OP Wealth is a boutique advisory firm that has been providing tailored financial solutions since 2009. With a focus on understanding each client’s unique financial situation, OP Wealth takes a personalised approach to help individuals achieve their financial goals. Whether it’s retirement planning, investment strategies, or savings for milestones, the team at OP Wealth is dedicated to guiding clients through the complexities of the financial world.
At the heart of OP Wealth’s philosophy is a commitment to education, empowering clients with the knowledge and insights needed to make informed financial decisions. Clients appreciate the friendly and approachable nature of the team, as well as the ongoing communication and support provided to help them stay on track towards their financial objectives. With a reputation for being responsive and easy to work with, OP Wealth prides itself on delivering a high level of service to ensure clients feel confident and secure in their financial choices.
OP Wealth’s founder, Andrew, is praised for his professionalism and expertise in managing superannuation funds. Clients trust Andrew to treat their finances as if they were his own, leveraging his insights into world economics and access to a network of analysts and fund managers. With a focus on personalised service tailored to individual needs, OP Wealth may not be the biggest firm, but it excels in providing exceptional service and growing portfolios to their current levels. For those seeking a dedicated financial planner who prioritises client comfort and investment strategy, OP Wealth comes highly recommended.