Formal complaint against Nanette Smith - Discovery Financial Advisor

<p>Approximately two months ago my husband and I were contacted by Discovery to meet with a financial advisor. We agreed and met with Nanette Smith who was only fine to deal with on the day we met her. From there her conduct has been nothing but shoddy to say the least.</p> <p><br />When we met her she advised that we could improve on our Vitality status to Gold if we visited the Wellness Center in Sandton, which we soon discovered was not true since the most we were able to get to was Silver. I then contacted her and her assistant and was not given any reason of substance. On the day we met with her we also took life policies which include education policies for our daughters and car insurance which she advised would be cancelled by Discovery on our behalf once active. This ofcourse did not happen since I got double charged by Discovery Insure and my current car insurer for the month of June. Not only does it end there, I was also charged an additional R150 and R375 by Discovery for charges I have no idea about.</p> <p> </p> <p>What has been worse, has been the four appointments Nanette has not pitched for (with the latest one being today) even after communicating my dissatisfaction with her behaviour before. On one occasion I contacted her to confirm the meeting and was given some lousy excuse about the IT systems not working (not sure how they have anything to do with missing meetings).</p> <p> </p> <p>Based on my experience dealing with Nanette, I believe she is a one hit sales person who gets what she can get from the customer then disappears or disregards customers she has already signed up. With the number of meetings she keeps missing, she comes across as extremely all over the place and just plain disorganised.</p> <p> </p> <p>Since communicating my dissatisfaction, she has since missed two appointments and has not really added much value in our lives. This in my view is sign that she does not respect us nor take our business seriously. I have already cancelled my Discovery Insure policy and plan to cancel both my husband and my life policy, unless a real trusted advisor consults with us to educate us on exactly what the policy entails (according to another financial advisor, Discovery Life Policy is a depleting plan).</p> <p><br />Going forward we do not intend to keep rushing to meet with a Discovery Financial Advisor who is not on top of her calendar, is unprofessional and keeps missing meetings followed with excuses. This means that we no longer want to deal with Nanette Smith and will cancel whatever else we have with Discovery should this level of treatment continue. We intend to have a meeting scheduled by Discovery with another professional advisor as soon as possible who can discuss what we currently have with Discovery.</p> <p> </p> <p>Finally, we would an apology,in writing, from Nanette Smith for wasting our time atleast four times in a row and misrepresenting the benefits Discovery offer. Given our interaction with Nanette, all trust has been lost between ourselves and Discovery because of the benefits we were communicated to,which have not transired since meeting with Nanetter. Now we are questioning everything else, including our policy.</p> <p> </p> <p>As it is today, Discovery has come across as an unprofessional organisation that does not take its customers' business seriously nor deserving of our business.</p> <p> </p>