Dealerbaba
Wealth Optix

About

Wealth Optix provides personal financial advice for clients across North Brisbane and surrounding areas. Led by Marissa de Saint Quentin, the practice helps clients bring structure and clarity to important financial decisions across financial planning, wealth creation, superannuation, SMSFs, investment advice, retirement planning and personal insurance. Wealth Optix offers a thoughtful, personal advice relationship focused on understanding each client's circumstances, goals and priorities before recommending next steps.

Keywords

Financial PlanningWealth Creation / Wealth ManagementRetirement PlanningSuperannuation / SMSFInvestment Advice

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