Making better choices
is not always this easy

 

Financial Planning Services

We are independent Financial Planners

The difference between where we are (current status) and where we want to be (vision and goals) is what we do (target objectives and action plans).

The process of setting goals helps you choose where you want to go in life. By knowing precisely what you want to achieve, you know where you have to concentrate your efforts. You'll also quickly spot the distractions that would otherwise lure you from your course.

Our financial planners work out holistic financial plans for individuals in their private capacity as well as corporate clients.

Approach to Financial Planning

Some of the aspects that are covered during our financial planning include:

  • Debt Consolidation/ Elimination
  • Insurance and Health Planning
  • Investment Planning
  • Estate Planning
  • Retirement Planning (Pre, post and during retirement)
  • Tax Advice
  • Money Personality Profiling

Financial Planning Process

This approach to Financial planning provides clients with:

  • Financial solutions which are driven by your personal values and lifestyle goals
  • We use an internationally recognised and accepted methodology
  • We align your assurance and investment portfolios with your lifestyle goals
  • We monitor your progress and make adjustments where necessary to help you achieve your lifestyle goals

Olemera Financial Planners in Johannesburg

Contact our financial planners in Johannesburg for expert financial planning advice and assistance.

 

 

Six Financial Habits of the Wealthy that Anyone can Adopt

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Our financial advisors in Johannesburg can help you develop and refine a perfect, comprehensive financial plan that will help you reach your short- and long-term financial goals.

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Posted by Gary Walker on Wednesday, September 30, 2020 Views: 107


Our Financial Planners Talk About Daily Habits of Successful People

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To be successful doesn’t mean that you need to be a multi-millionaire, or that you should have a beach front mansion and 5 expensive cars. Success is subjective and there is no one size fits all approach to measuring it.

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Posted by Gary Walker on Friday, September 25, 2020 Views: 107


Important Financial Advice for Single Mothers in South Africa

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Knowing how to manage finances as a single mother is crucial, as financial stability can ease all the other daily pressures that come with raising your child.

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Posted by Gary Walker on Wednesday, August 26, 2020 Views: 193


The Importance of Financial Independence for Women in South Africa

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There is a particularly pertinent link between South Africa’s national Women’s month of August and the importance of financial independence for the women of South Africa.

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Posted by Gary Walker on Tuesday, August 18, 2020 Views: 299


Types of Business Insurance in South Africa - Part I

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The purpose of business insurance is to ensure that you, your equipment, your employees, and members of the public who interact with you and your business are protected from all risks associated with your business and its operations.

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Posted by Gary Walker on Wednesday, July 29, 2020 Views: 283


The Benefits of Personal Tax Planning in South Africa

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Effective tax planning depends on the extensive knowledge that our financial advisors have after years financial planning experience.

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Posted by Gary Walker on Wednesday, July 15, 2020 Views: 339


Advice from our Financial Advisors in Johannesburg

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Olemera financial advisors in Johannesburg are committed to providing high-quality, strategic and comprehensive financial advice to every one of our clients.

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Posted by Gary Walker on Friday, June 26, 2020 Views: 346


Everything You Need to Know About Short-Term Insurance

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Short-term insurance is as important as long-term or life insurance as it protects you against unexpected events such as theft, accidents and natural disasters.

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Posted by Gary Walker on Tuesday, June 23, 2020 Views: 382


Wealth Management and the Importance of a Financial Advisor

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Our financial advisors are equipped with the knowledge and experience to help you maintain a level-head during stressful economic times, preventing you from making hasty decisions in critical moments.

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Posted by Gary Walker on Wednesday, May 27, 2020 Views: 269


Life After COVID-19 and Planning for the Future Financially

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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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Posted by Gary Walker on Monday, May 18, 2020 Views: 380


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