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Khosi Wealth

Smart Money Management, master your personal finances with Khosi Wealth! Join us for free webinars, budgeting tips, and success stories.

Serving South Africa and beyond!

12/09/2025

Today we have the privilege of attending the Glacier by Sanlam IdeasLab Roadshow 2025 at The Galleria. The event is a powerful reminder of how technology is reshaping financial advice, from data-driven insights to smarter, more efficient ways of helping clients achieve their goals.

What is standing out most so far is the phenomenal speakers who are challenging us to think differently, sharpen our minds, and embrace innovation in the way we guide clients towards financial freedom.

Events like these are not just about sharing ideas, they are about sparking transformation in the way we approach financial planning.

Thank you for creating a platform that inspires us to grow and to continue empowering clients with smarter financial solutions.

16/07/2025

Did you know you could be saving thousands on tax legally—right now?

Whether you’re employed, self-employed or running a business, smart tax planning tools like Tax-Free Savings, Medical Aid Credits, and Retirement Annuities can dramatically reduce what you owe to SARS.

At KHOSI WEALTH, we guide you step-by-step to make the most of these benefits, tailored to your unique situation.

WhatsApp us directly at 079 947 6918
[email protected]
Book your 1-on-1 Tax Planning Session today!

09/07/2025

The top 5 money mistakes South Africans make

1. Living Beyond Their Means
Too many people spend more than they earn, relying on credit for lifestyle expenses—creating a dangerous debt cycle.

2. No Emergency Fund
A lack of savings for unforeseen events (like car repairs, retrenchment, or medical bills) pushes people into expensive debt.

3. Ignoring Retirement Planning
Only around 6% of South Africans can retire comfortably. Many delay investing for retirement, thinking it’s “too early.”

4. Over-Reliance on Store Credit & Personal Loans
Store cards, payday loans, and credit facilities are misused for non-essential purchases—often at high interest rates.

5. Not Tracking Spending
Budgeting is often neglected. Without knowing where money goes, it's difficult to save, invest, or reduce expenses.

Let’s break the cycle and start your financial wellness journey today!

DM, WhatsApp or call on +27 79 947 6918 or Email: [email protected]

30/06/2025

Are your investments aligned with your life stage and financial goals?

I’ve developed a strategy designed for working professionals seeking liquidity, steady growth, and retirement security, all while making the most of tax-efficient opportunities.

Start planning smarter.

DM me or book a consultation today.

WhatsApp or call on +27 79 947 6918 or Email: [email protected]

FSP #46168

27/06/2025

Do you currently follow a personal monthly budget? Comment with your answer below for a “free budget template”.

Yesevery monthI try toNoI need helpI’ve never tried.

DM, WhatsApp or call on +27 79 947 6918 or Email: [email protected]

23/06/2025

Don’t Leave Your Legacy to Chance!

Did you know that over 70% of South Africans pass away without a valid will?

This can lead to unintended consequences for your loved ones.

Here’s why having a will is essential:

You decide who inherits your assets—not the law.

Protect your partner—especially if you’re unmarried or your will isn’t updated.

Nominate a guardian for your minor children.

Prevent family disputes over your estate.

Speed up the process with a professional executor.

Don’t wait! Secure your family’s future today.

DM , WhatsApp/ Call us on +27 79 947 6918 or Email: [email protected]

FSP #46168

16/01/2025

🌟 New year, new you, new financial plan? 🌟

As we kick off the new year, it’s time to refresh, revise, and reinvigorate your financial plan!

📈 Whether you’re planning for a major life event, like:

✔️ Marriage
✔️ Having children
✔️ Buying a home
✔️ Changing jobs
✔️ Starting a business

…or simply aiming to build wealth and stay ahead, having a solid financial plan is essential.

💡 But don’t do it alone—professional guidance is key to making smart, informed decisions that align with your goals.

Here’s how Khosi Wealth can help:

👉 Annual Plan Reviews – Regularly updating your plan ensures it evolves with your life.
👉 One-on-One Coaching – Tailored support to guide you every step of the way.
👉 Financial Literacy Workshops – Learn how to take control of your finances with confidence.
👉 Continued Support – We’re here for you all year long, not just during tax season!

💼 Book a session with us NOW and let’s design a roadmap to your success.

🔗 DM us or visit our website to get started!

Khosi Wealth: Building Wealth, One Plan at a Time.

18/11/2024

"Better Late Than Never!"

While this might describe my delay in sharing this, it’s also a reminder that it’s never too late to take control of your retirement planning.

The 2024 Annual PPS Retirement Summit was a thoughtfully curated experience designed with your future in mind. A perfect blend of insights:

- Politics to set the stage for the economic landscape.
- Philosophy to inspire fresh perspectives.
- Humor to lighten the complex journey of planning ahead.
- And a few reality checks to keep it all grounded.

This isn’t just about financial planning—it’s about securing peace of mind for the life you envision.

If you missed it, stay tuned for more highlights. And remember, planning for retirement is one thing you’ll never regret starting—even if it feels a bit late!

16/09/2024

When you’re no longer around, what will happen to your assets, debts and dependents?

This is an important question that needs careful consideration. By putting a personalised estate plan and an updated and executable will in place, you can help to ensure that assets will be transferred to your dependents in accordance with your last wishes.

By conducting an estate analysis you can determine the cost of winding up your estate and make the necessary provisions.

Speak to us now to help you draft a personalised estate plan and ensure a lasting legacy for your family.

+27 79 947 6918 or Email: [email protected]

FSP #46168

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

Address

Randburg
2194

Telephone

+27799476918

Website

http://www.khosiwealth.co.za/

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