Making better choices
is not always this easy

 

Reducing Estate Duty Costs – 4 Estate Planning Tips

Clever estate planning involves finding ways for reducing estate duty costs and is an essential part of the financial planning process, as this ensures that your heirs benefit fully from their inheritance.

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Estate Planning and Distribution of Non-Probate Assets

During the estate planning process, it’s important to be aware of the fact that there are certain assets that cannot be included in your will.

These are known as non-probate assets, or assets that pass outside of will. For better understanding of the term non-probate, we can look at what probate means.

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The Importance of a Life Insurance Policy and Disability Planning

Investing in a life insurance policy as well as disability insurance cover is one of the most important things you can do for your family.

Many people believe that having policies means that they are wastefully spending their money rather than investing it. However, policies like these are some of the most responsible ways to use your money.

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Tips for Careful Estate Planning to Protect your Legacy

Estate planning is an essential part of the overall financial strategy to secure a financially stable and sustainable future.

There are many parts that make up the whole, all of which need to be addressed in order to protect the legacy you leave behind and all the rightful heirs and beneficiaries.

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Financial Advice and Tips for the Modern-Day Woman

With more focus being placed on gender equality through equal job opportunities and shared responsibility, financial advice for modern women is more important now than ever before.

Women are more driven to be financially independent than ever before. This means that the modern-day woman no longer feels compelled to depend on her partner or anyone else for financial support.

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The Importance of Financial Planning for Single Mothers

Sound financial advice for single parents, especially single mothers, can make a significant impact on their overall financial situation.

Apart from the fact that single motherhood is emotionally challenging, it can also be difficult to stay afloat financially.

If you’re a single mother, you’ll be faced with providing for your children in every way, making sure you stretch your income as far as it can possibly go.

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Insurance Companies – Know How to Choose the Right Insurance

Filtering through the many different insurance companies is one thing, but knowing how to choose the right insurance is even more important.

That being said, the type of policy you should select will depend largely on your individual circumstances, as well as what you want to gain from the policy.

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Identifying Where the True Value of Financial Advice Lies

Olemera offers financial advice in Johannesburg which is built on the foundation of adding value to your portfolio while providing ongoing financial planning, advice and support.

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Tax Efficient Investments in South Africa - How to be tax efficient

Finding tax efficient investments has become increasingly important as the South African Revenue Services (SARS) makes changes to the regulations around tax deductions.

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Have You Thought About a Retirement Annuity Yet? It's Not Too Late

We cannot stress enough the importance of having a retirement annuity or another form of savings or investment to finance your years of retirement.

As South Africans, we are faced with a plethora of challenges which make providing for our retirement relatively tricky.

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