Optalife Financial Services has partnered with other trusted financial service specialists to provide a truly holistic service experience. A collaborative approach to your unique financial objectives can provide a stronger outcome and framework to achieve your goals.
Legal Services
Our trusted partner legal firms can provide further advice and guidance on:
- The creation of wills, Powers of Attorney and guardianship
- Testamentary trusts
- Property law
- Conveyancing
Accounting
Our trusted partner accounting firms can provide further assistance with:
- Taxation planning
- Completing personal, business and trust tax returns
- SMSF set up and administration
- SMSF audit requirements
- Business and company planning
CONTACT US FOR A COMPLIMENTARY & OBLIGATION FREE CONSULTATION »
Level 6
224 Queen Street
Melbourne, Victoria 3000
Tel: 03 9077 2007
Fax: 03 8672 7676
Email: info@optalife.com.au
Optalife Finance: Level 6, 224 Queen St, Melbourne, VIC, 3000
1 Financial Advice Services provided by Optalife Pty Ltd which is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987). Australian Financial Services Licence number 244252.
2 Legal & Accounting Services are all provided by trusted partner firms. Other than a referral arrangement, Optalife Pty Ltd or Optalife Finance Pty Ltd have no affiliation with these firms and take no responsibility for any advice or services provided by these firms.
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