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VerifiedFinancial Services· Founded 1982

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.

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Employees113(201 to 500)Founded year1982Websiteoptimumgroup.co.zaLinkedIn profileLinkedIn

Verified contacts

86

available on Kipplo

LinkedIn employees

113

201 to 500 range

Open roles

no listings

Distinct roles

57

indexed titles

Tech stack

4

tools in use

Monthly traffic

organic / mo

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86 contacts with verified email or phone · masked until revealed.

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Top roles at Optimum Financial Services Group

57 distinct titles indexed · top 10 shown.

  • 19financial advisor
  • 4broker assistant
  • 2brand manager
  • 2financial planner and wealth manager
  • 2independent financial advisor
  • 2personal financial planner
  • 2senior underwriter
  • 2short-term insurance broker
  • 1accountant
  • 1administration assistant
  • +47more titles

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