We’re thrilled to welcome Sam Wakefield, Founder and Financial Planner of Optalife Wealth, to the Pursue Wealth family!
With Optalife Wealth now part of Pursue Wealth, Sam brings over a decade of experience, a genuine passion for helping people achieve their goals, and a client-first philosophy that perfectly aligns with ours.
Together, we share the same belief: great financial advice isn’t just about numbers – it’s about helping you live the life you want, with confidence.
Meet Sam Wakefield
Sam believes financial advice should be life-changing, not overwhelming.
After more than ten years in the industry, including senior roles at a mid-tier firm, Sam founded Optalife Wealth to deliver advice in a way that truly reflects his values: clear, strategic, and educational.
“Education is a key ingredient to a successful financial future. When clients understand their strategy, they feel confident, empowered, and in control.”
Outside the office, you’ll usually find Sam on the golf course (often in a bunker!), cheering on the Melbourne Demons, or spending quality time with family and friends. Growing up on a hobby farm in the Gold Coast Hinterland taught him the value of hard work – lessons he brings to every client conversation
Sam’s Approach to Advice
Sam’s philosophy mirrors what we stand for at Pursue Wealth:
- Advice that’s personal, not generic – your goals, your family, your lifestyle, your strategy.
- Education-first conversations – no jargon, just clarity.
- Long-term relationships – advice that grows with you.
- Advice that supports real life – wealth, protection, and flexibility to live the life you want.
Why Optalife Wealth Joined Pursue Wealth
Running a modern advice business comes with growing operational and regulatory demands. Joining Pursue Wealth allows Sam to:
- Reduce administrative load
- Access stronger systems and research
- Focus on what matters most — advising clients
- Achieve a better work-life balance
For clients, it also ensures long-term stability and continuity, backed by a well-resourced, values-aligned group.
Looking Ahead
For Sam, this is an exciting new chapter. For clients, it means:
- The same trusted adviser
- The same personalised advice
- Backed by the scale, resources, and support of Pursue Wealth
Whether you’re an existing Optalife client or new to Pursue Wealth, now’s the perfect time to connect with Sam and the team. Together, we’ll create a strategy that’s personal, clear, and built to help you live the life you want.
Book a chat today and experience financial advice that’s more than numbers – it’s confidence, clarity, and peace of mind.
