1 reviews | Active since Feb 2014
Rude Financial Adviser
I Contacted one of your Financial Adviser who I met vial LinkedIn and in June we made an appointment to meet, The 1st appointment he didn't pitch and didn't call I had to call him he had forgotten but he had sent a meeting request I had to drive from Soweto To Benoni for nothing, The 2nd appointment he was an hour late. I then took up a life policy, retirement optimizer and tax free savings account. He later also offered me a comprehensive car insurance policy which I declined but he was so rude at the reasons I gave him and said whatever which I found to be rude of him. anyway I then later realized I wont be able to afford them and cancelled, which I was advised o send a written letter, which I did and I cancelled both the optimizer and tax free savings, but only the tax free was cancelled, I didn't pay attention to that until recently when I was reviewing all my policies due to the fact I just lost my job, I then sent an written email asking for my life policy to be paused and retirement optimizer to be cancelled and I then received an email back saying I can only get back R550 and which there will still be deductions and asked for an explanation because to date I have paid R1500. Collen Ngcobo the financial adviser then called and laughed that I didn't understand, I was expecting him to be sympathetic and then explain but he didn't care about that he was just warried that he is loosing a client. I then hung up the phone when he was being rude and he called me back saying I am acting like a child and who did I send the 1st email to because I didn't send it to him that's why the optimizer was not cancelled. He had the letter infront of him and said I didn't cancel the optimizer I asked him to read the written letter which he did and said that I am crazy. I later got an whatsapp saying I quote "I will no longer be able to assist you moving forward. please ask a non arrogant consultant to assist you.
We acknowledge receipt of your post and thank you for raising your concerns with us.
As discussed, we confirm that your complaint will be escalated to the relevant team for urgent attentions.
Regards
Precious
DISCOVERY LIFE
We acknowledge receipt of your post and thank you for raising your concerns with us.
As discussed, we confirm that your complaint will be escalated to the relevant team for urgent attentions.
Regards
Precious
DISCOVERY LIFE
