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Investment minimums

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Edwin Page

I’ve been in the investment and insurance industry since 1993 and pride myself on always being honest with my clients, putting their needs first, and a high standard of service. The most important part of my work is to ensure that my clients understand their investments and the risks associated with it.

Office Nr. 3, Q-Square, 29 Baring Street, Worcester, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

edwin@o****************o.za

Reveal contact details

Edwin Page

I’ve been in the investment and insurance industry since 1993 and pride myself on always being honest with my clients, putting their needs first, and a high standard of service. The most important part of my work is to ensure that my clients understand their investments and the risks associated with it.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Office Nr. 3, Q-Square, 29 Baring Street, Worcester, South Africa

Get directions

Contact details:

082 XXX XXXX

edwin@o****************o.za

Reveal Contact Details

About

About Optimum Financial Services Group – Worcester

Optimum Investment Group’s tailored investments are based on the belief that everyone is unique, and their investments should be too. We consider your personal risk profile and are committed to the multi-management approach, which helps to diversify your portfolio and increase your overall financial wealth. This approach means that our team is dedicated to an active investment and risk-management process within the various layers of multi-managing. Through the precise understanding of each manager’s role, we can provide in-depth manager research and analysis that is constantly monitored to keep our clients at ease.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.