Investing for Success

Your Option For A Better Future

Based in Sydney, Option Wealth comprises expert financial planners, senior advisors, and mortgage brokers, with over 30+ years of 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.

Hi, i'm Jacqui, welcome to Option. Your trust in our services means the world to us. We're committed to helping you find practical solutions for reducing your mortgage, saving on tax, and tackling those retirement concerns head-on, with straightforward, practical advice..

Message from the CEO

Welcome to Option from paul hanna

It is a sad truth that despite all the resources and professionals available, only a small percentage of people will actually achieve their financial goals and dreams.

Changing lives.

At Option, it gives me great pleasure to work with people who never thought they’d earn enough money to even consider wealth management, and help them discover the difference a great coach can make to their financial destiny.

We believe that our job is to serve you, the client, by educating and empowering you to take charge of your financial future. By making sure you understand the process of wealth creation, management, and its preservation, you will feel more certain about where you are heading, and not leave things to chance.

It gives me great satisfaction when I meet a client and they tell me how much difference we have made in their lives.

About our team

Our most important asset is the extensive knowledge base, deep-rooted professionalism, and unwavering commitment of our staff. The Option Wealth team is at the core of who we are and what we do. From our receptionist to our most senior managers, the Option Team delivers unparalleled service to our customers.

I invite you to work with us.

Each new day offers a chance for us to work together and build a solid relationship of trust. We invest time in learning about your challenges and goals so we can offer tangible solutions that fit comfortably with your lifestyle.

We manage our business around the evolving needs of our clients, so that we can be at the forefront of change and deliver value… because value is what our clients demand.

And it’s because of this that we continue to serve as many Australians as possible. So, if you are a client… thank you. If not… we are ready to serve you.

Paul Hanna.

 

Testimonials

Our Client Feedback

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.

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

  • Thank you Raphael and Michael G from Option, your team was so helpful. My partner and I now have a nest egg for retirement all set up with renters. I didn’t think this was possible for me, but it’s happened!!

    Zoé O Avatar Zoé O
    01/18/2024

    Exceptional service and an awesome team behind Option Wealth!

    Jason Almine Avatar Jason Almine
    06/18/2023

    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 BIG thank you to the wonderful team at Option Wealth Solutions especially to Raphael, Rebecca and Arzu who are all wonderful professionals and have helped us from start to finish. Raphael has been helpful in giving us the information we needed in making the right decision to choose the property and has always been very friendly and easy to deal with. Rebecca has always been great in everything and is always ready to answer any questions and journey with us through the whole process. We really felt that she has always worked on what is best for us, even going above and beyond. Arzu has been great in keeping us updated with the progress of the construction. 2 weeks before the final handover, Arzu referred us to a local real estate agent who was able to immediately find us tenants. Our tenants were able to move in straight away without any issues. This is our 3rd investment property in a span of 4 years. Something we never imagined we can do. I would highly recommend this company. They are genuine professionals who are passionate in what they do and are always there to help and support. Will definitely continue to work with them as we build our portfolio.

    Bernadette Reyes Avatar Bernadette Reyes
    01/21/2021

    Option Wealth are a really great team to deal with, putting us at ease from start to finish. No question goes unanswered, no call not returned. Thank you Raphael, Rebecca and Simon for everything up front, and then Arzu thank you for your amazing support throughout the builds. We could not do any of this without you all !

    janelle briscoe Avatar janelle briscoe
    01/18/2021

    What a great team from start to finish. The meeting at home gave us a lot to think about, then we decided to proceed to the next step and meeting Raphael in the city. Raphael was personable and so informed about every aspect so we felt straight away our best interests were at the forefront. Then dealing with Cassandra for all the financial stuff was just so easy, she took care and detail of every step. Arzu then took over and she was nothing short of amazing. The info provided through the whole process, making sure we were aware of every step. We now have Kate doing our property management and the house was rented so quickly, she has been great to deal with. Highly recommend anyone looking at getting an investment property to deal with Option Wealth.

    Amy Gameiro Avatar Amy Gameiro
    01/18/2021

    Very happy with Bec and Raph - can’t fault their step by step assistance - and guidance through the whole process. Will be definitely using this company in the future - when we look to expand our portfolio. Highly recommended to anyone with a view to future proof their investments and super!

    Darren Walters Avatar Darren Walters
    01/18/2021
  • I have been dealing with Option now for a few years and I must say that the whole team has been outstanding in every way from start to finish. I personally could not recommend Option Wealth any higher, they have helped me now with 2 properties & on both occasions the process has run so smoothly, I can’t believe how easy the whole team has made it seem.

    Paul Sterio Avatar Paul Sterio
    01/18/2021

    Very professional and high level of service in the products they offer. Would recommend people to use Option Wealth.

    julie mcgrath Avatar julie mcgrath
    01/18/2021

    It is evident that everyone has exceptional knowledge within the industry. The service that has been provided to me has been nothing but professional and positive. I feel comfortable dealing with Option Wealth Solutions and recommend them to anyone.

    Mariam Ghafoor Avatar Mariam Ghafoor
    01/18/2021

    Great experience with this company! Had a meeting scheduled and at every step they were nothing short of accomodating. Very professional and delivered on every promise! HIGHLY RECOMMEND!!

    Chanel Tiaiti Avatar Chanel Tiaiti
    01/18/2021
  • The team at Option truly went above and beyond to make sure I got the right deal for me. Exceptional service and communication throughout made me feel very comfortable.

    john john Avatar john john
    01/18/2018

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