Wealth Managers that Care

We are so much more than just another financial services provider. A S Sure Investment Services is an independent, boutique financial services and advisory practice that strives to help our clients sleep better at night, with the knowledge that their wealth and future are secure.

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INDEPENDENT CLIENTS

Retirement planning, local and offshore investing, estate planning, health care, and more.

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CORPORATE CLIENTS​

Employee benefits, group policies, employee medical aid, gap cover, and more.

2

INDEPENDENT CLIENTS

Retirement planning, local and offshore investing, estate planning, health care, and more.

1

CORPORATE CLIENTS​

Employee benefits, group policies, employee medical aid, gap cover, and more.

The AS Forum range of funds, managed by Optimum Financial Services, was established in 2007 with a view to assisting clients reach their financial goals by investing in actively managed fund of funds. 

All of the funds are Regulation 28 compliant, which means that they can be used in retirement savings policies.

The AS Forum range of funds, managed by Optimum Financial Services, was established in 2007 with a view to assisting clients reach their financial goals by investing in actively managed fund of funds. 

All of our funds are Regulation 28 compliant, which means that they can be used in retirement savings policies.

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ANTHEA KNOWLES

Director & Financial Advisor

COLIN MEDDOWS-TAYLOR

Director & Financial Advisor

NICOLE MUSCAT

Director & Financial Advisor

MAURICE JONKER

Financial Advisor
Why good advice sometimes drives clients away

HOT TOPIC – INVESTMENT AND MARKETING INSIGHTS

Why good advice sometimes drives clients away By Estian Storm, Portfolio Specialist, OIG March 2026 When a client leaves, most advisers instinctively look to performance. Was there underperformance relative to the benchmark? Did we lag a popular theme? Were markets simply too volatile? Decades of behavioural research and industry data

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