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Compound Interest: If ever there was a modern parable for the chemical process to magically turn lead into gold, it is following the first 3 steps of Optimum’s Legacy Plan. The Legacy Plan is an effective investment strategy, putting the client’s money to work to earn more money.

When is the best time to start investing one’s money? IMMEDIATELY.

What is an investment?

An investment is an asset that can generate income for the future to create wealth and financial independence.

Investments do not have a one-size-fits-all solution. Optimum understands that people in vastly different phases of their lives experience multitudes of different emotions. Because people come from diverse financial backgrounds, they think and act differently when deciding on how to invest their hard-earned money. It is therefore crucial to determine what a potential investor’s risk tolerance is before deciding on an investment plan.

How we do it at Optimum

Optimum is always looking for sound opportunities. We have a comprehensive range of investment products and services that can be matched with every individual’s wants and needs. We offer a vast array of investment portfolios, including the option to invest in our own Optimum BCI multi-managed unit trust solutions.

At Optimum we do not promise top performance; our focus is on long term, consistent and risk-adjusted returns.

Our vast range of products include: Tax free savings plans; endowments; retirement annuities; preservation plans; life and living annuities; and voluntary flexible investments.