Get to know us

Optima Wealth is a proudly independent financial planning business where the focal point of everything we do is and always will be the client.

Optima Wealth represents the pursuit of optimal financial well-being, providing families, individuals and businesses with the guidance, expertise and personalised strategies needed to achieve their lifestyle and financial goals.

Whether you're planning for a secure retirement, to fund your child's education, to build a substantial investment portfolio or you simply don’t know where to start, Optima Wealth is here to guide and partner with you on that journey.

Why Optima Wealth

We have a slightly different view on what financial planning should focus on. Life is not a rehearsal, and every individual has their own hopes and dreams but too often those are put on hold until retirement. Our focus is on ensuring that you love the life you live while still planning for a secure future. To achieve this, we focus on you, the individual, then the planning and then the most suitable products.

We take a holistic approach to your financial plan, and we make use of sophisticated technology combined with our professional and technical knowledge and experience to guide you through life’s stages. Our aim is to provide you with clarity and peace of mind, so you can enjoy your life knowing you have planned effectively for all its stages.

Holistic view

By assessing all aspects of your financial plan, we can give you peace of mind knowing you have optimised your road to a comfortable retirement

Independence

Our allegiance is solely to you and your financial success. We are not bound to any one provider meaning we can offer unbiased advice and solutions that suit you.

Customization

No two individuals are the same, and we recognize that. Whilst the fundamentals of financial planning hold true for everyone, our tailored approach ensures that your financial plan is uniquely designed to meet your specific needs and goals.

Our knowledge and experience as CERTIFIED FINANCIAL PLANNERS® allow us to provide you with leading insights and strategies.

Expertise

Long-Term Partnership

Your financial journey is ongoing, and so is our commitment to your success. We build lasting relationships with clients, providing guidance and adjustments as your circumstances evolve.

James Ferreira

James Ferreira is a seasoned CFP® with a decade of expertise in the financial planning industry. With a passion for helping clients navigate the complex world of wealth management, James is committed to providing personalized financial solutions tailored to each client's unique goals and aspirations.

James was educated at Rhodes University where he obtained a Master of Commerce Degree in Financial Management that focused on fund performance and analysis. While working, James furthered his knowledge by obtaining a Post Graduate Diploma in Financial Planning from the University of the Free State and the CFP® designation through the Financial Planning Institute (FPI).

Beyond his professional achievements, James finds joy in pursuing his passions inside and outside of the office. When he's not immersed in financial planning, you'll likely find him on the golf course, honing his skills and enjoying the challenge of the game. He also cherishes moments spent in the bush, enjoying the calmness of immersing himself in nature and appreciating the wonders of wildlife.

But above all, James values the importance of family and friendships. He treasures the time spent with loved ones, as it brings balance and fulfillment to his life. This deep connection fuels his dedication to building lasting relationships with clients, always prioritizing their financial well-being and empowering them to make informed decisions.

With James as your trusted advisor, you can expect a wealth management experience that combines expertise, passion, and a personal touch. He will work tirelessly to understand your financial objectives and guide you on a path toward financial success.

Join James on this journey and unlock your financial potential with Optima Wealth.