Corporate & Personal Financial Planning

Finances

Our commercial and personal financial planners will ensure you and your staff are well looked after post retirement, as well as financially secured in the misfortune of the untimely death of a business partner or key personnel.

They further provide our clients direct access to best advice regarding long-term investment, retirement plans, medical insurance and financial planning, ensuring your financial wealth is secure and set for growth.

LET US ASSIST YOU
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BUSINESS ADVISORY
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BOOKKEEPING
Will and Testaments
WILLS & ESTATES
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FINANCIAL REPORTING
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LEGAL SERVICES
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TAXATION SERVICES

WHAT OUR CLIENTS SAY

“Ever since we started working with Optima, all our financial stress disappeared. Service excellence and fastest service I have ever had, the team gets it done prompt, fast and accurate.”
DrinkToCosta
“We are extremely blessed that we have such professional and competent accountants as Optima in our business and personal lives. They really go “the extra mile”. Their team strive for client satisfaction, and nothing is too big or small for them. We can relax knowing that our business is in good hands.”
IT Vision
“Our relationship with Optima is priceless. They get back to me with answers that are accurate and appropriate for our business relationship. They take a personal interest in our business, and treat our business as if it is their own.”
Silvi Pro

NEWS & EVENTS