Optimate Secured Wealth
Financial Services - Roodepoort, Gauteng, South Africa
Optimate Secured Wealth Employees
Optimate Secured Wealth Details
We are an administrative sales and service office for Financial Planners, our main goal is to deliver top level services to self-employed, professionals & employee benefits. We do a holistic estate plan including all assets and liabilities and financial needs. We make sure you will, beneficiaries and estate plan link up and calculate estate duty and all costs involved.We specialize in the administration of Investment planning, Retirement planning and Estate planning.Our main focus is on self-employed and corporate employees who expect high quality service, also integrity and trust with holistic advice and personal relationships is our main priority.
