You are your greatest asset, Optimalife is here to protect you!
Optimalife was born at the end of 2016, following the birth of our first child, Oliver. Even after everything my father Bill had been through, I hadn’t really considered the importance of planning for the future. That was until Oli was born when the realisation finally hit. What happens to Kylie and Oli if anything happens to me?
I know how busy your lives are, especially those with their own business and/or young family! Thus Optimalife provides financial advice specialising in, but not limited to, the needs of small businesses and young families.
I create a plan to suit your needs now, but as your life changes, I will be with you every step of the way to ensure you have the right plan in place. This ensures that the right amount of money enters your pocket, at the right time, when you need it the most.
Contact me to arrange a time to come and meet you, I will even shout the coffee, or bring the wine/chocolate! Its got to be done so might as well make it fun right!?