When you ask yourself, "Why should I be talking to Olemera Brokers and financial specialists?"
Knowing where to turn when it comes to financial decisions is half the battle won. Trusting the financial advice you get, is the other.
At Olemera Financial Services, we view each customer's situation as different and special, deserving of an expertly customized plan. Every business client's needs are also unique, and we are committed to identifying and structuring the right insurance and investment solutions for each of our business owners.
“Focus on living, knowing your financial well-being has been taken care of”
Customer retention and referrals remain our primary focus as we re-evaluate our client's risks annually. In every respect, Olemera Financial Services is a select group of insurance professionals pledged to excellence in managing your risk.
Olemera Financial Services service the high net worth individuals, business owners, small to medium enterprise and those planning to go into retirement.
Comprehensive lifestyle financial planning offers clients an improved way of determining a tailored financial plan, helping them to achieve their long-term goals reliably.
Core to our approach is a genuine focus on the client, rather than on selling a financial product. Every client receives a customised living financial plan incorporating his or her lifetime goals and current situation. This plan is reviewed on a regular basis.
Our lifestyle financial planning process starts by addressing the personal aspirations and goals of each client and builds every client's personal financial plan on this very sound and client-specific foundation.
Our client focused approach shifts the emphasis from the client's idea of risk to the lifestyle that they wish to lead in the future. Our process helps each client understand exactly what returns he or she can realistically expect to achieve within a structured investment strategy. And the process does not stop with retirement. It continues to assist clients to grow wealth to ensure that their lifestyle is preserved.