Optimum

As an independent financial services provider, we constantly strive to provide our clients with the most suitable financial advice and solutions tailored for their individual needs in every aspect of comprehensive financial planning.

Our focus is to develop and protect your wealth by offering superior advice and transparent guidance for the purpose of estate planning, risk cover, investment planning, retirement provision and tax benefits.
We also offer professional services in medical aids, legal services and short term insurance with attention to motor and household insurance, and specialised services in commercial, marine, aviation and personal liability insurance.

We are equipped with a skilled team of administrative personnel committed to client service making use of the latest high-tech systems. We at Optimum Group set the standard for distinctive and efficient service.

The Optimum Financial Services Group is an independent establishment and because there is no shareholding relationship with any life insurance company, bank or other financial service provider, there is no conflict of interest when servicing and advising clients

The main purpose of financial planning is to create financial independence for our clients during all phases of their lives. Financial independence pursues a certain lifestyle, and it is the uniqueness of each person's lifestyle which calls for a financial planner to bring certain matters and circumstances into careful consideration when planning financial independence.

By maintaining strict international competence, ethical and professional practice standards, our financial advisors are skilled to deliver integrated financial solutions, which will empower you to take control over your finances and thus enable you to reach the goal of financial independence.