Learn from Industry Experts

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

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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.

Our Most Popular Courses

Basic Financial Skills

The first part of the journey to financial fitness starts with basic budgeting and debt management skills.

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Financially Fit

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

Enroll Now

Retire Fit

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

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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.

Individual Wealth Management

Optimate Financial Solutions specialises in helping our clients achieve financial peace of mind. Through intimate relationships, we understand you, your family & uncover your financial goals allowing us to plan for your success.

Financial Solutions for Employees

Retirement Benefits Counselling and advice to retirement fund members and employees to ensure their financial fitness over the long-term employment journey.

Employee Benefit Solutions

At Optimate Financial Solutions, we believe that the primary role of the employee benefits consultant is that of a strategic advisor to assist the client organisation in the formulation of its employee benefits strategies; the integration thereof in the broader remuneration and rewards strategies; and as partner in the co-ordination and implementation of these strategies to employees.

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 is 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.

Time

09:00

Date

22 August 2024

I Made It is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 45 and 60 years of age when you have achieved the peak in your career with all you have accomplished.

Time

12:00

Date

22 August 2024

What Our Clients Have to Say

Optimate earned my trust through considered, balanced and informed advice that they have consistently given me over the years. I have the utmost confidence in their ability to help my family and I plan for our future.

Anthony Garstang

I retired eight years ago from a financial institution. Optimate invested my pension funds into the right portfolios and I am very happy. My investment is growing despite earning a monthly pension.

Colleen Carls

Professional advice on finances, managing our investments and keeping us updated on portfolio values. Optimate display honesty all the way and communicate all the time. Shows benefits of investing wisely to have a better future.

Lynn Tshetane

Professional advice and excellent service with a personal touch.

Juandre Human