DELIVERING
peace of mind
FOR OVER 25 YEARS
In this Asset TV Boutiques Connect conversation, Executive Director George Dell and COO Jolandi Slabbert unpack what this evolution means for our business, our brand and, most importantly, the independent financial advisers we serve.
While our look is changing, the fundamentals remain: the same experienced team, the same commitment to independence and accessibility, and the same focus on giving advisers peace of mind.
What’s new is a refreshed brand, an evolving fintech capability and a renewed focus on making it easier and more efficient for advisers to do business with us.
YOUR TAX FREE SAVINGS ACCOUNT.
Our investment expertise.
The TFSA is a simple and transparent South Africa-based savings solution. All growth in
the TFSA is completely tax-free. The TFSA allows for both lump sum and debit order investments.
‘Tax free’ means that no taxes apply to investment growth or withdrawals:
• There is no tax on capital gains made
• There is no withholding tax on income received
The TFSA is accessible via an approved CIS or via a TFSA structured Model Portfolio on the Allan Gray and PPS platform.
OUR LATEST
thoughts
JSE WELCOMES MITONOPTIMAL EASYETFs SA PROTECTED EQUITY
Thursday, 29 October 2026 — The Johannesburg Stock Exchange is pleased to announce the listing of...
THE INVESTMENT DEN | 2026
In this episode of Investment Den, Chief Investment Officer, Roeloff Horne, unpacks his two fund...
QUARTERLY MARKET INSIGHTS | Q3 2026
At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both...
We stay focused on the client, and MitonOptimal back us up with excellent and compliant discretionary fund management. It has proven to be a great partnership for Bwise and a compelling value proposition for our clients.
We sleep easier, knowing that MitonOptimal is our trusted investment management partners, taking care of our clients’ investments as part of our holistic offering to care for our clients.
There are many DFMs in the market and they prey on ignorance and fear. We believe that MitonOptimal enter into a long term relationship that is built on trust and a knowledge of what their client needs and go the extra mile to add value. MitonOptimal are professional but approachable and completely satisfy our needs.
Proud winner of the Best Servicing Award at the 2025 Citywire DFM Awards
Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
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All rights reserved
Please note: the only social media platform used by MitonOptimal is LinkedIn. MitonOptimal will not use any social media platform to transact with advisers or investors. Should you suspect any fraudulent activity or suspicious interactions, please get in contact with our team mail@mitonoptimal.com