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Our client base has expanded principally through referrals from existing clients and like-minded professional firms who value our approach and appreciate our results. Our clients fall into two main groups:
Working professionals and small business owners seeking advice on investments, tax, superannuation, and insurance.
Retirees who have accumulated their wealth and want to structure income streams tax effectively while continuing to grow their assets.
We work with a limited number of ideal clients who use multiple core services, value our advice, and appreciate that our integrated and professional approach helps them make smart decisions.
Our ideal client will be able to commit adequate time to the consideration and management of their affairs, and is willing to accept advice with full explanation. They will have multiple needs that provide leverage to the holistic advice model of the three disciplines of The Optima Group. |
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