Optimum Financial Services Group
Samantha Theron is a seasoned financial professional with extensive experience in financial advisory roles and finance management. Currently serving as a Financial Advisor at Optimum Financial Services Group since September 2017, Samantha previously held similar positions at PPS Financial Planning from October 2014 to August 2017. Prior to these advisory roles, Samantha gained valuable experience as an F&I Manager at Malmesbury Motors Mercedes-Benz from September 2012 to August 2014 and at Sandown Group from September 2006 to August 2012. Academic credentials include a National Certificate in Financial Planning and Services from CKP Development Agency in 2016 and a degree in Internal Auditing from the Central University of Technology, Free State, completed between 2002 and 2004, along with a Matriculation from Northern Cape High School, obtained in 2001.
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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.