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Werner Schultz

Werner Schultz

Financial Adviser

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Werner Schultz is an independent financial adviser at Optimum Financial Services Group with eighteen years industry experience assisting Individuals and organisations to reach their set financial goals. Werner specialises in personal estate & retirement planning, risk cover, business assurance & investment planning. Werner uses his experience and industry knowledge to the benefit of all his clients.

By focusing on appropriate advice and meeting client expectation, Werner has been able to put the advanced certificate in financial planning (NQF 6-Millpark Business School) & various other industry qualifications to good use. Over the years, Werner qualified for various accolades as consultant, at some of the insurance companies he represented and managed to travel abroad as reward for those accomplishments.

Werner is passionate about his work & people and because of this he loves assisting clients with their financial goal setting and implementation of models to reach, those set goals. Werner further believes that a well-structured & comprehensive financial needs analysis for all clients is not only an industry requirement but the actual starting point for appropriate advice.

When he’s not at Optimum, Werner is an avid camper, traveler, hunter, who loves the outdoors, fishing, and spending time with his family & friends.

An Authorised Financial Services Provider | 8143

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