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Kelvin

1 reviews | Active since May 2023

23 May 2023, 19:55

Financial Wellbeing with Dhevan Naicker

Hi good day everyone. Myself and my wife had a one on one with Dhevan to discuss our concerns and fear wrt resigning. Some of our discussion points: - Tax- Pre 1998 and the 1/3 payout - What happens when l or my spouse pass on - Investment so that the well would never run dry in terms of your monthly payment and legacy - How often do we meet after the GEPF payout and what is the processes after that - We touched a little on Medical Aid After our one on one meeting with Dhevan we realize how important it is to have a financial advisor that cares about your situation. How the decisions we make today can make a huge difference when it comes to our future. Our take on tonight's one on one is you don't have to fear the future if you follow Dhevans advise. All our concerns were addressed, one point at a time and we as a couple are in agreement that the best option is to resign as the GEPF are not open and honest with us when it come to Pre 1998 as they tax you from the day you start until the day you resign not dividing Pre 1998 and post 1998. Thanks Dhevan for a eye opening session, we really appreciate the time you took to explain each and every point in detail.

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Replies (1)
Dhevan Naicker, Retirement Wellness SA
Dhevan Naicker, Retirement Wellness SA's reply23 May 2023, 20:05
Official
Hi Kelvin,

I'm deeply humbled by your kind words and immensely grateful for your trust in our journey together. Your testimonial is a testament to the positive impact that open and honest financial planning can have.

Remember, we're just getting started. There's so much more to explore and unravel to ensure your financial future is not just secure, but also flourishing. Looking forward to our continuous partnership.
Thanks again for taking the time to share your feedback. It really means a lot!

Best,
Dhevan