AT
Arimala T

1 reviews | Active since Sept 2014

04 Oct 2023, 17:59

Hi Dhevan has been my Financial Consultant for the past 5 months, his advise and direction has been absolutely amazing , always giving the right advice and allowing me to make my own decisions , my last meeting was a real eye opener on how he reviewed my

Hi Dhevan has been my Financial Consultant for the past 5 months, his advise and direction has been absolutely amazing , always giving the right advice and allowing me to make my own decisions , my last meeting was a real eye opener on how he reviewed my current life cover, his explanation how what is needed versus what I want at this point in my life saved me over 50percent in my monthly premiums. In this day and age when most financial advisors look for what they can gain from you he has proven time and again he has his clients best interest at heart and looks for ways to save me money and making sure I don’t run out of money after I retire , thank you Dhevan , your efforts to help others will result in you reach your goals and hearts desires, God Bless Yogie

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Replies (1)
Dhevan Naicker, Retirement Wellness SA
Dhevan Naicker, Retirement Wellness SA's reply04 Oct 2023, 18:10
Official
Dear Yogie

Thank you for this glowing feedback.

You've achieved phenomenal results in these last 5 months.  

I'm so proud of how well you have absorbed and implemented the items we discussed.

You have everything in place to make your 'retirement' a huge success.

Warm regards,
Dhevan

P.S. You are going to absolutely love the tax planning I have lined up for you