APPOINTING OPTIVEST AS YOUR HEALTH COVER ADVISOR

Our expert advice includes:

A review of the many options available to you

How to retain your existing Health Cover at the most affordable price

Active servicing of your health portfolio

All from the convenience of your home.

Why choose Optivest Health Services?

  • We are the biggest retail Health Advisor in the country.
  • We advise our clients on 14 different Medical Schemes and options in the Industry.

FAQ

HOW MUCH DOES OPTIVEST CHARGE FOR PROVIDING ADVICE AND SUPPORT SERVICES?

Financial products like medical schemes and Gap Cover, include the cost of the advice and ongoing support service in the cost of the product itself as specified in the Medical Schemes and Short term Acts.  As a medical scheme member or Gap Cover policy owner, Optivest does not charge you any additional fee.  So, no additional out of pocket payment will be charged when you appoint Optivest as your health care broker.

WHY DO I NEED A FINANCIAL ADVISOR TO PROVIDE ME WITH ADVICE AND SUPPORT?

You may choose a medical scheme benefit option that is not suited to your health cover needs or your budget.  As you progress through the different stages of life, your health cover needs will change.  Not evaluating your medical scheme option regularly can result in you being over insured and wasting your hard earned money.  You could also have very specific health needs that are not covered optimally by your current medical scheme option, resulting in unnecessary out-of-pocket payments in addition to your monthly medical scheme premium.

WHAT IS THE RISK OF CHOOSING YOUR OWN MEDICAL SCHEME OPTION WITHOUT PROPERLY COMPARING THE DIFFERENT BENEFIT OPTIONS AND NOT ASKING FOR ADVICE?

If you select the wrong benefit option it can result in losing your hard earned money on paying for benefits you do not need, or paying a lot of money out of pocket due to not having sufficient cover.

Intermediary Appointment Form


Protection of Personal Information Act (POPIA) Declaration By providing the information in this form you agree that we may contact you to provide you with the necessary advice. Your personal information will be stored in a secure encrypted manner and will not be sold or disseminated to any third party without your explicit consent.

REQUEST A CALL BACK

Protection of Personal Information Act (POPIA) Declaration By providing the information in this form you agree that our fulfillment partner may contact you to provide you with the necessary advice. Your personal information will be stored in a secure encrypted manner and will not be sold or disseminated to any third party without your explicit consent.