Optima F & I (Finance and Insurance) Specialist Services

Personal and commercial asset finance has become increasingly complex, requiring specialist knowledge and expertise.  Our access to diverse finance options ensure clients of a simplified and effective process to facilitate their finance goals.

Having access to various banks, finance and insurance companies, our specialists provide clients with unbiased advice, treating their wealth with as much care as they would their own. They place great value in service quality and efficiency.

Optima Financial and Tax Solutions Mpumalanga (Head Office)

Previously known as Beta Business and Tax Solutions, the Mbombela (Nelspruit) office was established in 2010 and later rebranded to Optima Financial and Tax Solutions in 2014, further also establishing the head office to the Optima Group.

This professional accounting and tax practitioner firm, provides various accounting, bookkeeping, financial management and taxation services across the Mpumalanga province and prides itself in delivering both personal and high-level professional service to its clients.

Optima Financial and Tax Solutions Gauteng

Established in 2016 with its offices based in Pretoria, this professional accounting and tax practitioner firm provides bookkeeping, financial management and taxation services to business, business owners and taxpayers in the Gauteng region.

The Pretoria branch also deals with all complex South African Revenue Services (SARS), Workman’s Compensation and Department of Labour matters due to the head offices of these Government entities also being based in Pretoria.

Optima Secretarial and Administration Services

Is your paperwork taking up too much space and time to handle? We offer a document storage solution that meets your needs, and your budget. Whether you only need safe and secure storage of your documents, or 24/7 access to your electronic copies of your documents, we have the solution for you.

Your physical documents will be securely stored, with additional options such as electronic scanning, and even encrypted and password protected cloud storage with 24/7 access to your documents in the comfort of your own home or office!

We also handle all trust, estates and CIPC registration and administration services.


Optima has formed strategic alliances with several specialist service providers throughout South Africa, who further strengthen our team with their industry-specific expertise and services. These specialist service providers have been carefully selected to ensure that they can maintain the same high-level of service that we at Optima seek to provide to our clients.

Services rendered by our partners, include:

  • Audit and assurance services;
  • Business franchising and trademark registration services;
  • Estate planning, drafting of wills and testaments and legacy protection services;
  • Commercial employee benefits and financial planning;
  • Personal financial planning;
  • Legal services for growth-focused businesses, including contract drafting, compliance, transaction structuring, labour law and business advisory services;
  • Legal services relating to property and bond registration services, debt collecting, family and labour law issues; and
  • Immigration services to foreign clients seeking South African residency.