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Your last will and testament is seen as the foundation of your Financial Plan and ensures that your final wishes are respected and carried out accurately. Our Legal Adviser can draft and update your Will and Testament to warrant the correct handling of your Estate.


The utilisation of a Trust is not a “one size fits all” solution for everyone, but each client's circumstances should be taken into consideration before determining if a Trust will be beneficial to them. Our Legal Adviser will be able to determine which route to follow, and to assist in setting up the Trust, if beneficial to your circumstances.


The distribution of the Deceased's Estate is very time consuming, and our Legal Adviser can also assist in this last act of the Deceased and finalise the Estate.

We have discovered the need for Legal Services and decided to offer an additional value-added service through our Legal Adviser.

Our in-house legal advisers specializes in the following added services:

  • Legal Services

  • Estate Planning Services

  • Drafting Of Wills And Trusts,

  • Any Amendments Thereto And

  • Trust Administration.

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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.