Optimal Financial Planning

General information

Building awareness of our profession in planning your financial prosperity!! We are putting together a page to bring you market insights as well as interesting information from our industry.

The practice consists of two directors, Dillon and Glen Hare-Bowers, who have both passed their representatives and key individual exams which are mandatory by June 2012 to practice in the industry. The practice also has a dedicated short term insurance department which is run by Sharon Battison who has also passed her representative exam. The practice is held together by our competent administration staff - Lou Hare-Bowers, Vyv Willmott and Lynn Kotze.

We are able to assist and advise with regards to investment, retirement and estate planning. We hold contracts with Old Mutual, Sanlam, Liberty and Discovery. We are also able to quote through Mutual & Federal as well as Santam on short term insurance.
We assist with the drafting of client's wills through Morkel & de Villiers and tax through Germishuys & Zandstra inc. - both local companies to the Somerset basin.

Financial Services Board Licence No. 13245
Optimal Financial Planning is an Authorized Financial Services Provider in terms of the FAIS Act. The information contained in this communication, including attachments, is not to be construed as advice in terms of the Finacial Advisory and Interrmediary Services Act of 2002.