CONSULT NOW
Service

Mutual Fund

Your Path to Diversification, Growth, and Financial Freedom Begins with Optimus Solutions

our process

How do we work ?

Assessment.

The assessment phase forms the foundation of the financial planning process. In this initial step, Optimus Solutions conducts a comprehensive evaluation of the client's current financial status. This involves gathering detailed information on all financial assets, liabilities, income, and expenses. The goal is to gain a thorough understanding of the client's financial health.

Strategy Development.

Following a thorough assessment, the strategy development phase involves creating a personalized financial plan that addresses the client's unique goals, needs, and risk tolerance. Optimus Solutions leverages the insights gained during the assessment to outline a roadmap for achieving financial objectives.

Implementation & Review.

The implementation phase is where the strategic plan is put into action. Optimus Solutions works closely with the client to execute the agreed-upon financial strategies, which may involve purchasing investment products, restructuring debt, or altering spending habits. This phase often requires coordination with other financial professionals, such as accountants or investment advisors.

Why Mutual Funds ?

Mutual funds, certified managed combined investment schemes, are a versatile and dynamic investment option that pools money from multiple investors to purchase diverse securities. While there's no singular definition, mutual funds commonly refer to regulated collective investment schemes accessible to the public.

Identified by principal investments, mutual funds fall into categories such as money market funds, bond or fixed income funds, stock or equity funds, and hybrid funds, each catering to specific financial objectives.

At Optimus Solutions, we help you explore the potential of mutual funds, understand their advantages, and choose the right type for your financial goals. Start your journey to financial growth and security by diving into the world of mutual funds with us today.

Features

Advantages

Optimus Solution Helps Navigate Your Financial Future with Confidence

Diversification

Spread risk across various securities for a more balanced portfolio.

Liquidity

Easily buy or sell shares daily, ensuring quick access to your funds.

Professional Management

Benefit from experienced fund managers making informed investment decisions.

Access to Exclusive Investments

Participate in opportunities typically available only to other investors.

Convenience and Oversight

Enjoy government oversight and easily compare fund performance for informed choices.

Professional Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore.

Explore the Key Questions on Your Journey

Property owners and tenants can claim and track their property to monitor the estimated value and learn about recent sales for similar properties. By understanding your relationship to the property, we can tailor what we show and send you to make it more relevant to your situation. 

There is no limit to the number of properties you can track. Once you have tracked a property you will be able to track additional properties, make changes to your property relationship and change your primary property.

Price estimates are calculated by PropTrack Australia by looking at multiple properties and local market data points, which together can provide insight into the approximate value of a property. The data that informs the estimate range includes property and local market data including: Property types, Recent sales & local price trends, and Land area. To learn more about privacy and Property Value pages.

The Australian arm of PropTrack was acquired by REA Group In May 2018. A combination of unique data, industry expertise and analytical precision has made PropTrack a trusted leader in property data and automated valuations. From November 2018, PropTrack has been providing REA with most of the property insights used in consumer and customer experiences. More information about PropTrack is available on their website.

A combination of unique data, industry expertise and analytical precision has made PropTrack a trusted leader in property data and automated valuations. From November 2018, PropTrack has been providing REA with most of the property insights used in consumer and customer experiences. More information about PropTrack is available on their website.

Pricing

Types of Retirement Plans

Diverse Avenues for Secured Tomorrow

See FAQ
Open-End Funds
  • Investment advisory
  • Asset management
  • Risk management
  • Tax planning
  • 24/7 Support
CONSULT NOW
Close-End Funds
  • Investment advisory
  • Asset management
  • Risk management
  • Tax planning
  • 24/7 Support
CONSULT NOW

Unit Investment Trusts (UIT)

  • Investment advisory
  • Asset management
  • Financial Counseling
  • Risk management
  • Tax planning
  • 24/7 Support
CONSULT NOW
Our team

Meet our team members.

Francois Mercer

Financial Planner

Olivia Wilson

Wealth Manager

Richard Sanchez

Investment Advisor

Jamie Chastain

Financial Consultant