Risk Assesment & Investment

  • Life assurance represent all major role players
  • Short term insurance through our specialist partner
  • Estate planning through specialist advisors
  • Investments done according to clients needs and risk profile
  • Tax planning for individuals, companies, trusts and close corporations
  • Pension funds for small to medium business
  • Group schemes

Midrand


CEO - Louwrens Smith

Director - Jan Nel

Director - Braam Els

 


 


 

  • Consultants:

Midrand

  • Willie Odendaal
  • Jean Pieters
  • Marinus Lourens
  • Martin du Toit
  • Hardus Croucamp
  • Werner Swanepoel
  • Johan Ackerman

Bloemfontein

  • Barries Conradie

Upington

  • Jannie van der Merwe (Director)

Harrismith

  • Jan van Dyk

 

 

 

 

 

 

 

 

 

 

  • Office Manager:

Robin Smith

 

 

 

 

 

 

 

  • Coordinator:
  • Kobus Herholdt

 

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Optimum - Risk & Investments