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About Us

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We offer solutions to all your financial needs.

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

We offer solutions to all your financial needs.

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

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.

“Together, withstanding the test of time.”

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