Filtering through the many different insurance companies is one thing, but knowing how to choose the right insurance is even more important.
That being said, the type of policy you should select will depend largely on your individual circumstances, as well as what you want to gain from the policy.
Olemera offers financial advice in Johannesburg which is built on the foundation of adding value to your portfolio while providing ongoing financial planning, advice and support.
Finding tax efficient investments has become increasingly important as the South African Revenue Services (SARS) makes changes to the regulations around tax deductions.
We cannot stress enough the importance of having a retirement annuity or another form of savings or investment to finance your years of retirement.
As South Africans, we are faced with a plethora of challenges which make providing for our retirement relatively tricky.
The tax-free savings account came to life in 2015 and was introduced by the South African government to encourage citizens to save.
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.
With the way our financial world is currently moving, financial planning for millennials is becoming more and more important.
The term “millennials” is used to describe the generation of people born between 1981 and 1996. Interestingly, older generations seem to speak of millennials using a particularly superior tone.
Our qualified financial advisors in Johannesburg address the topic of free financial advice offered by banks and why you need a qualified financial advisor.
Although banks often have a qualified financial advisor on their premises, their advisory services are vastly different to that of the bank teller.
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.
Many South African women believe that achieving financial freedom is nothing more than an elaborate dream.
In fact, research indicates that approximately one-third of wealthy women believe that the stock market is too risky for them.
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