Private Clients

Our Private Client division works closely with sophisticated business owners and investors. We are qualified accountants and financial advisors who offer a full range of services.

We offer the full range of accounting and financial services. Beyond the standard services, our business development specialists can identify goals and issues to help overcome and improve your wealth position in life and in business.

 

“We’ll help you get the foundations right and then we’ll work side by side with you to build your wealth.”  
Mark Keene, Managing Director

At Optimus, we tailor our range of financial services to suit individual client’s needs that can include:

  • Business Management
  • Self-managed super funds (SMSF)
  • Portfolio Management
  • Investment
  • Taxation Management
  • Insurance
  • Estate Planning