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Posts Tagged 'financial planning Johannesburg'

We are pleased to present below all posts tagged with 'financial planning Johannesburg'. If you still can't find what you are looking for, try using the search box.

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?

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.

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.

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.

Financial planners – Do you need them and how do you pick them?

Out of all the financial planners in Johannesburg, Olemera takes the time to establish a healthy relationship with our clients, building a foundation of trust and transparency.

Many people wonder if having a financial planner is necessary and often try to manage their finances independently.

Financial planning in Johannesburg - Setting financial goals for 2019

Olemera provides quality financial planning in Johannesburg. We understand that managing one’s finances can be challenging. Therefore, we have made it our mission to develop success driven methods to help you achieve financial success in 2019.

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