Optimum Direct Solutions
Optimum Direct is part of the Optimum Financial Services Group, an independent financial services provider.
Optimum Direct exists to serve South African expatriates in the UAE. We offer cross-border financial solutions designed to help you secure your future, both in the Emirates and back in South Africa.
We understand the unique financial challenges faced by South Africans living abroad. That’s why our expert team provides personalised, compliant, and transparent guidance across every stage of your financial journey.
Financial and investment Consulting for South Africans, by South Africans, right here in the United Arab Emirates.
Our Services
Financial Consultancy
We offer personalized financial consultancy to South African expats in the UAE, helping clients structure their finances across borders. Our advice covers budgeting, wealth preservation, estate planning, and offshore structuring, ensuring long-term financial security tailored to both South African and UAE regulatory environments.
Investment Advisory
We offer ongoing investment services to guide you through dynamic markets. Our expert team in South Africa monitors performance, recommends adjustments, and ensures compliance with both South African and UAE regulations, delivering sustained portfolio growth while managing risk and maximizing returns across your financial lifecycle.
Tax Consultation
We provide expert tax consultation for dual-residency and expatriate clients. Our partners help navigate the complex tax obligations of South Africans in the UAE, offering insights on tax residency, emigration, SARS compliance, and cross-border structuring to minimize liabilities and avoid legal pitfalls.
UAE Will Drafting
Protect your family and assets with our UAE-compliant will drafting services. We offer expat estate planning, ensuring your will is legally recognized and aligns with Sharia-compliant frameworks, while maintaining harmony with South African estate laws, giving you peace of mind for the future.
Family Protection
We help South African expats structure long-term family protection solutions in US dollars, ensuring financial stability for loved ones in unforeseen circumstances. Our strategies secure global assets and future needs through compliant, tax-efficient products tailored to expatriates, offering peace of mind across generations without jurisdictional limitations.
Contact Us
If you have any questions or would like to learn more about our services, please get in touch.
Or, you can contact us to schedule a free consultation to learn more about our services.
We look forward to hearing from you!