Compound Interest.  If ever there was a modern parable to the alchemical fairytale of turning lead into gold, this is it.  If you have funds available – possibly as a result of following the first 3 steps of Optimum’s Legacy Plan - a great way of putting that money to work to earn more is to invest it.  And the best time to start doing it is immediately.

Investment does not have a one size fits all solution.  Optimum understands that people in vastly different phases of their lives experience multitudes of different emotions.  Also, coming from a wide array of diverse financial backgrounds means that people will think and act differently when wanting to invest their hard-earned currency.  It is therefore crucial to determine what each and every investor’s risk tolerance is, before committing to an investment plan.

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

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

Our other products include:

Tax-free Savings plans


Retirement Annuities

Preservation plans

Life and Living Annuities

Voluntary Flexible Investments

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0861 OPTIFIN (678 4346)


HEAD OFFICE: 56 Regency Drive, Route 21 Corporate Park, Irene, 0157

An Authorised Financial Services Provider
FSP 8143 | FSP 44659

©2020 by Optimum Financial Services Group.