Learn from Industry Experts

Become financially fit, do our online courses presented by Certified Financial Planners to start the journey to financial wellness.

Financial Basics

Start the journey to fitness with basic budgeting and debt management skills.

Financially Fit

Understand your life stage and the financial skills to build your long-term financial fitness

Retire Fit

Prepare for retirement and make the right moves to finish strong and retire financially fit.

Starts 1 September 2024

Two-Pot Retirement Savings

Find out more about how the new system will affect your retirement fund savings.

Our Most Popular Courses

Retire Fit

In the last 10 years of your career, you should start thinking about the next adventure, your retirement.

Financial Solutions from the Professionals

Optimate Financial Solutions is an independent and accredited financial services company that offers specialist advice and intermediary services to both individual and corporate clients. ​

Our Clients

Benefit, Risk, Investment and Member Services 34 members R1.3m assets under management.

Benefit, risk, investment and member services for 178 members and R172 million in assets under management.

Benefit, risk, investment and member services for 502 members and R386 million in assets under management.

Benefit, risk, investment and member services for 78 members and R15.1 million in assets under management.

Benefit, risk, investment and member services for 25 members and R775 515 in assets under management.

Benefit, risk, investment and member services for 23 members and R11.3 million in assets under management.

Benefit, risk, investment and member services for 31 members and R1.6 million in assets under management.

Benefit, risk, investment and member services for 376 members and R57 million in assets under management.

Stand-alone Provident Fund for 130 members and R107 million in retirement funds

Stand alone Provident Fund for 275 members and R286 million in retirement funds

Principal Officer Services for 100 members and R24 million in assets under management

Benefit, risk, investment and member services for 551 members and R144.8 million in assets under management

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The Next Adventure

A presentation in the Financially Fit Series for clients who are between the ages of 55 and 65 years of age. In the last 10 years of your career, you should start thinking about the next adventure, your retirement.

Climb the Ladder

A presentation in the Financially Fit Series for clients between the ages of 19 and 34 years of age. Now is the time to take control of your finances by developing good habits and starting to put the building blocks in place that will afford you the lifestyle you want.
 

09:00

21 November 2024

12:00

21 November 2024

What Our Clients Have to Say