Optimal Wealth are Wealth Creation Specialists. We believe that all Australians should receive qual Sometimes the road rules change and faster routes are built.
Knowing where and how to invest your money can feel like learning to drive. Think of your money as vehicles travelling along various roads that can help you reach your lifestyle goals. And sometimes you can get a flat tyre or make the wrong turn - which delays your trip. Having a qualified professional - like a Financial Planner - guide you through the maze of roads and road rules could get you to
26/08/2025
Morning, If anyone is free tomorrow morning at 10am (Wednesday) I will be presenting on financial planning at Norths Cammeray. It will also be live streamed.
Should be informative.
Feel free to register using the QR Code below.
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01/07/2025
Its a new financial year so updates to super - positive for now!
As of today:-
- Super guarantee payments from employers to employees increase to 12%.
- The General Transfer Balance increases from $1.9m to $2m so you can have more in pension phase.
- Given the above, more should qualify to make after-tax (non concessional contributions) to super.
- No changes to contribution caps.
- Div 296 tax (new tax on super balances over $3m) not yet ratified by parliament but expected to pass and be back dated to today.
This is all explained in greater detail in the attached e-book that we have prepared.
If you have any questions feel free to be in touch as always.
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26/06/2025
I had the pleasure of speaking with Cullen P. Haynes of Legal Home Loans on the topic of Strategic Wealth for Professionals recently. You can listen to the podcast on the Spotify link below.
We delve into ways to use your current financial resources and cash flow to devise a financial road map to significantly improve your financial position. As mentioned on the podcast:
"The sooner you start building diversified assets outside of your career, the safer your future becomes".
Hope you enjoy the podcast and please feel free to reach out to me if you have any questions or if you are a professional and after a home loan feel free to reach out to Cullen.
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13/07/2022
Are you going through divorce or separation? In this free webinar we discuss essential financial considerations and strategies to help you recover and rebuild. We also will be covering the emotional and physical strategies to help you navigate through the change.
Recovering and Rebuilding after Divorce or Separation This webinar will take a holistic approach to the impacts of divorce and provide emotional, physical and financial strategies to help you.
16/05/2022
Attention Business owners and individuals! Join us to learn a range of practical strategies to minimise tax, maximise profit and cashflow. This webinar forms part of the Optimal Wealth education program and is aimed at those of us that believe “You must pay taxes. but there’s no law that says you gotta leave a tip”.
TAX PLANNING TIPS - Put more money in your pocket! Attention Business owners and individuals! Join us to learn a range of practical strategies to minimise tax, maximise profit and cashflow.
10/05/2021
How can you benefit from the misfortunes of AMP? Great to see them reducing fees on their flagship AMP MyNorth Super & Pension offering and you would have to expect that this will flow into pricing from other platform providers over time? It could well be a race to the bottom.
Are you stuck in an outdated, high fee and poorly performing super fund? You only will know if you do due diligence yourself or engage a professional adviser.
Can AMP lift its faded fortunes with lower fees? The wealth giant has attempted a loss-leading tactic in the $840 billion platform market. But price drops alone won’t win the battle for financial adviser hearts and minds.
06/05/2021
It was absolutely wonderful to catch up with Mary Labrie, and a good client of mine Caz, to generally discuss what financial issues are currently facing women as they progress towards retirement.
If as always you have any questions feel free to get in contact and feel free to share the attached recording if you think it will be of interest to any of your friends or colleagues.
Mary Labrie on LinkedIn: #womenandwealth #womenover50 #retirementplanning It’s time to talk about money. When it comes to finances, many women face an uphill battle all their lives. We are paid less, we often take time out to...
A very interesting article from Metlife Insurance Australia found that 42 per cent of unadvised Australians (presumably for insurance) are now more likely to seek advice than before the pandemic.
One quarter of respondents said the public health crisis sparked a belief they should increase their insurance cover, while 80 per cent of the advised cohort said having life insurance made them feel better about their financial situation.
Who's the right insurer for you? What's the right cover and how much do you need?
For a confidential chat feel free to get in touch.
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