OPM Financial Services cc

We are the middle man, you don't want to cut out.

Selecting the best savings option for your financial goals 06/08/2024

7 ways to save your money

Click on the link below to read about each way to save

Article from Moneyweb

Selecting the best savings option for your financial goals A look at seven vehicles that can house your savings and how to use them appropriately and effectively.

Photos from OPM Financial Services cc's post 12/06/2024

So excited to be at Meet The Managers 2024

25/01/2024

Why you should consider a Tax Free Savings Account

Click on the link below to find out more

Remember to always give us a call for more information
0870490169 or send us a whatsapp 082 442 4377

sanlamconnect.sanlam.co.za

Five bad attitudes that prevent you from saving – Glacier Insights 17/10/2022

Saving is so important and understanding to save is your first step...

Five bad attitudes that prevent you from saving – Glacier Insights Saving is a big step towards personal financial freedom and facing your future with confidence.

Use September to spring clean your finances. Here’s how 05/09/2022

Spring is here and its time to do that annual clean... not only for your closet or house but your finances too..

Click on the article below to find out how...

Use September to spring clean your finances. Here’s how If you’re intent on cleaning out your finances this Spring, consider breaking up the task into a set of daily activities spread over the month.

Stop trying to time the recovery of the market 30/08/2022

As Paul Samuelson said: “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas”

Click on the article below to read why you should wait when it comes to the markets...

Stop trying to time the recovery of the market The success of any resilient, all-weather portfolio lies in the waiting.

10/08/2022

Frik Grobler Interview | Top Trader SA
https://youtu.be/sFAznPFhW1M Watch our interview on Top Trader SA

Understanding your pension options at retirement 21/06/2022

Watch the video below for the different options you have at retirement...

Understanding your pension options at retirement A guide to the annuity choices you need to make at retirement to provide a monthly income or pension.

Let’s talk about… debt at retirement 30/05/2022

An interesting read about debt when you retire and how you can manage it...

click on the article below to find out how

Let’s talk about… debt at retirement Why you probably shouldn't be including your monthly debt repayments into your budget when retiring.

Your golden years re-imagined: Staying relevant – Glacier Insights 23/05/2022

Click on the article below for an interesting read about retiring...

Your golden years re-imagined: Staying relevant – Glacier Insights Retirement can be a rewarding and satisfying time in one’s life – but proper planning needs to be done.

Why it is important to protect your income | Fin24 05/05/2022

click on the link below to read why you should protect your income...

Contact OPM Financial Services CC today for all your financial needs
0870490169 or send us a whatsapp 0824424377

Why it is important to protect your income | Fin24 Risk cover is necessary to protect the livelihoods of yourself and your family in times of crises.

Gear up your savings by using your tax deductions smartly 21/04/2022

How to be smart with your savings

Click on the link below to find out how

Gear up your savings by using your tax deductions smartly Strategic tax planning is an integral part of the financial planning and wealth creation process.

12/04/2022

Click on the link below to see the events of this year that took place

Events that moved the market in Q1 of 2022: Tech shake-up, the Russia-Ukraine conflict and spiraling inflation. Read more: https://bit.ly/3E3YuWb

10 ways to teach your children about money in an inflated economy 11/04/2022

Ways to teach your children about money

Click on the link below to find out how...

10 ways to teach your children about money in an inflated economy With the cost of living increasing, now is a better time than ever to teach children about the importance of saving money effectively.

05/04/2022

7 Habits to adopt to help achieve financial freedom

Click on the article below to find out how

We all have money goals but often we lack the habits to achieve them. Take note of these habits to adopt today to help you achieve financial freedom
https://www.sanlamreality.co.za/wealth-sense/habits-financial-freedom/

Capital Legacy CEO, Alex Simeonides, on eNCA - discussing Wills Month 31/03/2022

Watch the video below, CEO of Capital Legacy discussing Wills month and the importance of having a Will in place

Capital Legacy CEO, Alex Simeonides, on eNCA - discussing Wills Month Our CEO, Alex Simeonides, was invited to discuss National Wills Week on eNCAnews and share his expertise around the subject of Wills and Estates. In his inte...

Five tips for financial success in 2022 31/03/2022

Its never too late to get your finances in shape...

Click on the link below for 5 easy tips

Five tips for financial success in 2022 The start of a new year is an ideal time to set new financial goals as well as to craft a plan to meet those goals in the year ahead.

Dealing with war 22/03/2022

Click on the link below for an interesting read...

Dealing with war Coming out of an incredible 2021 in the markets both locally and offshore where we enjoyed double-digit returns, absorbing the current volatility is difficult and uncertain.

Teaching kids good money habits 18/03/2022

Its never too early to teach your children about good money habits...

Click on the link below to read how

Teaching kids good money habits Lessons you could teach your children about money according to their age group.

How do I stay on the money in mid-life? 07/03/2022

Planning your money effectively is very important

click on the link below to find out why...

How do I stay on the money in mid-life? Life gets more complicated in the middle years. This is not the time to let your finances spiral into debt because you neglected to plan.

Nine things you may not know about retirement annuities 11/02/2022

Click on the link below for an interesting read...

Nine things you may not know about retirement annuities A look at some lesser-known details and benefits about RAs that all investors should know about.

Tax year-end: Maximise your available tax deductions 25/01/2022

"Now is an opportune time to make sure that you’ve taken advantage of the available tax breaks available to you."

Click on the link below to find out how

Tax year-end: Maximise your available tax deductions Now is an opportune time to make sure that you’ve taken advantage of the available tax breaks available to you.

Retirement annuities: Everything you need to know 19/01/2022

"With just a couple of weeks left until the end of the 2021/2022 tax year, now is an opportune time to maximise your tax-deductible retirement annuity contributions"

Click on the link below to find out how...

Retirement annuities: Everything you need to know There’s a lot more to this impressive retirement funding structure than meets the eye.

MONEY CLINIC | How can I take control of my finances in 2022? | Fin24 17/01/2022

This is the year to take control of your finances...

Click on the link below to read how

MONEY CLINIC | How can I take control of my finances in 2022? | Fin24 The new year is an ideal time to put your critical goals into action.

05/01/2022

As 2022 starts so do your Goals for the year.
Work out what you need to achieve them with the help of the Financial Goals Calculator: https://bit.ly/3n3Bezx

Are you optimising your annual tax benefits? | Fin24 07/12/2021

How you can optimize your Tax Benefits if you are not already... Click on the article below to read how

Are you optimising your annual tax benefits? | Fin24 This is a good time of the year to review your portfolio and to maximise your benefits.

The top emergency numbers every South African should have 01/12/2021

Emergency numbers that everyone should have

Click on the link below to find these numbers and keep them handy

The top emergency numbers every South African should have At Santam, we’re committed to ensure that our operations continue without compromising service levels during these extraordinary times, and we wish to reassure you that we’re here when you need us most. That’s why we’ve put together a few tips along with important emergency numbers in South ...

You don’t need a lot of money to start investing 29/11/2021

You don't need a lot to start investing

Read article below to find out how...

You don’t need a lot of money to start investing Many people feel they need to have a lot of money in order to start investing. In fact, the opposite is true. Investing small amounts every month actually provi

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Who are we?

OPM stands for Other Peoples Money, and that's exactly what we specialize in. Our sole purpose is to provide you, our client, with absolute peace of mind, regarding any aspect of your financial planning. We are an independent brokerage with over 25 years experience. Our Mission is to coach our clients, and prepare them for any financial situation that they may face.

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