Optimized Financial Solutions is a boutique financial planning and advisory firm based in Sydney, providing bespoke financial solutions to individuals and families. Our experienced team of financial planners uses a comprehensive approach to understand our clients' unique financial circumstances and goals, offering tailored investment strategies, estate planning, and superannuation advice. As a trusted partner, we empower our clients to achieve financial freedom and peace of mind.
Positive reviews highlight the firm's professionalism, trustworthiness, and ability to maximize outcomes in troubled administrations.
Negative reviews criticize the firm's high fees, allegations of corruption, and poor handling of bankruptcy matters.