Optimal Financial Planning

Optimal Financial Planning Financial Planning & Wealth Management 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 Sharo

n Battison who has also passed her representative exam. The practice is held together by our competent administration staff - Lou Hare-Bowers, Vyv Willmott, Lynn Kotze & Kim Ishchenko. 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.

As a family owned practice we endevour to build wealth for current and future generations. We see our current blend of p...
10/06/2021

As a family owned practice we endevour to build wealth for current and future generations. We see our current blend of portfolios to be absolutely correctly positioned in these volatile times.

Glen Hare-BowersDirector/ Key Individual (US. Post Grad DIP Financial Planning)Glen has been in the Financial industry f...
10/06/2021

Glen Hare-Bowers
Director/ Key Individual (US. Post Grad DIP Financial Planning)

Glen has been in the Financial industry for nearly 13 years. He offers the highest levels of client servicing and has built strong relationships with all his clients. Glen has a good knowledge of the industry and his strategic ability and insight of our client’s needs takes priority.

Optimal Financial Planning - Specialists in Wealth Management, Financial Planning, Investments, Investing & Short Term Insurance. Cape Town, Somerset West, South Africa www.optimalfp.co.za

Meet Dillon Hare-BowersCEO/ Key Individual (B.COMM.; CTA)Having been in the Financial Industry for 28 years, Dillon is w...
16/09/2020

Meet Dillon Hare-Bowers
CEO/ Key Individual (B.COMM.; CTA)

Having been in the Financial Industry for 28 years, Dillon is well equipped to offer sound financial advice regarding local and global investments. Since starting Optimal Financial Planning in 2003 he has developed the business into a successful and professional practice.

Optimal Financial Planning - Specialists in Wealth Management, Financial Planning, Investments, Investing & Short Term Insurance. Cape Town, Somerset West, South Africa www.optimalfp.co.za

Our family practice consists of specialists in Wealth Management, Financial planning & Short Term Insurance. To find out...
25/08/2020

Our family practice consists of specialists in Wealth Management, Financial planning & Short Term Insurance. To find out more you can visit us at www.optimalfp.co.za

Do you know that Investec Asset Management has changed its name to Ninety One Asset Management. This next generation pla...
04/08/2020

Do you know that Investec Asset Management has changed its name to Ninety One Asset Management. This next generation platform simplifies and enhances our business to help deliver the best financial planning for our clients.

Optimal Financial Planning - Specialists in Wealth Management, Financial Planning, Investments, Investing & Short Term Insurance. Cape Town, Somerset West, South Africa www.optimalfp.co.za

Our office is closed but we are still working remotely. Our contact details remain the same. For any queries big or smal...
29/07/2020

Our office is closed but we are still working remotely. Our contact details remain the same. For any queries big or small please don't hesitate to contact us. We hope you are keeping safe and healthy in these uncertain times.

Optimal Financial Planning - Specialists in Wealth Management, Financial Planning, Investments, Investing & Short Term Insurance. Cape Town, Somerset West, South Africa www.optimalfp.co.za

We are still operating remotely, please feel free to contact us as our communication methods remain the same as before.O...
27/04/2020

We are still operating remotely, please feel free to contact us as our communication methods remain the same as before.

Optimal Financial Planning - Specialists in Wealth Management, Financial Planning, Investments, Investing & Short Term Insurance. Cape Town, Somerset West, South Africa www.optimalfp.co.za

Address

Unit 3, Pastorie Park, Cnr. Reitz & Lourens Street
Somerset West
7130

Opening Hours

Monday 08:30 - 15:30
Tuesday 08:30 - 15:30
Wednesday 08:30 - 15:30
Thursday 08:30 - 15:30
Friday 08:30 - 13:00

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