1 reviews | Active since Apr 2021
RETIRE WITH ASSURANCE
Greetings. More often than not when we retire our focus is on the money that we have and how long it will help to sustain us. After consulting Retirement Wellness that is headed by a vibrant Financial Advisor who is a Certified Financial Planner (CFP) my entire mindset changed. With his expert advice I realise that planning for retirement is not about how much money I have and what I can do with it but what value that money can buy me in respect of my retirement. Rather than focus on my Financials I was now in a position to plan a stress free lifestyle with the 'package' that was tailored for my individual needs by the Dhevan Naicker, my Financial Planner. I realise and understood that 'one size does not fit all' - I need not compare the lifestyles that my retired colleagues were living but could be living content with my individual tailored plan. I also realise that the fees that I was eventually paying was only a portion of what was quoted during my initial consult. The insight and knowledge of a CFP enabled me to 'see' more tax returns, knowledge that an ordinary Financial Consultant is not aware of. I was grateful not to be concerned about the fees at the outset but continued with my Retirement Planning. I can now say that I am content and realise that Retirement is not about the material wealth that I have but what value that material wealth is providing me during my golden days ahead. If you want Financial Wellness feel free to contact Retirement Wellness without any obligation on ***. A content retiree - Roy N ***.
