Khosi Wealth
We assist clients in creating financial plans to meet their financial objectives.....
28/08/2024
Two-Pot Retirement System: From 1 September 2024, your retirement savings will be divided into three pots: the "vested" pot, the "savings" pot, and the "retirement" pot.
Withdrawal Rules: You can withdraw (minimum R2000) from the savings pot once per tax year, but it will be subject to your marginal tax rate.
Initial Transfer: On 1 September 2024, 10% of your vested pot (up to R30,000) will be transferred to your savings pot.
Tax Implications: Withdrawals are taxed at your marginal rate, and any SARS debt will be automatically deducted.
Withdrawal Process: Once a withdrawal request is made, it cannot be reversed. Use available calculators to estimate the tax impact before requesting.
Exclusions: Those 55+ years old as of 1 March 2021 with provident funds are excluded from the new rules, along with specific funds like beneficiary or unclaimed benefit funds.
For more information: +27 79 947 6918 or Email: [email protected]
FSP #46168
What an incredible day! Attending the PPS National Sales Convention was more than just a deep dive into the usual graphs, charts, and economic forecasts—it was an immersive experience that kept us all unusually “Glued”, absorbed, and thoroughly entertained all day.
The theme of exploring the "limitless potential of mutual success" resonated deeply throughout the day, with a powerful message that exceeded all expectations. Each speaker brought fresh perspectives that were both inspiring and empowering, unlocking infinite possibilities for mutual growth.
Kudos to PPS for creating an event that not only informed but also captivated every single attendee! Looking forward to what’s next on this journey of mutual success.
12/08/2024
What is Estate Planning?
Estate planning is about ensuring your legacy is passed on according to your wishes. It involves organizing everything you own—like property, cars, and investments—and making sure your loved ones are taken care of. From drafting a will to managing tax obligations, estate planning is key to securing your family's future.
Why is it important? By having a personalized estate plan, you protect your assets, provide for your heirs, and make sure your hard-earned wealth benefits those who matter most.
Reason for Estate Planning! A solid Estate Plan has sufficient liquidity to cover all liabilities, debts, income requirements of dependents, cash bequests of the will, divorce and maintenance obligations, estate duty, and executor’s fees to name but a few without having to sell assets.
Speak to us now to help you draft a personalized estate plan and ensure a lasting legacy for your family.
+27 79 947 6918 or Email: [email protected]
FSP #46168
Do you have a Financial Plan?
Do not keep buying financial products without financial planning?
Financial planning is the simple process of assessing your current financial situation to identify future financial goals and how to achieve them.
You can request a "FREE" assessment via What's App on:
+27 79 947 6918 or Email: [email protected]
FSP #46168
Yesterday we celebrated the JSE listing of the “PortfolioMetrix Active Income Prescient AMETF”.
This is special because this was the 100th listing of an ETF by the largest exchange in the African continent by market capitalization.
30/01/2024
Navigating the basics of financial planning, wealth creation, and protection.
https://www.linkedin.com/pulse/short-guide-personal-finance-khosiwealth-fkjrf?trackingId=chgzrvyKSBmCaiC0ccGU%2Fw%3D%3D&lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3Bwtxq%2FyoyQfy%2FhqxxkFmFHQ%3D%3D
05/12/2023
Carefully saving for retirement during your working life is the foundation of a stress-free retirement.
The good news is that you don’t have to make this important decision alone. We have the experience, expertise, and tools to guide you. FSP #46168
Get in touch at +27 61 630 5657 | [email protected]
📜 Did you know that around 80% of South Africans don't have a will? Don't let misconceptions hold you back – creating a will is neither complex nor expensive! 💡 Keep an up-to-date Will with life changes like marriage, divorce, births, or financial shifts. To avoid disputes and ensure your wishes are respected draft a WILL today.! ✍️
Whats App & Calls : +27 61 630 5657
Email: [email protected]
Just stick to the plan and as they say "Bob is your uncle" but if you require further guidance, we are only a phone call away.
Mobile: +27 61 630 5657 | Email: [email protected]
What’s App Store: https://wa.me/c/27616305657
Remember, building a savings and investment plan is a long-term process that requires discipline and commitment. A five-year savings and investment plan requires careful consideration of your financial goals, here are the steps to follow to create a solid plan:
Define your financial goals
Assess your current financial situation
Determine your risk tolerance
Set a savings goal
Choose the right investment vehicles
Create a budget
Monitor your progress
Stick to your plan, and you'll be well on your way to achieving your financial goals.
Contact "Your go-to guy” for a thorough needs analysis and implementation on the below contact details.
Mobile: +27 61 630 5657 | Email: [email protected]
What’s App Store: https://wa.me/c/27616305657
15/02/2023
As independent financial planners we have partnered with the most trusted service providers, giving us access to variety and options when selecting a strategy for your portfolio.
Let us review your savings, investments, retirement, life insurance, funeral policies and will for FREE today?
Mobile: +27 61 630 5657 | Email: [email protected]
30/01/2023
How much do you need for retirement?
The best way to calculate how much you need for retirement is to have your overall finances analysed. This process is called a “Financial Needs Analysis” also known as “Fact Find”.
This process will help you:
· Identify how much you need for retirement and other financial goals.
· Identify the needs of your dependents should you no longer be ably to provide for them.
· Identify how you should structure your structure your medium to long term financial plans.
· Tell you what you can afford and what you cannot.
· Clarify your lifestyle goals and
· Often give you a wake-up call or a reality check.
For a free “Financial Needs Analysis” consultation just comment "yes" and we will get in touch.
Mobile: +27 61 630 5657 | Email: [email protected]
21/10/2022
For independent financial advice and an initial consultation contact "your go to guy":
Mobile: +27 61 630 5657 | Email: [email protected]
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