Making better choices
is not always this easy

 

Tax Savings in South Africa – 3 Ways to Save with Tax Deductions

There are many ways to improve your tax savings strategy and with the end of the financial year fast approaching, you may want to take advantage where you can.

Furthermore, these tax-saving methods can help you in the upcoming fiscal year and beyond.

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Making the Most of Your Retirement Annuity

Many South Africans may be wondering how to make the most of their retirement annuity, especially as the end of the tax year approaches.

South African residents and ex-pats have until the 28th of February to take advantage of a government incentive aimed to encourage them to save for their retirement using a retirement annuity (RA).

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Financial Consultant in Johannesburg Talks About Leaving a Legacy

If you’re looking for a financial consultant in Johannesburg that can provide you with sound advice to help you leave behind a legacy, then you have come to the right place.

Many people want to be well-known, loved and respected during their lives but few have thought about what they will leave behind.

Have you ever asked yourself “what do I want to be remembered for?”

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Season’s Greetings from Olemera Financial Planning in Johannesburg

Olemera has been offering financial planning in Johannesburg for many years and we would like to take this opportunity to thank our clients for supporting us along our journey.

We know that there are hundreds of financial advisors to choose from in Johannesburg so we want to say thank you for choosing us.

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Financial Planning – Live in the Moment While Saving for the Future

When we talk about financial planning, we think about saving enough money for our future. This is indeed the backbone of the financial planning process, but what about the present moment?

Life is made up of experiences, both planned and unplanned, and having a solid financial plan in place can help you enjoy the moment with peace of mind about your future.

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Short-Term Insurance Cover for the Holiday Season

With the holiday season fast approaching, you may be patiently waiting for your long-awaited vacation to finally start, but have you thought about short-term insurance yet?

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Medical Aids in South Africa Explained – Terminology, Coverage and Rules

Although there are approximately 80 different medical aids in South Africa, only 21 of them are openly available for anyone to join.

Nevertheless, understanding the terminology as well as what benefits you will be afforded by your scheme of choice can be difficult.

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Gap Cover in South Africa - Make it Part of Your Financial Plan

You’ve heard about gap cover but you might still be wondering why you would need it if you are already a member of a medical aid.

In this article, we discuss gap cover and everything you need to know about it, including what it is and why it could be a smart financial decision to make for you and your family.

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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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