Optima Brokers has a lengthy track record of providing truly independent advice. Advice that is uninhibited by any institutions or external shareholders. This affords us the ability to maintain a dynamic process and solution, changing quickly and efficiently as one’s needs may change. The advice given is formulated on the foundation of a comprehensive financial plan and analysis of each client’s current and future needs.
Holistic advice would include, but is not limited to, the following:
1. Risk planning
2. Estate planning
3. Investment advice – local and abroad
4. Pension/ Provident advice
5. Tax-Free Investments
6. Fiduciary planning
Furthermore, Optima Brokers is an owner managed business and as such our clients livelihood is closely aligned with that of our own. In an global environment where service is becoming increasingly less personal, we continue to remain focused on protecting this for our clients.