The Art Of Retirement Planning
SOLUTIONS
RETIRING SOON
If you are stuck doing something you no longer enjoy or simply want the freedom to do what makes you happy, retirement could be your solution.
STORY OF US
SD Financial Solutions CC was founded in August 2007.
Our primary focus was to assist individuals in acquiring life cover solutions, retirement plans, education policies and simple investments.
Since inception, our goal was to change the way client’s experienced financial advice.
In most cases, clients are being sold policies, but we believe that everyone is unique and therefore the planning must be too.
We take time to listen to a client’s entire life story before giving advice.
This allows us to create solutions that help achieve one’s goals and build long-term relationships.
In 2015, we were one of five Financial Service Providers in KZN to be awarded the opportunity of partnering with one of South Africa’s largest insurers.
We accepted this offer as it was in keeping with our goal of shifting a client’s experience with insurance from a sales industry to one that focuses on a client’s well-being.
THE DREAM TEAM
CFP ® RETIREMENT & INVESTMENT SPECIALIST
Post Grad. Fin. Planning (cum laude)
CLIENT RELATIONSHIP MANAGER
BA Clin. Psych (Hons)
GIVE US A VISIT
At Retirement Wellness SA, we specialize in crafting custom-made solutions for individuals who are about to retire or who have already retired.
We deal with both the private sector and GEPF (Government Employees Pension Fund).
We generally look to help individuals who are three to six months away from retirement, but we do also work with already retired individuals, creating personalized and effective retirement plans for them too.
We also have access to specialist coaches who understand the importance of putting the client first. We invest personally in our clients, finding out what their dreams and goals are, so we can make those a reality.
WHAT OUR CLIENTS SAY
OUR MASTERMIND
Dhevan joined the industry in June 2004 as an Old Mutual
Personal Financial Advisor.
During his time there, he received numerous accolades and awards, being regarded as a premier advisor.
His intention to shift the industry from being sales-based, to one that focusses sincerely on helping clients achieve their goals, inspired him to start his own business.
He has completed both Regulatory Exams, as well as a Postgraduate Diploma in Financial Planning (Cum Laude). He is a Certified Financial Planner.
Dhevan’s passion is helping individuals achieve their goals. For him, it is more than just investing one’s money.
He forms long lasting relationships with clients, so that in years to come, they know, they can always come to him for financial advice or help.
DHEVAN NAICKER CFP® RETIREMENT & INVESTMENT SPECIALIST
Post Grad. Fin. Planning
(Cum Laude)
GET IN TOUCH
Retirement Wellness SA | Copyright © 2022 | All Rights Reserved
Tel: 087 354 9015
Email: retirewell@retiresa.co.za
Suite F110A
iZulu Office Park
Rey’s Place, Ballito, 4399
Kindly email retirewell@retiresa.co.za
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Authorized Financial Services Provider 31609