Financial adviser North Brisbane.
Wealth Optix provides personal financial advice for clients across North Brisbane, with appointments available from its Chermside office, via Microsoft Teams and, where appropriate, through in-home meetings.
Led by Marissa de Saint Quentin, Wealth Optix helps clients make clearer and more confident financial decisions across financial planning, wealth creation, superannuation, investment advice, retirement planning and personal insurance. Advice begins with understanding your circumstances, priorities and concerns before recommendations are shaped around what matters most to you.
Chermside, North Brisbane — office, Teams, and in-home appointments.
Wealth Optix is based at Suite 468, Level 5, 14 Banfield Street, Chermside — providing a practical local base in North Brisbane for appointments and ongoing advice relationships.
Chermside office
Suite 468, Level 5, 14 Banfield Street, Chermside QLD 4032. Monday to Friday, 9:00am – 5:00pm.
Microsoft Teams
Video appointments available for clients who prefer to meet remotely or who are located beyond the North Brisbane area.
In-home appointments
Where appropriate, Marissa can meet clients at their home for added convenience. Discuss this option when making your enquiry.
Personal financial advice for clients, focused on the decisions that matter
Many clients are not simply looking for financial information. They are looking for a trusted adviser who can listen carefully, explain the options clearly and help connect the moving parts of their financial life.
Professionals
You are earning more and want your income, superannuation and investments working together with greater purpose and structure.
Families
You are balancing children, mortgage commitments, lifestyle goals, protection needs and longer-term financial planning decisions.
Pre-retirees
You want greater clarity around retirement timing, superannuation, investment risk and future income planning.
Retirees
You are seeking guidance around retirement income, investments, lifestyle needs and ongoing financial reviews as circumstances change.
Clients seeking personal advice
You want advice tailored to your own goals and circumstances, rather than a generic or product-driven approach.
Connected financial advice across six areas.
Advice can focus on one area or bring multiple financial decisions together within a broader strategy.
Financial Planning
Bring income, goals, superannuation, investments, insurance and retirement decisions into one coordinated plan.
Wealth Creation
Turn surplus income, assets and opportunity into a structured and risk-aware long-term strategy.
Retirement Planning
Explore retirement timing, income needs, superannuation, investments and lifestyle goals before major decisions are made.
Superannuation & SMSF
Review contribution strategies, investment options, retirement planning and SMSF suitability where appropriate.
Investment Advice
Build an investment framework around risk, diversification, time frame and long-term objectives.
Personal Insurance
Consider life insurance, TPD, income protection and trauma cover within your broader financial plan.
A North Brisbane office and flexible appointment options.
Financial advice should help make complex decisions feel clearer and more manageable.
Request a call to begin a calm and practical conversation with Wealth Optix in North Brisbane.
Request a call