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Elize B

1 reviews | Active since May 2018

21 May 2018, 10:18

Complaint Daan Schoeman Financial Planning Solutions

This company held my mothers investments and will. When investments had to be made, my parents were visited at the their house. My mother was very impressed with this service.

If only she knew how we are battling to get any results regarding finalising her estate matters. Mother passed away in March 2016 and the estate was finalised by and on behalf of Daan Schoeman by their lawyers. 1 bank account was left out when the estate was finalised, how did this happen? During all the house visits it seems, nobody made sure the will was kept updated. Mistakes happen, I get that. But since we as the beneficiaries are penalised now, fix it! But nothing is being done. We have contacted them several times, last feedback was on 9.4.18 promising to keep me updated....it is the 21st of May today....

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