Our core mission is to assist South Africans, whether they are considering ceasing or have already ceased, tax residency in South Africa, in structuring their offshore wealth through strategic investments.

We guide these individuals in selecting tailored investment solutions from Optimum Investment Group funds, domiciled in Guernsey under Guernsey Investment International Limited. These funds are entirely offshore, ensuring that any growth is not subject to capital gains tax, offering significant long-term advantages for expatriates seeking to keep their capital outside of South Africa.

We consult and refer clients’ risk to South Africa. The USD-denominated policy, housed in Guernsey, has been created specifically for South Africans and South African expats as a truly offshore, hard currency-based solution.

Our Dubai-based office plays a critical facilitation role. While no funds or premiums are collected or managed locally, we focus on:

• Client acquisition

• Document collection

• Compliance

We gather and verify all certified documentation, including Know Your Customer (KYC) and Anti-Money Laundering (AML) paperwork, before submitting it to our preferred investment platforms.

The same process applies when facilitating USD risk policy uptake for South African expats living around the world. No premiums are collected, and no applications are processed outside of South Africa. All client communication originates directly from South Africa, and we manage the entire process on the client’s behalf.

Optimum Direct Solutions provides a seamless, fully compliant referral and onboarding service for South African expats — connecting them with world-class offshore investment and risk solutions, while ensuring regulatory integrity and high-touch client engagement throughout the journey.