Solutions for business
Financial planning for your future
Access to unrivalled investment opportunities
Self-Managed
Super Funds
Managing all aspects of your SMSF
Financial
Planning
Full service financial planning to meet your changing needs.
Property Funds & Investment
Gain access to property syndications. Wealth creation for wholesale investors.
Investment
Administration
Complete Asset Manager (“CAM”) is a live up-to-date, on-line investment portfolio reporting service that takes complete management of all aspects of client’s investments.
Optimus Advisory clients have access to a full suite of services and tailored investment solutions.
Optimus Advisory caters for the full needs of clients. Business owners, family groups, seasoned investors and individuals with complex financial arrangements will all discover the services, and investment solutions they need.
Self Managed Super Funds
(SMSF)
Self-Managed Super Funds are private super funds that are set up to enable investors greater control over investment decisions and provide superior flexibility. SMSFs allow fund members to exercise personal control over the determination of the assets and investments of their super fund, whilst enjoying the same financial benefits and concessions of larger, public funds.
Financial Planning
Take control of your future by engaging Optimus Advisory to help you manage your financial affairs and attain your life goals. The first step is accessing the right advice. By working with us you can take confidence and peace of mind from securing your financial future.
Property Funds and
Investment
Wholesale investors are able to access Optimus Advisory’s exclusive investment opportunities. With a focus on property and structured equity investment opportunities we can tailor to meet your investment objectives.
