Insights
Stay in the loop
Nov 13
Why all financial advisers need to think more holistically about their clients
Over the past few months, I have spent a lot of time talking to different companies in regards potential roles I may take up. What I learned from all my visits, is that each company does things slight...
Continue reading
Oct 25
Dealing with market volatility and uncertainty
It is with great exhilaration that today Optima Wealth is born. The purpose of the company is that “we enable choices”. How? We provide the discipline of prudent advice to protect wealth and better en...
Continue reading
Free consultation