Optimal Wealth Solutions Pty Ltd, founded in 2014 by John Walker, is dedicated to helping individuals achieve their financial goals and secure their future. With a background in senior management positions at renowned international banking institutions, John brings a wealth of experience to the table. The company is an authorised representative of AVALONFS Pty Ltd AFSL 437518, ensuring clients receive expert financial advice and solutions.
specialising in superannuation, estate planning, debt management, and cash flow analysis, Optimal Wealth Solutions offers tailored financial plans to suit each client’s unique needs. The business prides itself on cutting through financial jargon and providing clear, solid advice based on years of industry experience. Whether clients are planning for retirement, safeguarding their assets, or seeking guidance on investment strategies, the team at Optimal Wealth Solutions is committed to helping individuals navigate life’s financial complexities.
With a focus on building trust and fostering long-term relationships, Optimal Wealth Solutions aims to empower clients to take control of their finances and make informed decisions. John Walker, a Chartered Financial Planner with a Master’s degree from the University of New South Wales, leads the team in delivering personalized financial solutions that align with clients’ long-term goals. By offering comprehensive services such as strategic asset allocation, goals-based investing, and regular portfolio reviews, Optimal Wealth Solutions strives to guide individuals towards a more secure and prosperous financial future.