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Optimum Financial Services Bellville  

Optimum Invest & Optimum Professional Financial Planning - Holistic approach on wealth planning
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  • pro verified Pro Verified
  • 7 Years in Business
  • -- Employees

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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

Work Focus

Business Hours

MON

Closed

TUE

Closed

WED

Closed

THU

Closed

FRI

Closed

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
http://www.optimumgroup.co.za Claim ListingReport Error
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