About Us

DSFin Services (Pty) Ltd is a solution and distribution house with a passion for wealth management through the financial environment. At DSFin Services, we earn the trust of our clients through the integrity of our brand, our ethical business practice and the family values that we live.

We have partnered with the Optimum Group to strengthen our specialist solutions and distribution that we offer to our clients in the life, long term, short term and health sector.

Our relationship with Novare Holdings, recognised as an industry pioneer and firm dedicated to investment analysis, will add to our passion to create a greater heritage.

Solutions

DSFin Services offers Optimum and Novare Investments solutions that consists out of a comprehensive range of private client portfolios as well as Collective Investment Schemes. We manage our own WRAPS through incorporated CIS’s and create Model Portfolios to suit your practice.

The private client portfolios are managed on the JSE administration platform in the name of the client, and are insured by the JSE, guarantee fund against theft, fraud, mala fide dishonesty and gross negligence.

Solutions Approach

DSFin Services is a performance-driven house with a philosophy to create long-term wealth for all our clients. The solutions philosophy we follow focus fundamentally on value investments and opportunities that will provide consistent long-term results and investment markets that are semi-efficient, consequently exploiting the occurrence of inefficiencies in the market as a part of the wealth creation process.

Advisor Portal

DSFin Services provide solutions through Optimum, that are mangaged by Novare Investments to Financial Advisors through our distribution department. We pride ourselves in the fact that we can support Advisors by generating a comprehensive investment report for each individual client.

Nothing great in the world has ever been accomplished without passion.

Christian Friedrich Hebbel

An investment in knowledge pays the best interest.

Benjamin Franklin

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