1 reviews | Active since May 2023
Resign/retire
I had a few one on ones with Dhevan to discuss my concerns and fear on resigning and he even went over the time we were booked. The discussion points was: - Tax- Pre 1998 and the 1/3 payout - Investment so that I will have a monthly income for life and legacy - We touched a little on Medical Aid After my one on one meetings with Dhevan I 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 and you don't have to fear the future if you follow Dhevans advise. All my concerns were addressed, and that the best option is to resign. Thanks Dhevan for eye opening sessions, I really appreciate the time you took to explain each and every point in detail.
I want to acknowledge the commitment and effort you've put into this process. The dedication you've shown by actively engaging in our one-on-one sessions and taking the time to educate yourself by watching the YouTube videos has played a significant role in your financial journey. This initiative on your part has been a key factor in your success.
Your understanding of the importance of informed financial decision-making and the impact it can have on your future is commendable. Your faith in my guidance has been both humbling and motivating, and I'm glad that together we've managed to navigate through your concerns and come to a decision that puts you in a stronger position for your future.
Let me assure you, this is just the beginning. As we continue to work together, you will discover more strategies and opportunities that will further secure your financial future, creating an income for life and a legacy for those you care about.
Thank you for your trust and your kind words, Karin. I look forward to our continued journey together and to seeing you reap the benefits of your hard work and dedication.
Best regards,
Dhevan Naicker
I want to acknowledge the commitment and effort you've put into this process. The dedication you've shown by actively engaging in our one-on-one sessions and taking the time to educate yourself by watching the YouTube videos has played a significant role in your financial journey. This initiative on your part has been a key factor in your success.
Your understanding of the importance of informed financial decision-making and the impact it can have on your future is commendable. Your faith in my guidance has been both humbling and motivating, and I'm glad that together we've managed to navigate through your concerns and come to a decision that puts you in a stronger position for your future.
Let me assure you, this is just the beginning. As we continue to work together, you will discover more strategies and opportunities that will further secure your financial future, creating an income for life and a legacy for those you care about.
Thank you for your trust and your kind words, Karin. I look forward to our continued journey together and to seeing you reap the benefits of your hard work and dedication.
Best regards,
Dhevan Naicker