Olemera Financial Services - Financial Planning

Knowing where to turn when it comes to financial decisions is half the battle won. Trusting the financial advice you get, is the other.

At Olemera Financial Services, we view each customer's situation as different and special, deserving of an expertly customized plan. Every business client's needs are also unique, and we are committed to identifying and structuring the right insurance and investment solutions for each of our business owners. 

Focus on living, knowing your financial well-being has been taken care of

Customer retention and referrals remain our primary focus as we re-evaluate our client's risks annually. In every respect, Olemera Financial Services is a select group of insurance professionals pledged to excellence in managing your risk.

Olemera Financial Services service the high net worth individuals, business owners, small to medium enterprise and those planning to go into retirement. 

Comprehensive lifestyle financial planning offers clients an improved way of determining a tailored financial plan, helping them to achieve their long-term goals reliably. 

Core to our approach is a genuine focus on the client, rather than on selling a financial product. Every client receives a customised living financial plan incorporating his or her lifetime goals and current situation. This plan is reviewed on a regular basis.

Our lifestyle financial planning process starts by addressing the personal aspirations and goals of each client and builds every client's personal financial plan on this very sound and client-specific foundation. 

Our client focused approach shifts the emphasis from the client's idea of risk to the lifestyle that they wish to lead in the future.

Our process helps each client understand exactly what returns he or she can realistically expect to achieve within a structured investment strategy.

And the process does not stop with retirement. It continues to assist clients to grow wealth to ensure that their lifestyle is preserved.

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Personal Financial Planning

Financial planning is the long-term process of professionally managing your money to try to meet your financial goals and aspirations. Financial planning takes into account the personal and unique financial situation of you and your family over the long-term.

While building this plan may be the first step, Olemera will stay with you throughout the lifetime of the plan to execute it and make changes accordingly. A solid strategy involves often changing courses with changes in your life, both expected and unexpected. A good financial planner is one who will get to know the needs of you and your family, and who will help ensure that your plan is tailored to accommodating them.

A financial planner can be as important as the health professionals in your life, assisting with your financial health. Think of your financial planner as your investment coach, working to help you throughout your financial lifetime, and even after.