When Ahmed, a long-serving government employee, completed his first retirement review with us, he was beaming. “Thank you, Dhevan,” he said. “Everything is going according to plan.”
But the real credit, I told him, was his. He had followed the guidance, completed each step, and stayed the course.
Ahmed’s story is a reminder: clarity, peace of mind, and financial freedom in retirement aren’t achieved by luck. They come from a deliberate, step-by-step plan—and the right support structure.
That’s why, at Retirement Wellness SA, we’ve reimagined the traditional retirement journey. We’ve created something we believe every government employee deserves…
A 5-Star Retirement Experience.
The Problem: Resigning or Retiring is Overwhelming
If you’re preparing to retire or resign from government, you already know this isn’t just a financial decision—it’s an emotional rollercoaster.
- There’s pressure to get your paperwork 100% correct
- You must understand how tax, investing, and withdrawal timing all work
- Delays in payout from HR or GEPF can affect your ability to pay bills
- You still need to manage your team, complete your handover, and prepare for life after work
All this, while trying to avoid tax mistakes, choose the right income option, and keep your family protected.
And traditionally, financial advisors haven’t always made this easier. Many have focused more on selling products than on serving people.
That’s why we’ve turned the model on its head.
Our Solution: A Dedicated Client Experience Manager
Starting April 2025, we introduced a new role into our planning process: Client Experience Manager.
Think of this person as your personal concierge—someone who guides you from the moment your consultation begins to long after your plan is implemented.
While Dhevan handles your retirement design strategy, your Client Experience Manager ensures:
✅ Nothing slips through the cracks
✅ You get answers when you need them
✅ Paperwork is submitted correctly the first time
✅ Your income, tax and investment strategy are well-supported
✅ You feel confident—not confused
This is what we mean by 5-star service.
The 5 Pillars of the 5-Star Experience
Here’s how we create a retirement experience that rivals the service of a top hotel:
1. Dedicated Support
After each consultation, your Client Experience Manager checks in with you. Did you understand everything? Any questions? Need help with the next step? You’re never alone in the process.
2. Paperwork Assistance
From resignation letters to GEPF forms and fund transfer docs—one small mistake can cause massive delays. We walk you through everything to avoid costly errors.
3. Proactive Communication
You’ll never be left wondering what’s next. We update you every step of the way—whether it’s your tax directive, your investment transfer, or your income payment date.
4. Ongoing Accountability
We don’t just give advice—we help you implement it. Whether it’s paying off debt, setting up emergency funds, or managing your new income, we follow up to keep you on track.
5. Personal Touches
From birthday check-ins to anniversary messages, we remember the little things. Because you’re not just a file number—you’re a person who deserves care, clarity, and respect.
Why It Matters
When you’re trying to make a once-in-a-lifetime decision—like resigning instead of retiring—you need a team that’s experienced, attentive, and genuinely committed to your success.
We’ve helped thousands of government employees navigate this journey. And the lesson we’ve learned is simple:
✨ When you feel supported, your results improve.
The 5-Star Experience isn’t a luxury—it’s a necessity.
Ready for Your 5-Star Retirement?
📧 Need support? Contact us: retirewell@retiresa.co.za
📺 Join our FREE Retire vs Resign Masterclass now:
👉 https://www.retirevsresign.co.za/online
🔒 Book your VIP consultation today:
👉 https://www.retirevsresign.co.za/consult/
Disclaimers:
- Retirement Wellness SA is an Authorised Financial Services Provider (FSP 31609).
- This blog post provides general information and does not constitute financial advice.
This information is not provided by or on behalf of the Government Employees Pension Fund (GEPF). We do not act on behalf of the GEPF.
