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WHO WE ARE

When the foundation stone of the Optimum Group was first laid in 1982, it was done with the solid belief that people deserve access to unbiased and well-informed financial advice, to empower them in making sound financial decisions in the future.

That belief held true, and what started out as a humble one-man-practice, exponentially grew into a multi-faceted group of companies.

We implement structures to safeguard our clients against the mishaps of life. By doing this, we ensure that our clients have peace of mind regarding their wealth and financial independence.

The Optimum Group offers its clients the convenience of making only one call to enquire about all their financial needs. Clients are served by the group’s own team of advisers, consultants and assistants, providing them with a “one-stop shop” for all their financial needs. This results in the creation of an intimate and trustworthy bond between the adviser, client and personnel.

WHAT WE DO

Optimum Financial Services Group is an independent financial services provider that provides the most suitable financial advice and solutions tailored to every individual’s needs.

Our focus is to develop and protect our clients’ wealth by offering superior 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 to contribute the same towards future generations.

MISSION

To build trust through lifelong personal relationships with our clients and treating every client uniquely by providing them with professional financial advice and solutions. We ensure peace of mind through financial wealth creation, protection and growth.

OUR CLIENTS

Our client base is far-reaching and extensive, ranging from business owners and entrepreneurs all the way to athletes, artists, and other professionals. This diversity is a clear indication that our focus is on the individual, finding unique and customized solutions for each client who puts their faith in us.   That being said, we are also adaptable, and as such offer employee-based benefit services and consultation to corporate clientele.

OUR DEDICATION

Optimum Group is a client-centric business.  As a service delivery enterprise, it is essential that our clientele know and experience that we are devoted towards their financial wellbeing.

By the mere signing of an authorisation, the Optimum machine kicks into gear on behalf of our client. All the required financial data is obtained and a planning process is set into motion. This includes a conclusive financial needs analysis, resulting in a proposal that is presented to the client, identifying all needs, possible shortfalls and recommendations.

On agreement of the proposal, Optimum can start restructuring the client’s portfolio in a manner that is both seamless and - most importantly – as convenient as possible for our client.

Our service level agreement guarantees a 24-hour turnaround regarding client feedback. In the spirit of absolute transparency, we embrace technology to protect every aspect of dealing with our client, specifically:

  • All calls are recorded to protect both parties;

  • State-of-the-art document scanning is utilised, ensuring adequate back-up copies of all correspondence and providing easy access to client files;

  • Communication systems are frequently updated and upgraded to ensure that clients are never out of touch - or out of range - of information crucial to his/her decision-making.

Optimum Financial Services unequivocally commit to the following principles, against which all client interaction is measured:

We empower our personnel as the ground zero link to our clients. We believe in equipping them with all the skills they require to succeed and continually developing them to not only give us a sustainable edge but also to allow them the opportunity to succeed beyond the expectation of our clientele.

Central to Optimum’s business model is the honesty and integrity we wish to infuse into every interaction with our clientele. We will operate with our clients’ utmost interests at heart, providing a cutting-edge service that is second to none.

We aim to surpass on our targets and exceed everything our clients thought possible, delivering not merely a promise, but also providing a guarantee.

LEGACY PLAN

Not having a plan for your financial future, can be likened to travelling the wilderness without a compass; it is in essence a roadmap to your financial independence.

Any person fortunate enough to benefit from ‘old money’, would undoubtedly know that a family legacy cannot exist without the hard work and dedication from previous generations, which means that a precedent has been set on the current generation to remain accountable in the same manner.

If a family legacy has not been passed down, there is absolutely no reason not to initiate the same, and bestow future peace of mind.

In both scenarios above, sound and well-researched advice would be beyond value. As such we have developed a 7-step plan, which will not only enable one to start a legacy from scratch, but also assist with the management of current legacies.

The plan has been split in two tiers; the first three steps represent everything that needs to be managed and secured before committing to the next four steps, which ultimately encompasses the legacy itself.