Alex forbes

I am beyond frustrated and disgusted with the service I have received from Alexforbes regarding my withdrawal claim after resigning on 30 March.

My last contribution was paid and everything was supposedly in order. I could track my claim on the app and it showed “Tax Directive.” Then on Friday, 8 May, I suddenly could no longer track my status. When I called, I was told my claim had moved to the PAYMENT stage. Naturally, I was relieved.

On Monday, 11 May, I followed up again and was once again told it was at the payment stage. Then on Wednesday, 13 May, out of nowhere, I was told the payment had been CANCELLED due to “incorrect information.” Thursday, 14 May, and Friday, 15 May, I was told they still needed to do a resubmission.

What makes this even worse is that on Friday afternoon around 13:20, Alexforbes contacted my broker directly and confirmed that my claim was being processed and that the money would reflect in my account early this week.

Now today, Monday, 18 May, I call and suddenly I’m being told they STILL need to do a resubmission.

How is it possible that every single agent gives a completely different story? How can you tell a client and a broker that payment is being processed, but internally nobody seems to know what is going on? The agent today even admitted he could see they called my broker, but “couldn’t see what was discussed.” That is unacceptable and shows a shocking lack of communication and professionalism within the company.

This process has caused unnecessary stress, anxiety, frustration, and emotional exhaustion. Clients deserve honesty, transparency, and consistent communication — not endless contradictions and excuses.

I expected far better service from a company trusted with people’s retirement funds. Right now, I feel completely misled and ignored.It's like you are being ****med