I
Ivan

1 reviews | Active since Jul 2023

03 Jul 2023, 11:46

Financial happiness

I’m the spouse of a teacher that resigned from the profession after 42yrs. I, on the other hand, had retired from the teaching profession after 33yrs due to ill health. My wife came to hear about Dhevan at Retirement Wellness SA. After making contact, we arranged to hook up with him on his Zoom Sessions. After taking us through the entire process of the difference between Retiring as opposed to Resigning, Caren chose the resigning option as the whole idea is to leave a Legacy for our children. Dhevan revealed some very interesting aspects that I haven’t heard of from any other financial advisors before. Dhevan continued to look into my financial situation and found policies that I’d long forgotten. Well, he has arranged my financial portfolio very nicely into something that I’m very glad about. We get a monthly statement of our investments and he’s not shy in having a face to face meeting whenever requested. I presently have complete peace-of-mind when it comes to my finances. He goes the extra mile!

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Replies (1)
Dhevan Naicker, Retirement Wellness SA
Dhevan Naicker, Retirement Wellness SA's reply03 Jul 2023, 11:54
Official
Dear Ivan,

Thank you so much for your thoughtful and detailed review. I'm truly grateful for the trust you've placed in me and my team at Retirement Wellness SA.

Your journey exemplifies the power of active participation in financial planning. You've not only absorbed the information shared but implemented it effectively.

Your progress is a testament to your commitment and resolve. I couldn't be prouder, and I'm thrilled to continue supporting your journey towards greater financial wellness. Here's to your continued success!

Warm regards,
Dhevan