Company

Optima Financial Advisors

Financial Services Port Elizabeth, Eastern Cape, Za 6 employees

Employees: 6
Contacts: 1
Emails: 1

optimafa.co.za LinkedIn

Optima Financial Advisors Overview

Headquarters: Port Elizabeth, Eastern Cape, Za
Website: optimafa.co.za
Industry: Financial Services
Employees: 6
Founded: 1987
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Services RISK PLANNING ESTATE PLANNING INVESTMENT ADVICE RETIREMENT PLANNING TAX PLANNING PENSION FUNDS PROVIDENT FUNDS GROUP RISK SCHEMES FIDUCIARY SERVICES ESTATE ADMINISTRATION

About Optima Financial Advisors

Optima Financial Advisors has a lengthy track record of providing truly independent advice. Advice that is uninhibited by any institutions or external shareholders. This affords us the ability to maintain a dynamic process and solution, changing quickly and efficiently as one’s needs may change. The advice given is formulated on the foundation of a comprehensive financial plan and analysis of each client’s current and future needs. Furthermore, Optima is an owner-managed business and as such our client's livelihood is closely aligned with that of our own. In a global environment where service is becoming increasingly less personal, we continue to remain focused on protecting this for our clients.

Optima Financial Advisors Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Optima Financial Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Anya Starbuck	Attorney (Admitted Conveyancer & Notary), Estates Administrator and Paraplanner at Optima Financial Advisors		View
Harry Van Heerden	Director		View
Jessica Price		Port Elizabeth Metropolitan Area, South Africa	Email
Arlene Krebs	Insurance Administrator	Port Elizabeth, Eastern Cape, South Africa	View