Estate planning is an essential part of the overall financial strategy to secure a financially stable and sustainable future.
There are many parts that make up the whole, all of which need to be addressed in order to protect the legacy you leave behind and all the rightful heirs and beneficiaries.
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With more focus being placed on gender equality through equal job opportunities and shared responsibility, financial advice for modern women is more important now than ever before.
Women are more driven to be financially independent than ever before. This means that the modern-day woman no longer feels compelled to depend on her partner or anyone else for financial support.
Sound financial advice for single parents, especially single mothers, can make a significant impact on their overall financial situation.
Apart from the fact that single motherhood is emotionally challenging, it can also be difficult to stay afloat financially.
If you’re a single mother, you’ll be faced with providing for your children in every way, making sure you stretch your income as far as it can possibly go.
Filtering through the many different insurance companies is one thing, but knowing how to choose the right insurance is even more important.
That being said, the type of policy you should select will depend largely on your individual circumstances, as well as what you want to gain from the policy.
Olemera offers financial advice in Johannesburg which is built on the foundation of adding value to your portfolio while providing ongoing financial planning, advice and support.
Finding tax efficient investments has become increasingly important as the South African Revenue Services (SARS) makes changes to the regulations around tax deductions.
We cannot stress enough the importance of having a retirement annuity or another form of savings or investment to finance your years of retirement.
As South Africans, we are faced with a plethora of challenges which make providing for our retirement relatively tricky.
The tax-free savings account came to life in 2015 and was introduced by the South African government to encourage citizens to save.
When we were younger, financial planning was easily the last thing on our minds. However, as we grow older, we realise how important it is to ensure we have a stable financial future.
What’s more important, is making sure you take into consideration the criteria your financial advisor should meet, before you hire them.
With the way our financial world is currently moving, financial planning for millennials is becoming more and more important.
The term “millennials” is used to describe the generation of people born between 1981 and 1996. Interestingly, older generations seem to speak of millennials using a particularly superior tone.
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