Leon Wait Brokers

Leon Wait Brokers Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Leon Wait Brokers, Insurance broker, Central Park Unit 9-3, 12 Suikerriet Street, Mbombela.

03/08/2021

Are you investing enough for your future?
Please read this article by Paul Hutchinson of Ninety One
https://ninetyone.com/-/media/documents/insights/91-sa-how-much-is-enough-viewpoint-en.pdf
Contact me to start your own Retirement plan. Regards. Leon Wait

13/04/2021

What do you believe is your greatest asset? It’s your ability to earn a living. In some cases, it’s your ability to be the sole breadwinner in the family. Have you ever considered what would happen if you lost that ability? Do you have provisions in place if something to that extent were to happen?
Here are the top investments to consider protecting that asset.
It's not too late to still get Sickness and Disability Income benefits - Get paid while you absent from work.
With the Covid-19 spreading so rapidly there are concerns that many employees will become ill and not get paid. If you have an Income protector or a Sickness Income benefit you won't have to worry about a thing. Depending on your waiting period and duration of your sickness you could be paid your net income up to a period of 24 months totally Tax Free.
We deal with the following Insurance Service Providers who offer these crucial Income Benefits:
Sanlam
PPS
Liberty-Life
Old Mutual
Momentum
Hollard
If you would like more information or would like a quotation regarding these benefits then send us an email to [email protected]. Leon Wait Brokers CC is an authorized FSP 7686

01/06/2019

SAVING FOR RETIREMENT
When considering the reasons for people retiring with insufficient capital, underexposure to equity and offshore does not feature high on the list.
According to a 2017/2018 Sanlam Benchmark Survey and other research, individuals retire with insufficient capital because:
• They started investing for retirement too late (and were unable to benefit from compounding)
• They cashed out their retirement savings every time they changed jobs (again, interrupting the power of compounding)
• They invested in expensive retirement and investment products (compounding worked against them as they contended with high fees)
• They saved too little
• They did not seek proper advice
• They are over-indebted and cannot commit to any form of savings or investments.

It is thus of utmost importance that you save enough for your retirement. What is enough. Contact me to do a Retirement calculation for you. By taking your existing savings into consideration and your income wishes the calculation will show wether you are saving enough.

Please teach your children to start saving at a young age. This will encourage them to also save for their retirement once the earn a salary.

Leon Wait
013-741 8022 or mail me at [email protected]

30/05/2019

Why you should file a tax return this year

You might have been told by someone, maybe even SARS, that you don’t need to file a tax return this year. Take it from us, it’s always best to rather file every year in order to stay tax compliant with SARS.

1. Don’t miss out on your tax refund.

A tax refund may be due to you if you or your employer paid too much tax to SARS. Remember though, you need to be filing tax returns diligently every year in order for SARS to pay your refund to you. Something as simple as claiming medical expenses or working for less than twelve months of the year may trigger a tax refund, depending on your situation.

2. You may not be able to borrow money.
Often the bank requires a Tax Clearance Certificate in order to offer a loan or mortgage). This can only be obtained if all your returns are up to date and filed appropriately.

3. You may receive penalties.
If you normally submit, but this year you don't, SARS could impose administrative penalties later on down the line for not being compliant.

4. ‎You may not be able to access your retirement fund.
Filing a tax return each and every year means that should you receive a pay-out from a fund at any stage, then you won’t have hassles in getting your money. If you retire or are retrenched, or just need to take money out of your fund early, you need to be tax compliant.

5. A complete record stands in your favour.
Having an unbroken filing record leaves SARS with no reason to suspect that you are hiding information from them. Filing a tax return means you are being a good citizen and contributing towards society!

TaxTim

11/02/2019

Retirement Annuity Contributions
The end of the 2018/2019 tax year is almost upon us. Contact me to ensure that you maximise your tax benefits of retirement fund contributions with a lump sum investment into your retirement annuity. Completed instructions and payments need to reach us by 15h00 on Tuesday 26 February 2019.

Address

Central Park Unit 9-3, 12 Suikerriet Street
Mbombela
1201

Opening Hours

Monday 09:00 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:00

Telephone

013-741 8022

Website

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