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WHAT WE DO

offering
ACCESS to unbiased financial advice

giving you PEACE OF MIND regarding your WEALTH and FINANCIAL INDEPENDENCE

EMPOWERING you to make SOUND FINANCIAL decisions

providing a "one-stop shop"

for all your

FINANCIAL NEEDS

implementing structures to SAFEGUARD OUR CLIENTS against the mishaps of life

creating an intimate and TRUSTWORTHY BOND between adviser, client and personnel

PURPOSE

 To develop and protect our client’s wealth by offering world-class advice and transparent guidance regarding life insurance, short-term insurance, medical insurance, investment planning, asset finance, employee benefits, legal services, and tax consulting.

VISION

To be central amongst a host of financial success stories and contribute positively towards the wealth and financial security of future generations.

MISSION

To ensure peace of mind through financial wealth creation, protection and growth.

WHAT PEOPLE SAY

Stripes

Great friendly team and helpful and experienced personnel. I am a fan!

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Thank you so much, the service you rendered is over and above what I expected. I would definitely recommend Optimum Financial Services.
Again THANK YOU for the excellent service!!!

Shadows

Louwrens is the Executor of my husband's estate.  He has been brilliant in ensuring that things get done.

Wave

Through out the years I have always been treated with such respect and Optimum have always put my interest first. Marinus who looks after me as a client is very professional and extremely knowledgeable when it comes to the different products and how they can serve me best. This is a great company and I am very proud to be a client of Optimum    

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Kobus is an amazing person and on top of his game, you couldn't ask for anyone better than Kobus to handle any medical aid query.  Thank you Kobus for your dedication to your job!

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