Based on recent customer reviews, Optivest is praised most for its individual medical aid consultants, with names like Zanaid, Aaron, William, Monique and Kaylin repeatedly commended for patient, professional explanations of scheme options and quick onboarding through Momentum, Bonitas, Discovery and Medshield. Criticism centres on what happens after the sale: unauthorised policy or gap cover changes, mixed up cancellations, debit order and waiting period surprises, unanswered emails and call centre calls, and promised follow ups that never arrive. Aftercare and complaint resolution are the clear weak points.
Replied to 100% of negative reviews
Reply time on negative reviews: 83h 40m
TrustIndex
7.5
Ranking
#14
in Brokers
Reply Time
32h 17m
NPS Score
14
Recommended: Likely
Replied to 100% of negative reviews
Reply time on negative reviews: 83h 40m
Dec '25 - Nov '26
Frequently Asked Questions About Optivest
What do customers say about Optivest?
Based on recent customer reviews, Optivest is praised most for its individual medical aid consultants, with names like Zanaid, Aaron, William, Monique and Kaylin repeatedly commended for patient, professional explanations of scheme options and quick onboarding through Momentum, Bonitas, Discovery and Medshield. Criticism centres on what happens after the sale: unauthorised policy or gap cover changes, mixed up cancellations, debit order and waiting period surprises, unanswered emails and call centre calls, and promised follow ups that never arrive. Aftercare and complaint resolution are the clear weak points.
Is Optivest trustworthy?
Optivest has a TrustIndex of 7.5 out of 10 on Hellopeter, based on 42 reviews in the last 12 months. They reply to 100% of negative reviews, typically within 83 hours 40 min. Hellopeter has tracked Optivest across 388 total reviews. How is the TrustIndex calculated? →
Recent reviews (42)
Used this business recently? Share your experience to help others decide.
Used this business recently? Share your experience to help others decide.
Share Your Experience1 reviews | Active since Apr 2024
Title: Extremely Poor Service and No Proper Guidance from Medical Aid Broker
My experience with this medical aid broker has been extremely disappointing. For nearly two months, I have been trying to obtain the information I need to make an informed decision about changing or upgrading my medical aid. I have explained my family's needs in detail and confirmed multiple times that I do not want to move to a specific medical scheme. Despite making my requirements clear, the advisor seems more interested in recommending the scheme he personally favours than in providing the information and alternative options I have specifically requested. I expect a broker to listen to their client's needs, present suitable alternatives, explain the benefits and costs, and provide the necessary information to make an informed decision. Instead, I have had to repeatedly explain myself, with very little progress and no satisfactory answers to my questions. After nearly two months, I am no closer to making a decision than when I started. This process has been unnecessarily frustrating and time-consuming, especially considering that medical aid is an important financial decision that directly affects my family's healthcare cover. A broker's role should be to act in the client's best interests, not to push a particular medical scheme simply because they prefer it. This has been a terrible customer experience, and I am extremely disappointed with the lack of service, responsiveness, and willingness to address my actual needs. I expected professional advice and guidance, but instead, I have been left to chase information that should have been provided from the beginning.
1 reviews | Active since Apr 2024
Title: Extremely Poor Service and No Proper Guidance from Medical Aid Broker
My experience with this medical aid broker has been extremely disappointing. For nearly two months, I have been trying to obtain the information I need to make an informed decision about changing or upgrading my medical aid. I have explained my family's needs in detail and confirmed multiple times that I do not want to move to a specific medical scheme. Despite making my requirements clear, the advisor seems more interested in recommending the scheme he personally favours than in providing the information and alternative options I have specifically requested. I expect a broker to listen to their client's needs, present suitable alternatives, explain the benefits and costs, and provide the necessary information to make an informed decision. Instead, I have had to repeatedly explain myself, with very little progress and no satisfactory answers to my questions. After nearly two months, I am no closer to making a decision than when I started. This process has been unnecessarily frustrating and time-consuming, especially considering that medical aid is an important financial decision that directly affects my family's healthcare cover. A broker's role should be to act in the client's best interests, not to push a particular medical scheme simply because they prefer it. This has been a terrible customer experience, and I am extremely disappointed with the lack of service, responsiveness, and willingness to address my actual needs. I expected professional advice and guidance, but instead, I have been left to chase information that should have been provided from the beginning.
