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Employee Benefit Clients

Optimate Financial Solutions has a diverse client base that includes large funds with more than 20 000 members, medium sized standalone funds as well as smaller umbrella fund clients (100-200 members).

Our consulting team has advised  to a long list of large clients over the last 18 years. This is a list of our more recent engagements:[/vc_column_text][tc_client_wrapper nav_controls=”tc-only-buttons”][tc_client_item image=”1444″ heading=”Altron Group”]Appointed Retirement Consultants and Member Services for  over 5 000 members and R5,9 billion in assets under management.[/tc_client_item][tc_client_item image=”131″ size=”thumbnail” heading=”Kimberly-Clark”]Benefit, Risk, Investment and Member Services for 675 members and R528 million in assets under management[/tc_client_item][tc_client_item image=”135″ size=”thumbnail” heading=”Dis-Chem”]Benefit, Risk, Investment and Member Services for 16 800 members and R1.7 billion in assets under management[/tc_client_item][tc_client_item image=”3544″ heading=”Aberdare Cables”]Benefit, Risk, Investment, and Member services for 153 members and R295 million in assets under management.[/tc_client_item][tc_client_item image=”2177″ heading=”University of KwaZulu Natal”]Principal Officer Services for  3 800 members and R4.3 billion in assets under management[/tc_client_item][tc_client_item image=”2128″ heading=”KZN Municipal Pension Fund”]Risk and Investment advice for 24 000 members and R22.5 billion in assets under management[/tc_client_item][tc_client_item image=”3961″ heading=”National Bioproducts Institute NPC”]Stand alone Provident Fund for 263 members and R227 million in assets under management.[/tc_client_item][tc_client_item image=”2182″ heading=”AutoX”]Benefit, Risk, Investment and Member Services for 465 members and R142 million in assets under management.[/tc_client_item][tc_client_item image=”431″ size=”medium” heading=”SASA Pension Fund”]Principal Officer Services for 1 member and R24 million in assets under management.[/tc_client_item][tc_client_item image=”2167″ heading=”SGB-SMIT POWER MATLA”]Benefit, Risk, Investment and Member Services for 171 members and R131 million in assets under management.[/tc_client_item][tc_client_item image=”132″ heading=”Select PPE”]Benefit, Risk, Investment and Member Services for 375 members and R57 million in assets under management.[/tc_client_item][tc_client_item image=”2121″ heading=”Mediaverge”]Benefit, Risk, Investment and Member Services for 18 members and R1.3 million in assets under management.[/tc_client_item][tc_client_item image=”2175″ heading=”West Rand Dialysis”]Benefit, Risk, Investment and Member Services for 34 members and R1.5 million in assets under management.[/tc_client_item][tc_client_item image=”3540″ heading=”Plennegy”]Benefit, Risk, Investment and Member Services for 387 members and R346 million in assets under management.[/tc_client_item][tc_client_item image=”3949″ heading=”Cobra Petro Projects”]Benefit, Risk, Investment and Member Services for 23 members and R8.7 million in assets under management.[/tc_client_item][tc_client_item image=”3951″ heading=”UCL”]Benefit, Risk, Investment and Member Services for 137 members and R137 million in assets under management.[/tc_client_item][/tc_client_wrapper][vc_column_text]

Individual Clients

We also offer tailor made solutions to our individual clients.

We ensure that your family and business will be financially protected should something unforeseen happen to you.

Our personal clients are business owners, entrepreneurs, employed and self-employed individuals who have secured the future of their business and their families with us. We have a 97% client retention rate, look at what some of them have to say about us:[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][tc_testimonial style=”tc-testimonial-box” bg_color=”#e2e2e2″ name_color=”#78b64d” limit=”9″ order=”ASC”][tc_spacer_wide width=”20px”][/vc_column][/vc_row][vc_row][vc_column][/vc_column][/vc_row]