Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Toka Lepota finacials, Financial planner, 163A Nelson Mandela Drive, Bloemfontein.
31/05/2023
😢
We are deeply saddened to hear of the passing of renowned journalist and former 702 presenter Eusebius McKaiser.
Our thoughts and condolences go out to his loved ones during this difficult time.
May his soul rest in peace.
🕊️
These days every chance you get invest.
I’ve been observing my payslip since I increased my retirement annuity. My tax was way high and now it has gone way down.
It always helps to have an annuity.
1. To save on tax
2. To save for a comfortable retirement and of course
3. Sars to reward you. 🤷🏾♂️
Mindset
You have a life cover of R 5 000 000, when you die you can instruct the insurer to invest the R 5000 0000 for 5 years and your child will get a monthly payment of R23 4000pm for 5 years present value. After 5 years they reinvest the R5 000 000 for 5 years and the income would have grown to R27 000pm.
Cut down on your expenses. It’s going to be one hell of a year.
Downgrade to live better.
It’s important also if your tax bracket is higher. A retirement annuity helps you save on tax.
🤷🏾♂️
Interest rates have dropped. Go buy property now!
Happy new year