Gerald Wong

Daniel Johnson

I Can not speak higher of my experience with Gerald he was incredible. 10/10 would recommend.

Naomi Parker

Gerald went above and beyond guiding me through the process of purchasing my first property

Sidharth J

My spouse and I began financial planning at the age of 26, and it’s been amazing for us working with a financial planner for wealth creation. Additionally, it allowed us to learn about wealth creation, instil discipline in our spending, and prepare our family for the future. Over the past decade, I have interacted with Samuel Wakefield, Director of Optalife Financial Services, initially through a previous organization and for the past six years through Optalife. Sam is an extremely competent financial advisor who prioritizes customer needs, provides clear explanations, and educates clients throughout the process. He is consistently available to address questions, and interactions leave a sense of confidence in the planning for our future. The team at Optalife, including Gerald Wong, who I have also worked with over the past six years, have been amazing and supportive throughout this journey. I have recommended Optalife to family and friends who have taken up their services and will continue to recommend them. Thank you Optalife team!

Paul Johnson

Gerald has been incredibly helpful throughout our journey with refinancing, selling our home, and now purchasing our next property. He always takes the time to explain our options clearly, making sure we feel confident with every step. …

Tiruven Samoo

Excellent service from start to finish. Gerald and Arianne were responsive, thorough, and kept me informed at every stage of the process. Everything was handled efficiently and professionally, making the entire experience far less stressful. Highly recommend!

Lee

Gerald was very professional and made the home loan process easier. Gerald kept me informed with updates and was able to obtain a better interest rate.