fbpx

FINANCIAL SERVICES

d
d

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.

d
d

CONTACT US

BLOG

Our latest news

The Basics of Income Protection Benefits Explained

The Basics of Income Protection Benefits Explained

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...

What is the difference between medical aid and medical insurance?

What is the difference between medical aid and medical insurance?

We entered this year with high hopes, and no one could ever have predicted that so much can change in just one year. With the media headlining COVID-19 and the destruction that follows this pandemic we are all left fearing the future and reassessing our expenses,...

July is National Savings Month

July is National Savings Month

The Savings Institute of South Africa has designated July as the annual “Savings Month” on the South African calendar. The purpose of this initiative is to challenge consumers to strive towards living within their financial means and to reinforce savings habits....

STAY UP TO DATE

Join our newsletter by providing us with your details.

ABOUT 

there is more to us

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

CONTACT

Get in touch

PARTNERS

ABOUT

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...

PARTNERS

LIBERTY • MOMENTUM • HOLLARD • DISCOVERY • OLD MUTUAL • SANLAM • ALEXANDER FORBES • ALTRISK • CIA • CIB • KING PRICE • KEU • HIC • ONE SURE • NEW WHEELS • MUTUAL & FEDERAL • PPS • RENASA • RISK GUARD • BRYTE • SAFIRE • MERX HCV • WESTERN • SANTAM • STILUS • THATCH • VAPS HCV • F&I • FRONTLINE • EXECULINE • CYCLE SURE • CORPORATE SURE • CAPTIVE • CROSS COUNTRY • ASSURANT • AUTO GENERAL • AIRSPACE AFRICA • CAMARGUE • BNB SURE

© Opulentia 2019 | Privacy Policy | TSD Group

Silverlake Trading 305 (PTY) LTD t/a Opulentia is an authorized financial service provider Fsp no. 34437