Alpha POWER Shares
An Australian direct equity investment facility with active management and a derivative overlay to enhance income and 100% capital protection at maturity, provided by UBS AG
[more...]
|
 
|
We are an Australian Financial Services Licensee (AFS License No. 253120) that has a growing network of Financial Advisors specialising in a wide range of financial services and advice.
Our Advisors offer services in the following key areas:
 Superannuation strategies
With a special focus on DIY / self managed superannuation fund advice (SMSF’s”) and the tax advantages, asset protection, estate planning benefits that this investment vehicle provides;
Wealth accumulation strategies
Including salary sacrifice arrangements, contribution strategies to reduce or eliminate capital gains tax and leveraging strategies encompassing the use of SFI’s, property warrants, and related party unit trusts.
Estate planning strategies
Ensuring that superannuation is distributed effectively to one’s beneficiaries with certainty in the most tax effective way.
Risk management strategies
Including life insurance, business risk insurance, buy and sell agreements, handling policy ownership issues, and capital gains tax issues.
Optimus Financial supports clients with a number of on-line investment platforms that provide client reporting facilities enabling a consolidated view of investments at current market prices. Clients may even execute their own investment decisions at their discretion.
We are committed to enhancing wealth through sophisticated strategies and – with no ownership connections with any fund managers, life offices, banks, or other investment or insurance providers - take pride in our independence.
|
|
