Our Process

To ensure that we are able to provide you with the best financial advice to safeguard your money and hard earned savings and that they are constantly working for you, we have developed our own five step process. These hassle free steps enable us to get it right the first time.


Personal Assessment

The Personal Assessment is an individual, no obligation appointment designed
to help us discover the most efficient way to help you take control of your
finances and to highlight how well structured Option Wealth Solutions can help
you minimise your tax and assist in helping you to achieve a comfortable and
financially secure retirement. Most importantly, it will help you determine which
investment is for you.

Personal Budget

Financial Consultation

Finance, in particular your home loan plays a very important role when looking
at trying to build wealth. Your home mortgage can be your biggest obstacle to
becoming financially independent. Our network of finance professionals across
Australia can help you tailor a financial solution that will best suit your needs and your budget whilst also identifying potential mortgage minimisation strategies.

Girl with Piggy Bank

Target Investments

We believe that the key to long-term success of any wealth plan, is to help you identify the right investments. We are committed to research and provide up-to-date information that helps you identify important trends that may impact
future growth.

Decision and Action

Once you have selected the plan of attack that meets your needs and
objectives, it’s time to take action. This is where Option Wealth Solutions excels. We pride ourselves on understanding the fundamental characteristics that
make one investment a better investment proposition over another and follow a
tested and proven investment philosophy.

Finance Guy


With a focus on education, your professionally trained Consultant will offer
knowledgeable, trustworthy advice based on sound investment principles.
This means that you’ll be in a better position to make educated and informed
decisions and feel more confident about your own investment strategy.