Optimate Financial Solutions was incorporated in 2008 as a Close Corporation and has since traded as a financial services company. In March 2015, Optimate converted to a Private Company (2015/081910/07). Being 100% owner managed means that Optimate is independent, can quickly adapt to client needs and ensures that staff are highly focused on reliable and quality service delivery.

Optimate Financial Solutions is licensed in terms of the Financial Advisors and Intermediaries Services Act, 2002 (FAIS Act) (FSP:20223).

In terms of our license, Optimate Financial Solutions is authorised to provide advice and intermediary services across a broad range of financial products. This allows us to offer a full range of financial solutions to both our individual and corporate clients.

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