Our Most Popular Courses
Basic Financial Skills
The first part of the journey to financial fitness starts 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
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
Join our Live Retirement Benefit Webinars
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.
Time
Date
09:00
21 November 2024
Time
Date
12:00
21 November 2024