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In our previous article, we discussed 5 signs that it’s time to speak to a financial advisor but now you may be wondering what the difference between a financial advisor and a broker is. In this article, we will look at the main differences between these two so that you can understand who you are choosing to look after your portfolio.
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.
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.
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.
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.
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.
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.
The tax-free savings account came to life in 2015 and was introduced by the South African government to encourage citizens to save.
There are many metaphors that can be used to describe the well-accepted idea of one becoming the product of one’s environment.
Ultimately, when we take an honest glance at ourselves, we begin to notice that we all display certain characteristics which we have absorbed from the people we spend the most time with.
Olemera offers effective and professional financial planning in Johannesburg. We use a carefully formulated plan which takes into consideration each client’s individual financial circumstances.
By assessing a client’s unique situation, we can ensure that we provide the best possible advice or recommendations with regards to their current financial situation and future.
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