We’re pleased to share that Optalife Wealth has joined Pursue Wealth, bringing together two aligned advisory businesses with a shared focus on long‑term client outcomes.
This transition allows us to continue supporting Optalife Wealth clients with the same care and professionalism – now backed by the broader strength, resources and expertise of the Pursue Wealth team.
Our priority is continuity and clarity, while enhancing the depth of advice and support available to you.
Pursue Wealth is a specialist wealth advisory firm providing strategic, long‑term financial advice to professionals, business owners and families.
Optalife Wealth joining Pursue Wealth reflects a shared philosophy:
• Advice that is strategic, not transactional
• Long‑term thinking over short‑term decisions
• Ongoing partnerships that evolve as life changes
Optalife Wealth clients are now supported through Pursue Wealth.
If you’ve been directed here, it simply means your wealth advice journey continues under the Pursue Wealth banner.
No immediate action is required.
If you have questions about the transition, your advice, or what this means for you, our team is here to help.
Yes! Sam remains your primary contact. You can read more about our Pursue Wealth services and advice costs in our Financial Services Guide (FSG) on our website.
Nope. Your existing advice, investments, super, and insurance all continue as normal.
Optalife Wealth now operates under the Pursue Wealth brand and licence – financial advice is provided under the Achieving Your Dreams Pty Ltd Australian Financial Services Licence.
Nothing at all – everything continues as usual.
If you would like to get in touch with Sam, please contact him at [email protected] or the office on 03 9686 1784.
Not immediately. Over time, you may notice improved systems, efficiencies, and access to additional services – always communicated clearly.
You now have access to in-house accounting services through Pursue Wealth Accounting, creating a fully integrated approach across financial advice, tax planning, and accounting – all working together toward your goals.
No changes here. Gerald and the Optalife Finance team continue supporting your lending needs.