About Us
We take our role as “truth finders” for our clients very seriously. We rigorously review and interrogate our clients’ wealth management and employee benefit arrangements as well as any new ideas or value propositions presented to our clients by service providers.
Meet Our Advisors
Optimate Financial Solutions prides itself on employing professionally qualified and experienced staff that have complementary areas of specialisation. Our senior team have combined industry experience of more than 60 years in the fields of product development, individual advice, retirement fund advice, legal, compliance and administration services.
With 10 degrees and 5 diplomas between them, our senior team are suitably qualified to provide Optimate clients with well researched advice and support in an ever changing regulatory and market environment.
Our people continuously challenge conventional industry approaches and look broader than the usual market to find solutions to our clients’ needs.
Lihle Ntshangase
Employee Benefits Consultant
Lihle completed a BCom (majoring in Finance and Marketing). She is a Certified Financial Planner (CFP). Her strength lies in her exceptional people skills, relationship building and interaction with large complex funds.
Gareth Taylor
Financial Advisor
Gareth has a BCom Finance (Hons). He previously worked at a large investment bank and in a boutique finance house. He combines corporate experience with an entrepreneurial flair to provide planning solutions for individual clients.
Leon Leeuwner
Financial Advisor
Leon is a registered financial and healthcare planner with 20 years experience. He believes in a customer centric approach and focuses on portfolio planning and wealth management with an ability to analyse and create bespoke solutions for individuals and corporate clients.
Alison Hansen-Watkins
Healthcare Advisor
In the healthcare industry since 1991, Alison is accredited with the Council for Medical Schemes. She is a proficient intermediary between medical schemes, employers and individual clients, and will analyse and assist clients in making the best choices.
Anita Maistry
Administrator
Lihle completed a BCom (majoring in Finance and Marketing). She is a Certified Financial Planner (CFP). Her strength lies in her exceptional people skills, relationship building and interaction with large complex funds.
Brenda Mnunu
Retirement Benefits Counsellor
Brenda is a teacher by qualification. She has been in the Financial Services Industry for several years and has worked in various tiers and positions within the Employee Benefits sector. She is passionate about member education and developing client relationships.
Nick Meiring
Special Projects Manager
As Special Projects Manager, Nick is involved in all aspects of the company including marketing and communications, compliance, Employee Benefits consulting, and financial advice. His social science background and inquiring mind make him ideal for this role.
Sharon Kircher
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Hayley Dyche
Charmaine Lombard
An Employee Benefits Fund Supervisor, having served in the retirement funds industry for 27 years. Charmaine is involved in all aspects to do with the administration of Funds, queries, balancing, checklists and attending client meetings. Her accounting background and attention to detail make her a perfect fit for the Administration role.”
Searle Govender
Contact Us Today
info@ofs.co.za
011 234 1883
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