Top class solutions for life insurance, investments, group schemes, medical aid, short-term insurance, wealth management, employee benefits, trust and estate planning services and risk management.
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Maak gebruik van die belastingvoordeel voor 28 FebruarieDie spesifieke doel van jou aftreefonds is vanselfsprekend om toe te sien dat jy op ‘n punt in jou lewe kan kom waar jy rustiger kan word, en as jy werklik gelukkig is, kan jy dalk selfs aftree. Hierdie groep...
You might ask, ‘Why is it important to have a valid Will in place?’, but the question should rather be, ‘Why approximately 86% of South Africans do not have valid Wills?’ Some would blame the discomfort of sharing such personal information with those individuals...
The most important aspect of an individual's portfolio, but often not included in one's portfolio. Income protection is truly a must-have in terms of key risk benefits. Income protection is a long term insurance risk benefit which provides the insured individual with...
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Opulentia originally founded Pearl Brokers and was established in 2006 by Jacques van der Walt and Ignatius van Niekerk. Jacques van der Walt already had more than 9 years’ experience as a financial advisor with Old Mutual bringing a wealth of knowledge in the field of Long-term Insurance (Life), Investments & Health Benefits. Shortly thereafter in 2008, Vosloo Pienaar joined the team, after working for Alexander Forbes for over 12 years, specialising in Personal & Commercial Short-term Insurance.
In 2012 the name Pearl Brokers changed to Opulentia Financial Services. Opulentia is the Latin translation for “Wealth”. Thus a brand was born.
Opulentia Financial Services has contracts with most of the big service providers in the insurance industry to ensure that our clients get the best cover available in the market.
At Opulentia you can always be assured of top-class solutions for Life-Insurance, Investments, Group Schemes, Medical Aid, Short-Term Insurance, Wealth Management, Employee Benefits, Trust and Estate Planning Services and Risk Management. Opulentia Financial Services has financial solutions for you and your company.
Client Service Philosophy
Opulentia is committed to providing a high standard of professional service. Opulentia will accordingly:
- Render services honestly, fairly, with due skill, care and diligence
- Pay due regard to the interests of clients
- Pay due regard to client information needs and communicate information to clients in a way that is factually correct, clear, concise, fair and not misleading
- Avoid conflicts of interest or ensure Opulentia can manage them fairly and disclose such conflicts to the client
- Provide information timorously and expeditiously to afford the client the opportunity to make an informed decision
- Take reasonable care to establish and maintain systems and controls appropriate for our business
- Deal with client information in a confidential manner
- Ensure to have the office capability to perform quality service to all our clients
Broad Based BEE status: Level 1 contributor
At Opulentia you can always be assured of top class solutions for Life-Insurance, Investments, Group Schemes, Medical Aid, Short-Term Insurance, Wealth Management, Employee Benefits, Trust and Estate Planning Services and Risk Management. Opulentia Financial Services has financial solutions for you and your company...
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