Optimum Financial Services Group

Optimum Financial Services Group

Financial Services Pretoria, Gauteng, Za 107 employees
Employees
107
Contacts
3
Emails
3
Phones
1

Optimum Financial Services Group Overview

Headquarters
Pretoria, Gauteng, Za
Industry
Financial Services
Employees
107
Founded
1982
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Optimum Financial Services Group

As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions. With your best interest at heart, we will combine superior knowledge with expertise from our professional team and advisors to give you the tailor-made product that will best suit you. Our focus is to develop and protect your wealth by offering superior advice and transparent guidance for the purpose of estate planning, risk cover, investment planning, retirement provision and tax benefits. We also offer professional services in medical aids, legal services and short term insurance with attention to motor and household insurance, and specialised services in commercial, marine, aviation and personal liability insurance. We are equipped with a skilled team of administrative personnel committed to client service making use of the latest high-tech systems. We at Optimum Group set the standard for distinctive and efficient service. The Optimum Financial Services Group is an independent establishment and because there is no shareholding relationship with any life insurance company, bank or other financial services provider, there is no conflict of interest when servicing and advising clients.

Optimum Financial Services Group Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Optimum Financial Services Group Org Chart

Sample employees and titles
Name Title Contact
Koot Becker Financial Planner at Optimum Financial Services Group
Email Phone
Jean Pieters Financial Planner at Optimum Financial Services Group
Email
Francois Botha, Caia CIO at Optimum Investment Group
Email

Employees by Management Level

Individual contributor 16 profiles
Manager 4 profiles
Associate / junior 3 profiles
Executive 2 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 0
General 1 1 0
Executive 1 1 0

Optimum Financial Services Group Tech Stack

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