We offer a 'value added approach' by listening to our clients and focusing on their needs. Our mission is to offer our clients the expertise and assistance to help them achieve financial independence. At Optima, we understand that for a partnership to be successful there has to be a trusting relationship and mutual respect between ourselves and our clients. We are Professional, Committed, Passionate, Innovative and Resourceful.
| Website | http://www.owealth.com.au |
| Revenue | $6 million |
| Employees | View employees |
| Address | 2245 The Pkwy, Sanctuary Cove, Queensland 4212, AU |
| Phone | +61 1300 661 186 |
| Fax | +61 7 5677 0667 |
| Industry | Investment Banking, Finance |
| Competitors | AMP, WTW, AustralianSuper, Me stesso, Colonial First State, Rest, Netwealth - See Wealth Differently (ASX:NWL), Hostplus, QSuper, Onepath +39 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Optima Wealth employee's phone or email?
The Optima Wealth annual revenue was $6 million in 2026.
Optima Wealth is based in Sanctuary Cove, Queensland.
The NAICS codes for Optima Wealth are [52393, 5239, 523, 52].
The SIC codes for Optima Wealth are [628, 62].