom. Book a session with one of our strategists and get tailored advice.
I want to learn moreI want to refinance

Did you know we can help you secure finance? We work with over 50+ lenders!

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Transform Your Financial FutureMessage from CEOPaul Hanna

It’s a sad fact that many don’t achieve their financial dreams, despite all the resources out there. At Option, we love proving to people that they can manage their wealth, even if they never thought it possible. A good coach can truly change your financial future.

Our mission is simple: to educate and empower you to take control of your finances. When you understand how to create and manage wealth, you’ll feel confident about your future, rather than leaving it to chance.

Hearing how we’ve made a real difference in our clients’ lives is incredibly rewarding.

Our Team

Our biggest strength is our team’s knowledge, professionalism, and commitment. From our friendly receptionist to our experienced senior managers, everyone at Option is dedicated to providing exceptional service.

We invite you to work with us. Every day is a chance to build trust and offer solutions that fit your lifestyle perfectly. We stay flexible to meet our clients’ needs and deliver the value they deserve.

To our clients, thank you. If you’re not a client yet, we’re ready and excited to help you.

 

5 STAR REVIEWS FROM OUR CLIENTS

  • Very professional company. They really looked after me.

    Brie Stevens Avatar Brie Stevens
    08/04/2024

    I would highly recommend the team at Option Wealth to anyone wanting great property.

    A Stevens Avatar A Stevens
    08/04/2024

    I recently had the pleasure of working with Option Wealth and I would like to praise them for their exceptional service. Each question I had was answered thoroughly. I felt genuinely cared for throughout the entire process. They took the time to understand my unique situation. Their dedication in making my experience so positive and rewarding, is a credit to Option Wealth!

    Wendy schober Avatar Wendy schober
    08/04/2024

    Working with Paul and Cass has been the absolute best decision I’ve ever made. I never would’ve found such a brilliant investment property without Paul. It has nearly doubled in value in 3 years! I have since returned for super, refinance and financial planning advice. Paul is always honest and direct with his advice. I could not be happier or recommend them more.

    Julie Ott Avatar Julie Ott
    08/04/2024
  • Absolutely amazing service and very thorough information, my whole experience was easy and very pleasant

    Kellie Lyons Avatar Kellie Lyons
    08/03/2024

    We appreciate the friendly welcome every time we are in contact with anyone from Option Wealth. All finacial conversations have been professional and easy to understand from start to finish. Thank you to Raph, Simon and the rest of the team. We can't wait to see what the future may hold.

    Darren Orazi Avatar Darren Orazi
    08/03/2024

    Option have great for myself and my family Raphael have support us for the last 5 years. We have just bought our third house in 5 years Michael has been great getting us cash back for our loans Option realty have always had house tenants from day one Finding good tenants at a good rent I would highly recommend the team At option Gavin

    Gavin Jensen Avatar Gavin Jensen
    08/03/2024

    Raphael has been taking care of us for 10 years now. He is professional, honest and really takes time to get to know his clients and their needs. We now have 3 investment properties which generate great rental income and have seen outstanding capital growth. He, and his team, help every step of the way with great knowledge of areas to invest and managing the investment process right through to property management of the investment. A special mention to Michael from the financial team and Cassandra Stephanie from the property management team. I feel comfortable to recommend Option to any investor.

    John Good Avatar John Good
    08/03/2024
  • Option Wealth are a fantastic company, they treat you with care & respect. Definately will have a big impact in your life. 5/5

    Chris Lancuba Avatar Chris Lancuba
    08/02/2024

    Very professional and helpful. Would recommend this company.

    Bernie Jarvis Avatar Bernie Jarvis
    08/02/2024

    Excellent outcome for my new investments through Option Wealth, thank you for helping to set me up and make the process so easy. Thanks to Raphael and the team.

    Vika Louise Avatar Vika Louise
    07/02/2024

    Options Wealth Solutions are an absolutely amazing company. They have helped my family and me make the right decisions for investing our money, providing us with the best options to maximise our investments. I invested with Options Wealth Solutions two years ago, and I'm thrilled to say that I have almost doubled my portfolio since then. The team is highly professional and always available to assist with any questions or concerns. I couldn't be happier with their service and results. Highly recommended!

