Optima Brokers

Specialist Financial Planning

About Us

Optima Brokers is an independent financial planning firm, based in Port Elizabeth in the Eastern Cape. The business was founded by Peter Fenix in 1987, having already firmly established his career in the financial services industry some 20 years prior to this. Optima provides specialist financial planning to clients across the country, with a following in all of the major centres. The business is intent on remaining both independent and of a size that does not detract from personalised service.

Our Stable

Peter Fenix (Founder)

01 February 1939 – 11 January 2017

Peter Fenix founded Optima Brokers in 1987 after being in the investment and assurance industry since 1966. Peter was an icon in the financial industry, having been a member of the Million Dollar Round Table since 1971 and being qualified in the inaugural year of Top of the Table in 1977 and annually thereafter. Optima Brokers will continue to uphold Peter’s legacy of integrity, commitment, honesty, and most importantly his ability to put his clients’ interests above his own.

Grant Jennings

After completing his National Diploma in Marketing in 1995 at the PE Technikon, Grant joined Guardian National as a marketing consultant from 1997 to 2001. He then joined Appleton as a broker consultant for 3 years. In February 2003 he joined Advanced Wealth Management as a consultant before joining Momentum Life in August 2003 as a Broker Consultant. He started at Optima Brokers on the 1st of September 2005 as a representative and has recently completed his CFP. Grant became a director of Optima Brokers in 2010 and is a key individual.

Harry van Heerden

Harry started in the insurance industry as a broker consultant at Protea Life in 1996 and two years later joined Commercial Union. He was also a broker consultant with Fedsure from 1999 until he joined Optima Brokers on the 1st of September 2001. He completed his CFP successfully in 2003 and has been a director since then. He too has a client base spread throughout South Africa and has been a member of the Million Dollar Round Table since 2004 and Top of the Table since 2006.

Jessica Price

Jessica began her career in the legal profession working at Pagdens Attorneys in Port Elizabeth. After being admitted as an attorney in 2013, she decided to start a career in finance. She completed her CFP through the University of Free State in 2013 and has been a member of the Financial Planning Institute since 2014. Jessica joined Optima Brokers in May 2014.