Optimum Financial Services Group
Erica Maree has extensive experience in the financial services industry, currently serving as a Financial Advisor at Optimum Financial Services Group since March 2016, focusing on risk and retirement planning, investments, and medical aid. Previous roles included Financial Advisor at Discovery Consulting Services from February 2013 to February 2017, Business Consultant at Discovery GIC between January 2014 and February 2016, and Product Specialist at Investec Asset Management from January 2007 to January 2010. Education was completed at Queenstown Girls High School between 1978 and 1985.
This person is not in any teams
Optimum Financial Services Group
As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions. With your best interest at heart, we will combine superior knowledge with expertise from our professional team and advisors to give you the tailor-made product that will best suit you. Our focus is to develop and protect your wealth by offering superior advice and transparent guidance for the purpose of estate planning, risk cover, investment planning, retirement provision and tax benefits. We also offer professional services in medical aids, legal services and short term insurance with attention to motor and household insurance, and specialised services in commercial, marine, aviation and personal liability insurance. We are equipped with a skilled team of administrative personnel committed to client service making use of the latest high-tech systems. We at Optimum Group set the standard for distinctive and efficient service. The Optimum Financial Services Group is an independent establishment and because there is no shareholding relationship with any life insurance company, bank or other financial services provider, there is no conflict of interest when servicing and advising clients.