Samuel Wakefield

Founder| Financial Adviser

Samuel’s passion and belief in the industry and his clients is infectious.

He prides himself on providing life changing advice with a knowledge and skill set, mixed with his high standards of service, that sets him apart. Samuel believes education is a key ingredient to a successful financial future and works very closely with his client to ensure they understand each step of their financial journey. Samuel comes with over ten years of industry experience, previously holding senior positions at a mid-tier firm.

Sam at int he woods

Outside of work Samuel loves to spend time on the golf course, albeit it’s generally in a bunker or the tall grass. He is a passionate Melbourne Demons supporter and looks forward to flying the ‘grand ol’flag’, high this year after they win the premiership…. Or next year, or the year after.

Who is your hero? 

As cliché as it is, I would have to say my parents. Growing up I saw firsthand Mum and Dad work extremely hard in running their own business together. It was through them I learnt the determination and passion you need to have to run your own small business.

What is your proudest accomplishment? 

would say starting Optalife would be my proudest accomplishment. This is a business that I have been able to grow to reflect my personal values and the way I feel financial advice should be delivered. I am able to work with clients whose goals align with mine and hopefully build relationships that last forever. 

Where did you grow up? 

I grew up on a 26-acre hobby farm in the Gold Coast Hinterland. As a child my chores were mowing the never ending, always growing lawn, feeding our animals and general day to day maintenance of the property. Let’s just say there’s a reason I now work in an office environment and live in the big smoke. 

Who would play you in a movie about your life?

Definitely Jim Carrey, he is my favourite actor by a mile. I grew up idolising any Jim Carrey movie. I’ve been told we look similar and often have people tell me we’re just as hilarious! Dumb and Dumber along with Ace Ventura 1 and 2 are three of the greatest movies ever made. Dumb and dumber 2 is very questionable, but I’ll let it slide. 

What does living your Optimal Life mean to you?

It’s a life that in twenty years’ time I will be extremely proud of and lived with no regrets. It's full of fun and adventures, with the financial security to do so, spent living with friends and family who mean the most to me.  

Sam Living his optimal life above the trees.
Sam swinging above the trees




03 9077 2007
Level 6
224 Queen Street
Melbourne, Victoria 3000
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