Optimum Financial Services Group


About Optimum Financial Services Group


Optimum Financial Services Group was established in 1982 and therefore have well-established and professional relationships with their clients and product suppliers. Optimum has some 500 years of collective industry experience and strives to provide clients with the best possible financial advice and solutions for their individual needs on every aspect of comprehensive financial planning.

We believe that our clients are the most important component of our business and serve them with honesty and integrity. We are committed to serving all our clients in a professional manner.

With our client’s best interest at heart, we will combine superior knowledge and the expertise of our group of professional consultants and advisors to give all our clients the tailor-made products that will best suit their needs. We have contracts with various Financial Product Providers enabling us to select the best suitable Insurance Company

Insurance is the most essential element of a successful financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of the unexpected. Your life is precious, and so are the lives of your loved ones. Life, on the other hand, is unpredictable. There are many factors which threaten our daily existence; such as death, critical illness, disability, loss of income, motor or household damage, bankruptcy, hospitalization – any of these things can happen to anyone at any time, and this is why insurance is important for everyone.

Having all the correct insurance intact will not prevent such things from happening, but it will help alleviate the burden placed on you and your family if the unthinkable does occur. When you go through life untouched by any of these, the next thing that will happen is RETIREMENT. We can never stress enough the importance of retirement provision and the wonder of compound interest when you start at an early age.

We have a meticulous approach in our business and have established separate business units to enable specialization in the different areas of comprehensive financial planning. We harness the professional skills of well-trained motivated financial advisors and Portfolio Managers, with the proficient effect to deliver beyond our promises.

Our administrative personnel is our most valuable asset and we equip them to exceed our clients’ highest expectations. We will continue to develop our staff and services which we believe are our sustainable competitive advantage. We are also able to offer services in ALL 11 Official languages.

We have offices in Cape Town, Pretoria, Upington and Worcester. This enables Optimum to bring their advisers closer to their clients enabling world-class service.

We have also realised the importance of Social Responsibility and therefore became involved in different sponsorship like Charity Golf days on behalf of Hospice and Pennyville, Soweto.

Contact Details

56 Regency Drive, Route 21 Corporate Park, Irene, Pretoria 0157

Our other branches: Cape Town, Bloubergstrand, Upington, Worcester, Harrismith and Vanderbijlpark

Tel.: 0861 678 4346

Website: www.optimumgroup.co.za


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