Financial advice that brings your vision into focus.
Wealth Optix provides personal financial advice to help you feel clearer, more confident, and more in control of your financial decisions — across wealth, super, SMSFs, investments, retirement planning, and personal insurance.
Led by Marissa de Saint Quentin, with more than 25 years of financial planning experience, every client relationship begins with understanding what matters most to you — where you are today, and what you would like your future to look like. Advice is shaped around your individual circumstances, with a focus on building long-term clarity, confidence, and financial direction.
When financial decisions start to overlap.
You have surplus income, investments, or assets and want a more structured approach to building and managing wealth over time — including strategies such as borrowing to invest and wealth accumulation.
You are balancing children, mortgage commitments, insurance, superannuation, and future lifestyle goals — and want confidence that everything is working together.
You want to better understand timing, income needs, superannuation strategies, and investment risk before making important retirement decisions.
You want a disciplined investment approach that brings your superannuation and personal investments together under one strategy, providing clarity, direction, and ongoing oversight through changing market conditions.
You may be receiving an inheritance, supporting ageing parents, or thinking more seriously about intergenerational wealth and protecting what matters most.
You work directly with Marissa, from the first conversation onward.
Marissa de Saint Quentin is at the heart of the Wealth Optix advice relationship. Her approach is thoughtful and personal, with time taken to truly understand your circumstances before providing advice and recommendations tailored to your goals.
25+ years of experience.
Marissa has been providing financial advice since 2000, bringing a steady and experienced perspective to financial decisions that often involve many moving parts.
Certified Financial Planner®.
As a CFP® professional, Marissa provides advice across wealth creation, superannuation, SMSFs, investments, retirement planning, debt reduction strategies, borrowing to invest, and insurance.
Relationship-led advice.
Clients work directly with Marissa, building long-term relationships grounded in trust, clear communication, and ongoing support through every stage of life.
Connected advice across the areas that influence each other.
Wealth Optix offers connected advice across the core areas that often influence one another. Each service page gives more detail without asking you to become an expert first.
Financial Planning
Bring goals, cashflow, superannuation, investments, insurance, and retirement decisions into one connected view.
Wealth Creation
Make the most of your surplus income and assets by aligning investment opportunities with your risk profile, timeframe, and long-term aspirations.
Retirement Planning
Consider retirement timing, income needs, superannuation, investments, and lifestyle choices before key decisions are made.
Superannuation & SMSF
Review your superannuation contributions, investment approach, and SMSF suitability to ensure they remain aligned with your goals, while providing a clear understanding of responsibilities, obligations, and where professional advice can help.
Investment Advice
Build an investment framework around purpose, risk comfort, diversification, liquidity, and regular review.
Personal Insurance
Consider life, TPD, income protection, and trauma insurance as part of your broader financial plan.
Four steps. One ongoing conversation.
Marissa starts by understanding your circumstances, concerns, goals, and what has prompted you to seek advice.
The advice scope is shaped around what needs attention now, and what may need to be reviewed later.
Recommendations are explained clearly — including the reasoning, trade-offs, and practical steps — without unnecessary jargon.
Financial advice is not a one-off exercise. Your plan and investments are reviewed regularly to reflect changes in your life, family priorities, markets, and legislation — with ongoing management to help keep your strategy aligned to your goals.
Based in Chermside. Working across Brisbane & South-East Queensland.
Wealth Optix works with clients across Brisbane, North Brisbane, Brisbane Metro, the Sunshine Coast, and the Gold Coast. Meetings can be held in person at the Chermside office, via Microsoft Teams for clients unable to attend during business hours, or in your home if that is more convenient.
At the Chermside office
A practical local base for appointments and correspondence — quiet meeting space, dedicated parking.
In your home, by arrangement
If meeting at home is more convenient, Marissa can travel across Brisbane and the surrounds.
Online via Microsoft Teams
For clients unable to attend during business hours — including review meetings and quick follow-ups.
You do not need to arrive with every detail neatly organised.
Sometimes the first step is simply a question, a decision you are weighing up, or a feeling that your next financial move deserves more careful consideration. Personal financial advice is built around your individual circumstances and develops through an ongoing advice relationship. Whether you are planning ahead, navigating change, or simply looking for clarity — Wealth Optix is here to help guide the process.
Request a call to begin your conversation