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Caren C
1 reviews | Active since Jun 2023
15 Jun 2023, 16:11
When I decided to stop working/retire, I was in a dilemma as to whether I should resign from GEPF or retire and remain with GEPF
When I decided to stop working/retire, I was in a dilemma as to whether I should resign from GEPF or retire and remain with GEPF. After much deliberation and much information from Dhevan, I made the educated decision to resign. Each time my husband and I meet with Dhevan, I realise how blessed we are to have Dhevan as our advisor. Dhevan explains everything thoroughly. One is never left unsure. His knowledge exceeds all expectations. This has been a long journey. Throughout this journey, we have got to know Dhevan well and have built a relationship of trust. Knowing that through his guidance our goals will be achieved, is a great comfort and relief.
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Dhevan Naicker, Retirement Wellness SA's replyOfficial
15 Jun 2023, 17:08Dear Caren,
Thank you for your kind words - it's been a privilege guiding you and your husband through your financial journey.
Your move to resign rather than retire was indeed a turning point, saving you a substantial amount in tax and helping to shape a successful investment strategy. It's fulfilling to see the fruit of our discussions in tangible financial progress.
There's so much more in store for you two...
Dhevan Naicker, Retirement Wellness SA's reply15 Jun 2023, 17:08
Official
Dear Caren,
Thank you for your kind words - it's been a privilege guiding you and your husband through your financial journey.
Your move to resign rather than retire was indeed a turning point, saving you a substantial amount in tax and helping to shape a successful investment strategy. It's fulfilling to see the fruit of our discussions in tangible financial progress.
There's so much more in store for you two...