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
Expanded offshore investment limits for South Africans 

HOT TOPIC – INVESTMENT AND MARKETING INSIGHTS

Expanded offshore investment limits for South Africans  By Marilize van Zyl, Head of Manager Research May 2026 The 2026 budget has introduced a landmark shift for South African investors. For the first time in nearly 15 years, the government has adjusted the Single Discretionary Allowance (SDA), from R1 million to

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