We are pleased to present below all posts tagged with 'financial services'. If you still can't find what you are looking for, try using the search box.
In our previous article, we talk about what financial independence means to different people. In this article, we discuss the benefits of financial independence that can be enjoyed right now instead of waiting until the age of 65.
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.
Many of our baby boomer clients are now considering making donations to their children in the form of property or capital for a deposit on a property. Although this is noble, parents must take into account the rules of donations tax in such situations. In this article, we will look into donations tax and what it means for parents who are helping their children purchase property.
Olemera Financial Advisor South Africa would like to join the conversation around the ever-present COVID-19.
As we aim to educate ourselves on safety measures and precautions, we find it equally crucial to share such information with our readers so that we can work together to actively mitigate the spread of this infectious virus.
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.
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.
Get the latest updates in your email box automatically.
Complete Your Financial Plan
Sign Up To Our Mailing List