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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.

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.

Vision
  • to provide our client's with financial planning ensuring capital wealth growth.
  • to provide our clients with a full range of independent financial planning solutions, from the whole market.
  • working as a team, deliver superior products and services to our valued customers
  • emphasise strong customer relationships and a high level of community involvement
  • provide a culture which attracts, empowers, rewards and provides growth opportunities for employees.
Mission

Our mission is to achieve an unequaled standard of excellence in our profession by providing personalized value-added services and to become indispensible to our clients by assisting them in making educated, intelligent financial decisions. We deliver these services to our clients, whether they be individuals, trusts, businesses, or non-profit entities, through customized wealth advisory services including financial planning and investment management. We consistently strive to go beyond our client's expectations. Our greatest reward is our client's peace of mind.

 
Client Mission

To help our client's achieve their financial goals and dreams.

Values
  • we believe our client's are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.