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WHAT WE DO

offering
ACCESS to unbiased financial advice

giving you PEACE OF MIND regarding your WEALTH and FINANCIAL INDEPENDENCE

EMPOWERING you to make SOUND FINANCIAL decisions

providing a "one-stop shop"

for all your

FINANCIAL NEEDS

implementing structures to SAFEGUARD OUR CLIENTS against the mishaps of life

creating an intimate and TRUSTWORTHY BOND between adviser, client and personnel

PURPOSE

 To develop and protect our client’s wealth by offering world-class advice and transparent guidance regarding life insurance, short-term insurance, medical insurance, investment planning, asset finance, employee benefits, legal services, and tax consulting.

VISION

​To be central amongst a host of financial success stories and contribute positively towards the wealth and financial security of future generations.

MISSION

To ensure peace of mind through financial wealth creation, protection and growth.

WHAT PEOPLE SAY

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Louwrens is the Executor of my husband's estate.  He has been brilliant in ensuring that things get done.

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André!

Duisend dankies vir jou  input! Jy is regtig amazing in jou werk. Dankie dat jy so mooi na ons kyk! Werklik min dat 'n mens sulke goeie en vinnge diens kry! Hoop nie jy skuif uit weg van Optimum nie!"

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Kobus!

​Dankie vir julle fantastiese diens!

Ons is bevoorreg om altyd net op jou knoppie te kan druk!

Ontelbaar dankies!

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Through out the years I have always been treated with such respect and Optimum have always put my interest first. Marinus who looks after me as a client is very professional and extremely knowledgeable when it comes to the different products and how they can serve me best. This is a great company and I am very proud to be a client of Optimum    

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Kobus is an amazing person and on top of his game, you couldn't ask for anyone better than Kobus to handle any medical aid query.  Thank you Kobus for your dedication to your job!

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