    Kate Muston Avatar Kate Muston
    05/19/2024
  • I was thinking I couldn’t manage my current mortgage and other expenses. I am in my early 40s and was freaking out about not having enough super or savings. Turns out I had enough equity in our place and could actually afford an investment property. This means I’m going to be able to use investment returns as a way of setting up for years to come. I’m sleeping easier at night. Thanks guys, particularly Raphael and Sam who helped myself and Joe. 👏🏻

    Bridgette McMaugh Avatar Bridgette McMaugh
    05/16/2024

    I just settled! Thanks, Raphael and Michael from Option. I signed my first contract back in December on an investment property near the Gold Coast. I can't wait to follow the progress of my investment; the value has already gone up! I'm so glad I found your team and started this journey. Xavier. PS. Thanks for the amazing gift basket and bottle of red wine. I'll be celebrating this weekend

    Xavier HB Rigotti Avatar Xavier HB
    05/08/2024

    Paul, Cass and Arzu are brilliant. They helped me in securing our property. They were always working for our best interest. We had our thoughest trial when we were almost at the end and thats were the true grits of this company came out. Arzu put on her big girl pants and took over to drive us to the end. This company is highly recommended. Thank you guys. Until next time.

    rex woo Avatar rex woo
    01/18/2022

    Option Wealth is an exceptional business , filled with support , goal creation and great knowledgeable people making dreams come true. I was so happy to invest with them. Call centre is filled with the most diverse and fantastic people all with lots to offer from all different walks of life.

    Robbie Merritt Avatar Robbie Merritt
    01/18/2022

A Better Team, Driving Better Results for You

We’ve assembled a team of  experts to help you build your wealth. Their only job is to help you build the foundation of a successful residential property portfolio. You can rely on:

 

  • Your Option Financial Consultant: With specialist investment training to make complex topics easy to understand.
  • Your Independent Mortgage Broker: To help you determine a realistic investment level.
  • A Property Manager: To manage the leasing and ongoing servicing of your property.
  • Highly Skilled Manager and Internal Team: To build your investment home.

Invest for Now, Not Just Future You

While investment strategies are designed to set you up for financial freedom in the future, did you know you can access incentives and initiatives that benefit you now? From tax incentives to paying down your mortgage sooner, it’s never too early or too late to start building your investment portfolio.

Our dedicated team are experts in their field, so you don’t have to be. They’re ready to help you understand your potential and guide you every step of the way to building a more secure financial future.

 

Request a free chat with our consultant

Get in touch for a FREE Investment Session and discover just how we can get you on the path to financial freedom.

Privacy Notice

Information you provide will be used for the purpose of assisting you with your enquiry & to subscribe you to our direct marketing updates. If you don’t wish to be on our marketing list, please use the unsubscribe facility in our emails or call us on 1300 878 898. Your information is collected by Option Wealth Pty Ltd (Option Finance) and is collected and held in accordance with our Privacy Policy. To access or change your information, please contact us using the details set out in our Privacy Policy

Our Client Feedback

Testimonials

Read our reviews to see why clients choose us for generations, not just once. Join our community of satisfied clients and let us be a part of your journey, every step of the way. Most of our clients are referrals, if you have referred someone, we will give you $1000 cash-back to say thank you! 

Option looked after us and were very big on research and didn’t leave anything to chance.

The entire team certainly know what they are talking about, and we feel very comfortable with them looking after us from here on in. I was extremely impressed with the research that went into making sure that our plan forward, met all of our requirements.

★★★★★

S & P Calasias

Bankstown – South-Western Sydney

We were 100% satisfied with Option. We would be the first to admit that sometimes we don’t understand things straight away. Option took the time to explain things as many times as we need until it sunk in. The team of planners and finance.

★★★★★

John Hunt 

Albury – Murray Region

Honesty and integrity and the way that everything was clearly explained changed our view quickly. After spending a lot of time asking us what we wanted, Option then did some quite extensive research and came back to us with a plan, that they knew would be good for our personal situation.

“One stop”… is how we would sum it up – everything we need to progress our financial future is there at Option.

★★★★★

Kirsten Mahoney

Hornsby – Upper North Shore

Finding the right home loan can be quite the process. I am very thankful for the job the Option team did for me and I feel much more settled now than I was before. To anyone thinking about re-financing their current home, take it from me, it is a seamless process with this team and well worth it in the long run! Thanks, Option!

★★★★★

Greg and Sharon

Castle Hill – Hills District

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Your experience with Option Financial means the world to us. We strive to offer top-notch service, and your insights are key to our continuous improvement. If Raphael, Michael, or anyone else on our team has made a positive impact on your journey, we’d love to hear about it.

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