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From category archives: Olemera Blog

Estate Planning

Understanding the Basics of Personal Financial Planning

Personal financial planning is a systematic approach to managing one's finances, ensuring that current needs are met while also preparing for future financial goals and uncertainties. At its core, it's about strategizing and making informed decisions to achieve specific financial objectives.

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Have You Thought About Estate Planning? Here’s Why it’s Important

Planning for something fun like your next big holiday or your dream wedding can be fun and many people willingly put many hours and a fair amount of blood, sweat and tears into these events. However, there is something far more important to plan for and it’s never too early to start - estate planning.

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Life After COVID-19 and Planning for the Future Financially

COVID-19 has impacted every single person on the planet and has urged people to start planning for the future financially more than ever before.

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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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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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Do banks offer free advice from qualified financial advisor?

Our qualified financial advisors in Johannesburg address the topic of free financial advice offered by banks and why you need a qualified financial advisor.

Although banks often have a qualified financial advisor on their premises, their advisory services are vastly different to that of the bank teller.

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