The right decision

previous icon With this in mind, Optima are confident that the decisions they have made are the right ones. “We are very proud of having successfully made the switch from a financial planner with a limited portfolio of solutions to a 360-degree financial planner with an additional banking license,” says Viaene. “We have clearly defined what we can offer to our clients starting from their personal goals for the future. This approach comprises an audit, a personal plan and matching state of the art solutions. Consequently we have established a position of market leader in financial planning that’s quite unique in today’s market be it on a Belgian or even larger scale, and we are proud that we can help our clients find financial and overall happiness.”

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The right decision

& Rankings

Equis Association of MBAs AACSB Financial Times