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.

 

 

How to Spend Your Bonus the Smart Way

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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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Posted by Gary Walker on Monday, November 23, 2020 Views: 60


Reviewing your Personal Financial Plan and Why it’s Important

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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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Posted by Gary Walker on Wednesday, October 28, 2020 Views: 129


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

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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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Posted by Gary Walker on Wednesday, October 21, 2020 Views: 137


Six Financial Habits of the Wealthy that Anyone can Adopt

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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.

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Posted by Gary Walker on Wednesday, September 30, 2020 Views: 161


Our Financial Planners Talk About Daily Habits of Successful People

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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.

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Posted by Gary Walker on Friday, September 25, 2020 Views: 167


Important Financial Advice for Single Mothers in South Africa

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Knowing how to manage finances as a single mother is crucial, as financial stability can ease all the other daily pressures that come with raising your child.

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Posted by Gary Walker on Wednesday, August 26, 2020 Views: 253


The Importance of Financial Independence for Women in South Africa

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There is a particularly pertinent link between South Africa’s national Women’s month of August and the importance of financial independence for the women of South Africa.

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Posted by Gary Walker on Tuesday, August 18, 2020 Views: 382


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: 340


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: 389


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: 397


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