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Our Services

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Our Services

THE OPTIMATE GROUP offers an extensive range of financial solutions to the international and Southern African markets.

Our Services

THE OPTIMATE GROUP offers an extensive range of financial solutions to the international and Southern African markets.

INVESTMENT CONSULTING

We focus on constructing your all-season bespoke portfolio to meet your current and future needs in a constantly changing world. We design the client’s road map and formulate the correct strategy for the best desired outcome. We all plan to retire with sufficient money one day, we can help you to get there! As liquidity and growth go hand in hand, we developed an investment philosophy we refer to as the Three Silo approach.

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FINANCIAL PLANNING

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.

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INDEPENDENT PRODUCT DISTRIBUTION

Increased regulation has brought more transparency to the world of financial services. The value proposition of a financial advisor is what will define their future roles with educated clients. Robo-advice, direct marketing, lower commissions and fees, and default options by the Retirement industry, will further challenge and define the relevance of a financial advisor. The quality of advice and service, regular contact, and professional support will be minimum requirements by clients and increase the cost to continue managing an effective, relevant, and profitable practice.

Outsourcing of certain roles, responsibilities, and services has grown in popularity internationally.

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OUTSOURCED ADMINISTRATION & INTERACTIVE CLIENT PORTAL

With the internet of all things on our doorstep, and clients truly becoming world citizens with families living across the world, electronic communication, processing, and e-advice services has become a reality for young and old. With the Covid 19 pandemic resulting in a world-wide lockdown of people, these realities have been forced on all of us sooner. Optimate developed processes, guidance, and assistance for both brokers and their clients to communicate and interact more efficiently in this new world in which the way we work and communicate with each other has changed forever. Optimate is focused on developing and improving Efficiencies with regard to administration processes, client communication, and reporting, and data management.

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