1 reviews | Active since Oct 2026
A huge shoutout to Zanaid Abrahams
I cannot speak highly enough of Zanaid Abrahams from Optivest. As a customer, I admit I was a tough case. I came into this process with very little knowledge about medical aid schemes, and I had a lot of anxiety due to personal hardships I've been facing. I needed to secure cover for my future while navigating strict financial goals. Zanaid was incredibly patient with me. We went back and forth for nearly three months. Not once did he make me feel rushed or stupid for asking questions repeatedly. He took the time to explain the ins and outs of MedShield, but he also went above and beyond by explaining the underlying "bad things" about other schemes I was curious about. He showed me exactly why the option he quoted was the superior choice for my specific situation. What stood out most was his compassion. He wasn't just trying to make a sale; he listened to my financial constraints. When I told him I couldn't proceed because of X, Y, and Z, he didn't pressure me. Instead, he actively adjusted the scheme setup to suit my affordability and needs. He gave me solid, actionable advice on how to select a package that works toward my financial goals while still securing my health. He was responsive, kind, and truly exceptional. While I highly recommend Optivest, I recommend Zanaid specifically. If you need someone who will fight for your best interest and listen to your story, go to him.
1 reviews | Active since Oct 2026
A huge shoutout to Zanaid Abrahams
I cannot speak highly enough of Zanaid Abrahams from Optivest. As a customer, I admit I was a tough case. I came into this process with very little knowledge about medical aid schemes, and I had a lot of anxiety due to personal hardships I've been facing. I needed to secure cover for my future while navigating strict financial goals. Zanaid was incredibly patient with me. We went back and forth for nearly three months. Not once did he make me feel rushed or stupid for asking questions repeatedly. He took the time to explain the ins and outs of MedShield, but he also went above and beyond by explaining the underlying "bad things" about other schemes I was curious about. He showed me exactly why the option he quoted was the superior choice for my specific situation. What stood out most was his compassion. He wasn't just trying to make a sale; he listened to my financial constraints. When I told him I couldn't proceed because of X, Y, and Z, he didn't pressure me. Instead, he actively adjusted the scheme setup to suit my affordability and needs. He gave me solid, actionable advice on how to select a package that works toward my financial goals while still securing my health. He was responsive, kind, and truly exceptional. While I highly recommend Optivest, I recommend Zanaid specifically. If you need someone who will fight for your best interest and listen to your story, go to him.
1 reviews | Active since Feb 2013
Lusanda from Optivest is absolutely phenomenal. great service
a quick note to commend a highly professional, eloquent, proficient and well mannered gent - Lusanda your service the other day listening to my needs and recommending the most suitable options for me was phenomenal. i really appreciate someone who can be attentive to my needs as a solo mom and he was just perfect. thanks for the wonderful service! 11 out of 10
1 reviews | Active since Feb 2013
Lusanda from Optivest is absolutely phenomenal. great service
a quick note to commend a highly professional, eloquent, proficient and well mannered gent - Lusanda your service the other day listening to my needs and recommending the most suitable options for me was phenomenal. i really appreciate someone who can be attentive to my needs as a solo mom and he was just perfect. thanks for the wonderful service! 11 out of 10
1 reviews | Active since Jan 2024
*********** customer service.
They cancelled my medical aid with Momentum Health without even consulting me. When I ask why, they told me that I put in the request to terminate my medical aid, they mixed up names in the process terminating my medical aid. I have so many questions and now I am witout medical aid, this is so unprofessional.
1 reviews | Active since Jan 2024
*********** customer service.
They cancelled my medical aid with Momentum Health without even consulting me. When I ask why, they told me that I put in the request to terminate my medical aid, they mixed up names in the process terminating my medical aid. I have so many questions and now I am witout medical aid, this is so unprofessional.
1 reviews | Active since Dec 2023
Zanie Erasmus at Optivest.
Could not recommend Zanie Erasmus from optivest health services enough. Quick responses, friendly and answers all your questions thoroughly. For all your medical aid needs and questions, Zanie is the person to contact.
1 reviews | Active since Dec 2023
Zanie Erasmus at Optivest.
Could not recommend Zanie Erasmus from optivest health services enough. Quick responses, friendly and answers all your questions thoroughly. For all your medical aid needs and questions, Zanie is the person to contact.
1 reviews | Active since Aug 2025
Amazing service from Skye
Never in my life have I ever had such amazing, fast, efficient, pleasant assistance like I received from Skye at optivest....... wish there was a skye worldwide
1 reviews | Active since Aug 2025
Amazing service from Skye
Never in my life have I ever had such amazing, fast, efficient, pleasant assistance like I received from Skye at optivest....... wish there was a skye worldwide