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.

 

 

Understanding the Tax Implications of Your Financial Decisions

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While many people may not give taxes much thought until it's time to file their returns, taking a proactive approach to tax planning can help you save money and make the most of your investments.

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Posted by Gary Walker on Thursday, March 16, 2023 Views: 17


The Importance of Having a Financial Plan for Your Future

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In this blog post, we will explore the importance of having a financial plan for your future and the benefits it can bring to your life. Whether you are starting your career or nearing retirement, having a financial plan can make all the difference in achieving your financial aspirations.

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Posted by Gary Walker on Monday, February 20, 2023 Views: 471


Inflation and Your Personal Financial Plan

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Inflation is a critical economic concept that affects everyone, whether they realize it or not. In South Africa, inflation has been a constant feature of the economy for decades, and it can have significant implications for your financial plans.

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Posted by Gary Walker on Thursday, February 16, 2023 Views: 356


Preparing for Financial Year End in South Africa

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It’s that time of the year again and as we approach financial year end in South Africa, now is a good time to make sure you have all your ducks in a row.

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Posted by Gary Walker on Tuesday, January 31, 2023 Views: 134


Financial Goals You Should be Setting for 2023

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As we enter the new year, our financial advisors believe that it's important to take a moment to reflect on our financial goals and plan to achieve them.

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Posted by Gary Walker on Thursday, January 5, 2023 Views: 152


Saying Goodbye to 2022 and Hello to a New Opportunity

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Our financial advisors have learned over the years that financial planning does not have to be over-complicated and although it may feel overwhelming to some, all it really comes down to is taking small, calculated steps towards a bright and stable financial future.

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Posted by Gary Walker on Thursday, December 22, 2022 Views: 165


Planning Financially for Your First Child

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It’s no secret that there are tremendous costs that come with raising a child but there are ways that you can prepare, ensuring you give your children the opportunities they deserve. Knowing what expenses to expect is the first step and in this article, we discuss some of these expenses.

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Posted by Gary Walker on Wednesday, December 14, 2022 Views: 207


How to Spend Your Annual Bonus: Don’t!

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With the year coming to a speedy end, we thought it would be wise to share some tips on how to spend your bonus this year. Spoiler alert – we don’t want you to spend it at all. Instead, we want you to use it in ways that will help you reach your goals.

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Posted by Gary Walker on Tuesday, November 15, 2022 Views: 523


Why You Need a Financial Advisor to Help You Plan for Retirement

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Although there are countless benefits of working with a financial planner, we are going to look at four that stand out, especially when it comes to retirement planning.

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Posted by Gary Walker on Friday, October 28, 2022 Views: 301


Is it Too Late to Start Saving for Retirement?

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We often get asked “how late is too late to start saving for retirement?” The simple answer is that it’s never too late. No matter how late you start saving, or how much you save, every bit counts towards a more comfortable retirement.

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Posted by Gary Walker on Wednesday, October 12, 2022 Views: 504