Leaveil Wilson - Wealth Planner

💰 Pay Less Tax Today. Build More Wealth for Tomorrow.

Many South Africans wait until retirement to think about their future—but what if your retirement planning could benefit you today?

A Retirement Annuity (RA) is one of the most tax-efficient investment vehicles available. By contributing to an RA, you can:
✅ Reduce your taxable income
✅ Benefit from tax-free investment growth
✅ Build a retirement fund for financial independence

For the 2026 tax year, you may claim a deduction of up to 27.5% of your taxable income or remuneration, capped at R430 000 per tax year.

The result? More money working for your future while potentially reducing the amount of tax you pay today.

Don’t wait until retirement to start planning. The best time to invest in your future is now.

Let’s review your financial plan and ensure you’re making the most of the tax benefits available to you.

📞 Leaveil Wilson RFP™️
Financial Advisor & Tax Practitioner

📱 068 604 0619
📧 [email protected]

Your future secured.

I can help you gain financial freedom. Reach out for a free one on one consultation.

“The best time to plan for tax season is before tax season arrives. Let’s make sure your finances are working as hard as you do.”

Do you think your savings are sufficient for retirement?

Life is unpredictable, but your family’s financial future doesn’t have to be.

Life cover is more than just a policy — it’s a financial safety net for the people you care about most. In the event of death, disability, or critical illness (depending on your cover), life insurance can help your loved ones manage expenses such as:

✔️ Funeral costs
✔️ Outstanding debt (home loans, car finance, credit cards)
✔️ Daily living expenses
✔️ Children’s education
✔️ Protecting your family’s lifestyle

Too often, people only realise the importance of life cover when it’s too late. Having the right cover in place means peace of mind today, knowing your family will have financial support tomorrow.

Ask yourself: If something happened to me, would my family be financially secure?

Don’t leave their future to chance. Review your life cover regularly to ensure it still meets your needs.

Faith + Finance angle inspired by The Lion King

Many people are living like Simba… 🦁

Not broke because of lack of opportunity—
But because of fear, guilt, and delay.

He ran away from his kingdom 👑
And settled for survival instead of purpose.

Sound familiar?

In your finances:
• You know you should be investing
• You know you need protection (life/disability cover)
• You know you need a plan

But something is holding you back…

“What if I fail?”
“What if it’s too late?”
“I’ll start next month…”

Then comes the truth:
“Remember who you are.”

You’re not here just to survive month-to-month.
You’re called to build, grow, and leave a legacy.

Your financial breakthrough starts when you decide:
👉 “I’m taking control.”

Let’s build your plan.
Let’s protect your future.
Let’s position your family to win.

📩 Book a consultation today
Leaveil Wilson RFP™️
Financial Advisor & Tax Practitioner

New Chapter. New Responsibilities.

Marriage changes everything, including your financial responsibilities.

Have you updated beneficiaries?

Reviewed your cover? Now is the time.

Talk to a Financial Adviser today.

Living Lifestyle Plus – The Benefit Which Gives You Options When You Need It Most.

Life is unpredictable. A critical illness can change everything in an instant, emotionally, physically and financially.

While we can’t prevent critical illness, we can help make sure you are financially protected if it happens.

Living Lifestyle Plus provides the support and options you need during challenging times, so you can focus on what matters most, your recovery and your family.

Have a conversation with one of our Financial Advisers today and let’s secure your future.

📞 Call us on: 011 030 3500

T’s & C’s Apply.

EQ-FIN (Pty) Ltd is an affiliate of the Liberty Group. Liberty Group Limited is part of the Standard Bank Group, a licensed life insurer, and an Authorised FSP (no. 2409).

Do you have cover in place?