CC
Carin C

1 reviews | Active since Apr 2023

01 Jan 2024, 18:09

1st Yearly investment zoom meeting

Hi Dhevan, trust you're well. I would just like to thank you for the 1st yearly review as you have promised when I made the commitment to following your advice and guidelines during my resignation in February 2023. You turned my nightmare into a success story as discussed during the Zoom yearly review we recently had. I am very grateful for your assistance and very impressed with the growth of my investments. The advice you have given my husband is also greatly appreciated. He will definitely make use of your expert guidance and support when it is time for him to resign from GEPF. Thank you for all you efforts and your ongoing support given to GEPF members. Kind regards Karel and Carin Haefele

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Replies (1)
Dhevan Naicker, Retirement Wellness SA
Dhevan Naicker, Retirement Wellness SA's reply01 Jan 2024, 18:17
Official
Dear Carin,

Congratulations on your successful resignation! 

You've conquered tax and investment planning and built a legacy that will extend for generations to come.

Much, much more success to come to you and Karel.

Best, 
Dhevan