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Aug 05

The value of independent advice

At Optima Wealth, we believe advice starts with you. By understanding where you stand, what you want to achieve and what your intentions, values and objectives are, we're able to build a foundation f...
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Aug 05

Winter Update - for the April to June 2019 quarter.

Our latest three monthly update....
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Jul 03

How to try to beat the market in an "Evidenced Based" way.

There are two main ways that investors can make their money grow. Either they can buy a small part of companies by investing in shares, or they can lend companies or governments money by investing in ...
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Jun 11

Latest S&P Data

S&P data from around the world delivers another crushing blow to active management....
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May 01

Autumn update 2019

Three months ago we reminded readers that quarterly returns can be extremely volatile and that long term investors are best served by resisting the urge to react to short term setbacks. We are now ple...
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Tailoring a solution that ultimately realises your financial ambitions starts by getting to know you.

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Free consultation

Tailoring a solution that ultimately realises your financial ambitions starts by getting to know you.

Get in touch