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Optimal Financial Planning

Optimal Financial Planning

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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

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.

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

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

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

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

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

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

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Location

Somerset West

Category

Financial planner

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Website

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