Financial Planning

Financial Advisory

Financial planning helps you create wealth and security for your future.

If you are just ‘winging it’ when it comes to managing your money, you’re probably missing out on many chances to get better financial results. This means you’ll have less money now to enjoy life with, and little chance of saving money for the future.

You can build wealth now without sacrificing your current lifestyle.

The key to future financial security lies in the present. It’s what you do with your money now that will make the difference between having to struggle on a pension or being able to enjoy a comfortable retirement.

Your financial plan may cover some or all of these areas:

  • Tax minimisation
  • Debt management
  • Superannuation strategies
  • Mortgage reassessment
  • Investment options
  • Asset protection
  • Wealth protection
  • Insurance

Financial planning isn’t just about money, though. It’s about discovering your personal values and finding out what makes you happy, and building a lifestyle around that. If dining out makes you happy, we’ll design a plan that lets you save and still have money to spend on discovering new restaurants.

No two financial plans are the same. That’s why it’s important to seek your own financial advice. Our wealth management experts will work with you to understand your current financial situation and commitments and understand your financial and personal goals. We’ll develop a personalised strategy that is designed to help you live comfortably now and still meet those future goals, and we’ll teach you how to follow it.

When you have a financial plan in place, it’s easy to make the right financial choices as they arise.

Talk to one of our wealth management experts and have all your questions answered.


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