DISTINCTIVE KNOWLEDGE SHARED WITH PASSION
commercial lines
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
Great friendly team and helpful and experienced personnel. I am a fan!
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!!!
Louwrens is the Executor of my husband's estate. He has been brilliant in ensuring that things get done.
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
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!