Tax planning forms an integral part of holistic financial planning; ensuring that all financial goals are aligned with tax efficiency. The rationale behind tax planning is to allow all the components of a holistic financial plan to interact more effectively by minimising tax liability, making the best use of all available allowances, deductions, exclusions, exemptions, etc. to reduce income- and capital gains tax.

5 reasons to switch to Optimum Insurance:

- We believe that clients are the most important component of our business and serve them with honesty and integrity.

- We harness the professional skills of well-trained motivated financial advisers and portfolio managers, with the ability to deliver beyond our promises.

- We provide superior advice and transparent guidance with tailor- made solutions to suit every individual’s needs.

- We set the standard for distinctive and efficient service through our highly skilled team of administrative personnel and professional advisers.

- We are an independent establishment ensuring no conflicts of interest and objective, independent advice.