Welcome
 
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.

We represent the interests of our clients and ensure that at all times, client focus is at the core of everything we do.

Our clients benefit from the knowledge and experience of Olemera Financial Services associates, as well as sophisticated computer support. We have unique access to specialized products and information, and through our growing network of affiliates, assist in providing planning and investment management services to our clients.

Our typical business clients are closely-held and are active in wholesale, retail, banking, real estate, professional services, construction, manufacturing, health care and food service. We advise our business clients on successor (buy and sell) planning, pension, profit sharing, employee benefits and incentive plans.

Our individual client services include all elements of personal financial planning from budgeting to investment advice to estate planning. We work with our clients to determine their objectives, and then devise sound strategies for achieving their objectives.

We work closely with the clients accountants, attorneys and other advisors. We do not practice law or accounting, but are conversant with the major points of law and regulations that affect a client's financial statement.

Olemera Financial Services is committed to increasing the net worth of our clients. Our firm provides experienced. practical advice and a broad range of high quality, cost effective products and services.

Mission

To be a leader in South Africa's ongoing drive for professionalism in financial planning services and advice. To that end we will strive to ensure all our clients are important to us and constantly feel that they get more than they expect. We will always deliver our services ethically and in line with the commercial standards required. Olemera Financial Services business foundation is based on the following vision, client mission and values.  

Vision

We will offer our clients financial freedom and peace of mind in such a way that they will not hesitate to refer friends and family to us.

Client Mission

Our aim is to assist our clients in the creation and protection of wealth, with the purpose of helping them achieve financial security over the long term. 

Values

• to be known as being honest
• to be consistently professional and act with integrity in all client interactions
• to be responsible in all client dealings
• to develop ongoing client credibility
• to enjoy the work we do and always be optimistic about the future