About Wealth Optix

Meet Marissa de Saint Quentin.

Marissa de Saint Quentin is the principal financial adviser behind Wealth Optix. With more than 25 years of experience in financial advice, she brings a thoughtful and personal approach to helping clients navigate important financial decisions with greater clarity and confidence.

Her advice process begins with understanding each client's circumstances, priorities and goals before shaping recommendations — across financial planning, wealth creation, investment advice, superannuation, SMSFs, retirement planning and personal insurance.

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Experienced advice, delivered personally

Marissa de Saint Quentin

Principal Financial Adviser · Authorised Representative

"My role is not to overwhelm clients with technical detail, but to help them better understand the decisions in front of them, weigh their options carefully and move forward with greater confidence and direction."

Marissa has provided financial advice since 2000, across large retail and private banks, boutique financial planning firms, stockbroking and accounting firms — a well-rounded perspective on wealth management, investment advice, superannuation and long-term planning.

Strategic financial advice

Her advice considers how income, superannuation, investments, insurance and retirement planning work together as part of a broader financial picture — rather than treating each decision in isolation.

Investment management

Marissa brings experience in investment management, with decisions guided by purpose, appropriate risk and long-term objectives.

Long-term relationships

Clients can expect a relationship-led advice style built on listening, clear communication, ongoing review and genuine personal care.

Credentials & professional standing

The experience and education behind the advice.

Certified Financial Planner^®Graduate Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDiploma of Financial PlanningSMSF Specialist

SMSF Specialist reflects extensive experience advising on self-managed superannuation funds, including establishment, investment strategy, contribution and pension planning, trustee responsibilities and ongoing compliance.

How Marissa works with clients

Good advice starts well before a recommendation is made.

Marissa takes the time to understand the person behind the numbers, recognising that financial decisions often carry family, lifestyle and emotional considerations.

Listening first

Marissa begins by understanding your current position, concerns and what has prompted you to seek advice.

Understanding priorities

Advice is shaped around your goals, values, family needs and preferred way of making decisions.

Explaining options clearly

Recommendations are explained in plain language, including trade-offs, boundaries and practical next steps.

Ongoing service

Ongoing reviews help ensure your strategy and investments continue to align with your goals as life changes.

Start with a conversation

You do not need to arrive with everything already sorted.

Many people begin with questions, competing priorities or simply a sense that their next financial decision deserves more careful consideration. That is a sensible place to start.

Personal connection

Wealth Optix is centred on a direct advice relationship with Marissa.

Clear boundaries

Advice scope, disclosures and next steps are explained clearly before important decisions are made.

Clear first step

The initial conversation is an opportunity to discuss your situation, outline what you are looking for and determine whether Wealth Optix is the right fit for you.

Begin the conversation

A sensible first step toward clearer financial decisions.

Request a call to begin the conversation with Marissa, discuss your situation, and consider whether Wealth Optix is the right fit for you.

Request a call