1 reviews | Active since Nov 2017
Poor Broker Service
Dear Discovery,
I have been with a very successful Discovery Broker for many years now. Initially the service was great, but within about 24 months the service become absolutely non-existant. He has not been available at all and a number of requests submitted between 12 and 18 months ago to review and subscribe to retirement savings plans is still to be responded to. I am sure I am due the lost interest I would have earned during this period? My entire portfolio is with Discovery. I pay over R10 000 a month in premiums and have a very large lump sum investment. Surely as such a big and successful business very basic things such as selling new business should still be a priority?
Good day Liesl,
Thank you so much for bringing this to our attention and giving Discovery Invest the opportunity to try resolve this matter.
The role of the financial advisor is to help their clients plan for their short and long-term financial goals. Given the ever changing economic landscape, it is prudent to keep in touch with your financial advisor and so we therefore support meeting once a year, or alternatively as and when the need occurs.
I will contact you directly now via your email address provided to ensure your concerns are addressed.
Kind regards,
Discovery Invest
Good day Liesl,
Thank you so much for bringing this to our attention and giving Discovery Invest the opportunity to try resolve this matter.
The role of the financial advisor is to help their clients plan for their short and long-term financial goals. Given the ever changing economic landscape, it is prudent to keep in touch with your financial advisor and so we therefore support meeting once a year, or alternatively as and when the need occurs.
I will contact you directly now via your email address provided to ensure your concerns are addressed.
Kind regards,
Discovery Invest