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For four decades THE OPTIMATE GROUP has assisted
families to grow and preserve their wealth.

PROFESSIONAL

For four decades THE OPTIMATE GROUP has assisted
families to grow and preserve their wealth.

TRUST

For four decades THE OPTIMATE GROUP has assisted
families to grow and preserve their wealth.

INNOVATIVE

For four decades THE OPTIMATE GROUP has assisted
families to grow and preserve their wealth.

PERSONAL

For four decades
THE OPTIMATE GROUP
has assisted families to grow and preserve their wealth.
PROFESSIONAL
For four decades
THE OPTIMATE GROUP
has assisted families to grow and preserve their wealth.
TRUST
For four decades
THE OPTIMATE GROUP
has assisted families to grow and preserve their wealth.
INNOVATIVE
For four decades
THE OPTIMATE GROUP
has assisted families to grow and preserve their wealth.
PERSONAL

We offer solutions to all your financial needs.

Focused on developing dynamic solutions for both clients
and brokerages to manage their assets, wealth,
and estate more efficiently.

We offer solutions to all your financial needs.

Focused on developing dynamic solutions for both clients and brokerages to manage their assets, wealth, and estate more efficiently.

The Optimate Group consists of companies focused on developing dynamic solutions for both clients and brokerages to manage their assets, wealth, estates and practices more efficiently.

Through the development of an interactive client portal, with access to outsourced industry-leading support services, we assist both Brokers and their clients to achieve prosperity.

In a world of connectivity, globalization, and increased complexity, our products and services simplify advice, administration, and service saving time to focus on more client care.

Our management team collectively has over a century of experience in the Financial Services industry. We are proud to have partnered with leading South African product providers to offer clients and brokers dynamic and bespoke solutions. Preserving & building wealth are the foundations on which the group continues to lead the financial industry into modernity.

We understand the needs of our clients and build tailor-made solutions that stand the test of time.

Our Philosophy

The Optimate philosophy is to empower our stakeholders to make sound financial decisions regarding their financial management through the provision of tools, resources, and personal advice on their journey to financial freedom.

Financial freedom can only be achieved when an individual has a clear understanding of their current financial status, know where potential shortfalls are, and have a road map in place to assist them in achieving their objectives. We specialize in guiding and assisting our clients through their different life stages up to and after retirement and thus contribute to their overall financial independence.

Growing and protecting your wealth successfully is a process that begins with sound financial advice. It should cover every aspect of your finances,
from financial review, savings, investments, and tax benefits, to debt, insurance, retirement, and estate planning.

We assist our clients to strategically build a roadmap to financial freedom.  As a licensed independent financial services provider, we provide solutions from trusted product and service providers. suppliers.

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”

Investment Solutions for Clients

Bespoke wealth solutions for individual investors.

Solutions for Advisors

A network of independent brokers.

Make an Appointment