Wealth Optix

Wealth Optix is a personal financial planning practice based in Chermside in North Brisbane, led by Certified Financial Planner Marissa de Saint Quentin. We provide direct advice to individuals and families who want to understand the connections between investments, superannuation, retirement and personal protection. Our approach values clear explanations and an understanding of each client's circumstances.

Our advice includes retirement planning, superannuation, the potential suitability of an SMSF, investment strategy and life or income protection. We discuss the responsibilities attached to self-managed superannuation, the risks of different investments and the relationship between protection costs and household resources. Recommendations are considered in the context of each person's objectives and capacity to accept uncertainty.

We guide clients through discovery, an agreed advice scope, an explanation of proposed strategies and subsequent review. Consultations can take place in Chermside, by Microsoft Teams or through another suitable arrangement by agreement. We want clients to feel able to ask questions and make informed decisions, whether they are building financial reserves or considering a new phase of retirement.