Meet Wealth Optix, a personal financial advice practice led by Marissa de Saint Quentin, and learn what to expect from our articles.
Welcome to Wealth Optix, a personal financial advice practice led by Marissa de Saint Quentin.
Wealth Optix was created to help people understand their financial options and make considered decisions. Superannuation, investments, retirement planning, personal insurance and family priorities often need to be looked at together.
This blog will share general information about those topics in plain language. You do not need to become a financial planning expert before starting a conversation.
Advice that starts with understanding
Good advice starts with understanding the person behind the numbers.
Marissa takes time to understand your circumstances, priorities and goals. That includes what is already in place, what needs attention now and what you would like help exploring.
The focus is on clear explanations and a personal advice relationship. You should understand the options being discussed, the trade-offs involved and the next steps in the advice process.
Bringing financial decisions into focus
A change in your life can raise several financial questions at once. You might be approaching retirement, changing jobs, supporting family or reviewing your insurance.
You may also have a specific question without knowing how it relates to everything else. A decision about retirement timing, for example, may involve your super, household spending and whether a partner will continue working.
Wealth Optix helps you consider those connections without expecting you to have every answer at the outset.
What this blog will cover
Articles will explore financial planning, retirement, superannuation, SMSFs, investments and personal insurance, along with the life changes that can prompt an advice conversation.
The aim is to explain the questions and considerations in a useful way. Each article provides general information, not a recommendation about what is appropriate for your circumstances.
Start with a conversation
You do not need to arrive with everything neatly organised. A question or a decision you are weighing up is a useful place to begin.