The Optima Group brings together three experienced, powerful and professional disciplines. Since 1980, Optima Services has provided chartered accounting, tax planning, business services and specialist superannuation services and advice. With a strong emphasis on the appropriate structure for your business and personal affairs, Optima Services provides powerful business and personal accounting services and advice. Optima Lending delivers specialist finance, leasing and lending solutions properly aligned with your business and personal structures, and in the most tax effective manner possible. Optima Lending is also accredited in the highly specialised Self Managed Superannuation Fund loans. Since 1981 Optima Wealth Management has provided innovative wealth management, asset protection, estate planning, life insurance, superannuation and investment strategies through highly qualified advisers. Your advisers are licensed through AMP Financial Planning, Authorised Representative Number 232706. The three disciplines making up The Optima Group provide clients with the opportunities for synergies where integrated accounting, business services, wealth management and finance and lending solutions are provided to help you make smart decisions.
| Website | http://www.agsfinancialgroup.com.au/ |
| Revenue | $23.8 million |
| Employees | 2 (1 on RocketReach) |
| Founded | 1980 |
| Address | 4 Columbia Court, Baulkham Hills, New South Wales 2153, AU |
| Industry | Financial Services |
| Keywords | Chartered Accounting, Accounting Services, Financial Services, Tax Planning, Tax Advice, Accounting Firm, Business Services, Business Advisory, Tax Preparation, Superannuation Services, Retirement Planning, Bookkeeping, Superannuation Advice, Financial Planning, Wealth Management, Audit Services, Assurance Services, Compliance Services, Investment Advice, Estate Planning |
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The The Optima Group annual revenue was $23.8 million in 2026.
1 people are employed at The Optima Group.
The Optima Group is based in Baulkham Hills, New South Wales.