Optimus Advisory is a boutique accounting firm with a base of fundamental business solutions, the full offering of traditional financial planning products, and access to bespoke and exclusive investment opportunities.
At the heart of any adviser/client relationship there needs to be an understanding of the client’s circumstances and needs. At Optimus Advisory, it is our business to know our clients’ business.
Our team is focussed upon understanding the unique challenges facing each and every one of our clients. We strive to understand the things that are important. We tailor solutions to meet the needs and goals of our clients.
And it is more than just knowing our clients and tailoring services to suit. We build relationships that develop and grow as our clients’ businesses grow.
Our people are not just talented, financial services professionals; they are genuinely passionate about helping our clients achieve success. As a firm we pride ourselves on being accessible, service-focussed and driven to achieve great results.
With the full suite of financial planning services, self-managed super funds, and bespoke, exclusive investment opportunities, Optimus Advisory has a comprehensive service offering.
At Optimus Advisory, we think our firm stands apart from the rest. We love what we do and we think you will notice the difference.