Optimum Financial Services Group
Gawie Le Roux is an experienced financial professional currently serving as a Financial Advisor at Optimum Financial Services Group since March 2024, specializing in Life, Risk, and Investment solutions. Previously, Gawie held key financial management roles, including Finance Manager at Senso Health, overseeing financial and operational management, and Finance Manager at Agility Health, where responsibilities included preparing financial reports for medical scheme clients. Gawie has also served as Head of Operations at Agility Insurance Administrators, focusing on operational functions and reporting. Additional experience includes being a trustee for the Bathabile Provident Fund and roles at Discovery Limited, The Vitality Group Inc., and Discovery Health, where Gawie built a solid foundation in finance and accounting. Gawie holds a Class of Business Training degree in Financial Planning and Services from the Moonstone Business School of Excellence and several finance-related qualifications from the University of South Africa.
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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.