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LIFE

Having life and risk cover intact will form a critical part of proper financial planning. It will bring the peace of mind that if something should happen to you, if you die or become disabled by accident or critical illness, your family will be taken care of financially, because of the fact that you made provision.

 

If you are your family's provider, your life is most probably your (and their) largest asset. In most cases, it will not be possible for a person to save up the same amount of money that they can buy through insuring their own life, especially if the person is still young and healthy.

Our team of professional advisors can offer specialised services in:

  • Life Assurance for both individual and Business insurance such as Buy&Sell’s and Key Individual Insurance

  • Thorough Estate Planning

  • Investments, according to our client’s individual needs and risk profile

  • Tax Planning for individuals, companies, trusts and closed corporations

  • Pension Funds and Group Schemes for small and medium businesses

  • Retirement planning

  • Tailor-made solutions for Post-Retirement building blocks and income planning

 life | health | insure | invest | employee benefits | legal | finance | tax | payroll | labour 

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0861 OPTIFIN (678 4346)

info@optimumgroup.co.za

An Authorised Financial Services Provider
FSP 8143 | FSP 44659

©2020 by Optimum Financial Services Group.