The main purpose of financial planning is to create financial independence for our clients during all phases of their lives. Financial independence pursues a certain lifestyle, and it is the uniqueness of each person's lifestyle which calls for a financial planner to bring certain matters and circumstances into careful consideration.

By maintaining strict international competence, ethical and professional practice standards, our financial advisors are skilled to deliver integrated financial solutions, which will empower you to take control over your finances and thus enable you to reach the goal of financial independence.


Our vision is to become the leading Financial Services Provider in South Africa, and also internationally. We strive to provide the most suitable financial advice and products.

With your best interest at heart, we will combine superior knowledge with the expertise of our group of professional consultants and advisors to give you the tailor-made product that will best suit you.

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

We harness the professional skills of well-trained motivated consultants and portfolio managers, with the proficient effect to deliver beyond our promises. We believe that our personnel is our most valuable asset and we equip them to exceed our clients' highest expectations.

We are committed to serving you in a professional manner by finding out exactly what your needs are and adapting our products and services to meet your needs.

We will continue to develop our personnel and services which we believe are our sustainable competitive advantage.

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0861 OPTIFIN (678 4346)

An Authorised Financial Services Provider
FSP 8143 | FSP 44659

©2020 by Optimum Financial Services Group.