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Optimum Financial Services
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Optimum Financial Services
Bellville
Optimum Invest & Optimum Professional Financial Planning - Holistic approach on wealth planning
0.0
0 reviews
Pro Verified
8 Years in Business
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About Us
The main purpose of financial planning is to create financial independence for our clients during all phases of their lives.Financially independent people pursue certain lifestyles, and it is the uniqueness of each person’s lifestyle which calls for a financial planner who can carefully consider your circumstances to provide you with the best plan for your 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 enable you to reach your goal of financial independence.
Services Provided
Estates And Trusts
,
Financial Advisors
,
Insurance
,
Investments
,
Medical Aid
Work Focus
medical aid brokers
,
financial planning
,
life cover
,
short term insurance
,
investment advisory services
,
disability cover
,
wills and trusts
,
investment advisor
Business Hours
MON
08:00
TO
17:00
TUE
08:00
TO
17:00
WED
08:00
TO
17:00
THU
08:00
TO
17:00
FRI
08:00
TO
17:00
SAT
Closed
SUN
Closed
What training and/or membership affiliations do you have that relates to your work?Wealth Management completed in 2016 and I specialize in the Graduate Professional Market with PPS (Professional Provident Society)
Describe a recent project that you have completed.2018 Investment Seminar with Dr. Roelof Botha
ADDRESS
The Cliffs Office Block 2, Niagara Way, Bellville - 7536
WEBSITE
https://www.optimumgroup.co.za
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Request for Medical Aid Brokers. - medical aid Female 30 years old just want to take a medical aid as I'm earning
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