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.

 

 

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: 40


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: 168


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: 199


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: 216


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: 145


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: 246


Knowing How to Deal with Retrenchment Due to COVID-19

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How to deal with retrenchment may be a question you have thought you would never have to ask yourself. However, as COVID-19 leaves a trail of destruction on the local economy, many employees are staring into the unforgiving eyes of sudden retrenchment.

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Posted by Gary Walker on Thursday, April 30, 2020 Views: 276


Managing Personal Finances in the Wake of COVID-19

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Have you ever wondered if managing personal finances is important or necessary? With COVID-19 wreaking havoc on our financial stability as individuals, we are now given the opportunity to appreciate the importance of smart financial planning.

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Posted by Gary Walker on Sunday, April 26, 2020 Views: 226


How to Save Money and the Importance of Emergency Funds

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During these times, as we face unprecedented global and economical challenges, the importance of knowing how to save money has become increasingly clear.

It’s usually uncertainty that brings about change. However, it’s this very uncertainty that reminds us to be smart about our financial activity even during times of certainty.

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Posted by Gary Walker on Tuesday, March 31, 2020 Views: 761


Coronavirus Safety Measures from Olemera Financial Advisor South Africa

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Olemera Financial Advisor South Africa would like to join the conversation around the ever-present COVID-19.

As we aim to educate ourselves on safety measures and precautions, we find it equally crucial to share such information with our readers so that we can work together to actively mitigate the spread of this infectious virus.

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Posted by Gary Walker on Friday, March 20, 2020 Views: 337


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