Making better choices
is not always this easy

 

Everything you Need to Know About Setting and Achieving your Financial Goals

We already know that it’s important to have goals in life; they even teach us this in school as a fundamental skill to have. However, when we look at goals in general, we can see that most of them (if not all) can be considered financial goals. This is because most goals require some form of capital to make it possible to achieve.

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The Importance of Personal Financial Planning

Understanding why personal financial planning is important is the first step towards a secure, financial future.

Regardless of your income, planning your personal finances alongside a financial planner will help you save for the future, prepare for a rainy day while working towards achieving your big (or small) dreams.

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Section 12J Investments and Reducing Taxable Income

Investing in an approved Section 12J VCC is indirectly investing in and building the South African economy. It also acts as a tax-efficient incentive for investors as it allows for a full tax deduction of the amount invested for the specific tax year.

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Minimizing Your Tax Burden with a Retirement Annuity

Tax season is upon us which means it’s time to find ways to minimize your tax burden in the most efficient way possible. Although there are many ways to optimize your tax deductions, a retirement annuity may be one of the most beneficial vehicles to save on tax.

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Season’s Greetings from Olemera Financial Advisors

2020 brought with it some unrelenting challenges and hardships as we watched how a single virus changed everything, almost overnight. However, as we approach the holiday season, now is a great time to reflect and be grateful for everything that we still have.

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6 Ways to Start 2021 With a Money Saving Mindset

With a new year approaching, we could start this chapter on a brand-new page, with new habits and a new way of thinking about our personal finances.

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Conducting Your End-of-Year Personal Finance Review

Reviewing your personal financial plan at the end of the year helps you to end of the year knowing exactly where you stand with your finances and it helps you strategize for the year ahead.

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How to Spend Your Bonus the Smart Way

There are many things to consider when you think about that double salary landing in your bank account and we know there is always the urge to splurge – but our financial advisors encourage you to put some thought into it before you start swiping.

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Reviewing your Personal Financial Plan and Why it’s Important

There is a common misconception that a personal financial plan is formulated and implemented once and doesn’t need much attention afterwards. However, on the contrary, the only way your financial plan is going to work for you the way you want it to is for you to review it regularly.

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Budgeting Tips for 30 Somethings – How to Build Wealth in Your Thirties

Our financial advisors believe that it is never too late to start. In fact, there really is no time like right now to change the way you manage your money, so that you can secure a stable future for yourself.

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