Optima Members

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 (franchised professional accounting practices)

The head office of this franchised professional accounting practices was previously known as Beta Business and Tax Solutions and is based in Mbombela (Nelspruit), Mpumalanga. Beta Business and Tax Solutions was established in 2010 by founder and group managing director, Vincent Berends (CA) SA. Beta Business and Tax Solutions was rebranded to Optima Financial and Tax Solutions in 2014, as part of the founder’s vision to expand the unique business model on a national scale through franchising.

Our professional accounting and tax practitioner firms, provide various accounting, advisory, bookkeeping, financial management, payroll management and taxation services across the South Africa and pride itself in delivering both personal and high-level professional service to our clients.

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.

Our Strategic Alliance Partners

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.
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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

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