Specialised Financial Advisory & Forensic Services

We provide specialised financial advisory and forensic services in matters involving deceased estates, matrimonial disputes, and trusts.

WHAT WE DO

R

Forensic Accounting

Detailed financial analysis and investigation of financial records to identify discrepancies, hidden assets, or irregular transactions in legal and estate matters.

R

Divorce Financial Analysis

Independent financial assessment of assets, liabilities, and accrual claims to support fair and accurate financial settlements in divorce proceedings.

R

Business Valuation South Africa

Professional valuation of business interests for estate planning, deceased estates, and matrimonial disputes in accordance with South African regulations.

R

Estate Financial Investigations

Investigation and analysis of financial transactions and asset structures within estates or trusts to provide clarity and support legal proceedings.

We focus on delivering accurate financial insights, independent analysis, and clear reporting in matters where financial clarity is essential.

CONTACT US

Accrual Calculations & Matrimonial Financial Analysis

In divorce matters where spouses are married out of community of property with the accrual system, accurate financial analysis is essential to determine the correct accrual claim.

Optima Auditors provides independent and professional accrual calculations, analysing financial records, asset values, and liabilities to ensure a fair and transparent determination of each party’s financial position.

Our work supports attorneys and clients by providing clear, reliable financial assessments in matrimonial disputes.

Years Established

Completed Projects

Need a Will and Testament?

CONTACT US

Trusted Financial Expertise

Optima Auditors combines professional auditing expertise with practical financial insight to deliver accurate, independent, and reliable financial analysis.

We work closely with legal professionals, executors, fiduciary practitioners, and private clients to ensure that complex financial matters are handled with professionalism, discretion, and technical precision.

Get In Touch

Section 5(1)(f)bis – Estate Duty Act

Business interests often form a significant portion of an estate or matrimonial asset pool. Optima Auditors performs professional business valuations in accordance with section 5(1)(f)bis of the Estate Duty Act, ensuring that business assets are valued accurately and in compliance with regulatory requirements.

Our valuation services provide attorneys, executors, and clients with credible and defensible financial valuations for estate planning, estate administration, and divorce matters.

Financial Forensic Investigations

Financial disputes often involve complex financial structures, trusts, or concealed assets. Optima Auditors conducts financial forensic investigations to identify, analyse, and clarify financial transactions relevant to trusts, estates, and divorce proceedings.

These investigations may include:

Analysis of financial records and transactions
Trust and asset structure investigations
Identification of undisclosed or misrepresented financial information
Independent financial reporting for legal proceedings

Our forensic work assists attorneys and clients by providing objective financial evidence and professional analysis in contentious financial matters.

Why Choose Optima Auditors?

Experienced estate specialists and tax practitioners
Compassionate, client-focused approach
Strong compliance and regulatory knowledge

Transparent communication throughout the process
Technology-enabled efficiency and accuracy

Client Testimonials

“Thank you so much for all your hard efforts in making this happen, my mother’s late estate was so difficult but because of you it happened and It’s sorted out. Thank you for giving my mother something even in her grave it truly means alot to our family.”

NOZY MABOGWANE

“Optima Executors® guided our family through a very emotional and complicated estate process. Their communication was clear, professional, and compassionate from start to finish. We always felt supported and informed.”

SARAH MOKOENA

“Their attention to detail and tax expertise made a huge difference in finalising my father’s estate. Optima Executors® handled everything efficiently and professionally — I would highly recommend them.”

MICHAEL VAN DER MERWE