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From category archives: Olemera Blog

Financial Advisors

Using Goals to Achieve Financial Success

When financial plans focus on a client’s personal goals instead of arbitrary benchmarks, it creates motivation and satisfaction. For these reasons, and because many investors appreciate the level of personalisation of goals-based financial planning, this approach is gaining popularity.

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The Importance of Setting Goals to Achieve Financial Independence

Goal setting is something we learn about in school and most people find the concept quite boring. However, when it comes to your personal finances, goal setting is one of the most important and useful activities you can do.

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The Role of Financial Advisors in Achieving Financial Independence

In this article, we take a look at the role a financial advisor plays in working towards and achieving financial independence in today’s difficult economic climate.

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Financial Independence – What Does it Mean to You?

Financial independence can be defined and measured in many different ways. Defining it is important, but what’s more important is figuring out why you want it, how hard you must work for it, and how much you want to achieve it.

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What Happens to Your Debt After Your Death?

Unfortunately, debt does not simply dissolve after you die. In fact, everything you have left to your name after you pass could be used to settle outstanding debt. What’s worse, in addition to mourning your passing, your loved ones may be faced with paying your outstanding debt if you have not taken the necessary steps to protect them.

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Finding a Debt Solution That is Right for You

There are 4 main solutions to consider if you are beyond the point of keeping up with your monthly repayments. This might mean that you are over-indebted, and you may be faced with legal action if you continue falling behind on your payments.

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How to Use Your Credit Card Wisely – Tips from Our Financial Planners

When people talk about credit cards, there is often a lot of uncertainty that surrounds the topic and understandably so. They are a tricky thing to understand and, if not used wisely, can result in overwhelming debt. However, there are some benefits of a credit card which our financial advisors came together to discuss, and we will share them in this article.

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Important Questions to Ask Your Financial Advisor

So, you have decided to speak to a financial advisor about your personal financial planning but you’re not sure what kind of questions you need to ask to make sure the person or company you have chosen is the right fit for you.

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Make Sure Your Financial Advisor Meets These Requirements

One of the most important aspects to consider when choosing your financial advisor is their qualifications and whether or not they meet the necessary requirements. Not sure what to look for? In this article we discuss the minimum requirements that all financial advisors in South Africa must meet.

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The Difference Between an Independent Financial Advisor and a Broker

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.

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