1 reviews | Active since Mar 2023
BAD SERVICE
A client asked that funds be moved from a previous insurer to a retirement investment with Momentum Wealth. The funds were paid over on 18 April 2023 in two seperate amounts. I as the broker had sent confirmation to Momentum Wealth of TWO amounts transferred. On querying this with Momentum Wealth, he was told that they COULD NOT TALK to the client??????? I called the offices on the contact number for Brokers and was told that the second amount could not be traced. I sent an email to the manager of the department to which I did not receive a reply. I received another call from my client this morning who is very distressed as over R500 000 is unaccounted for and he had called the Call Centre without much satisafaction. I called the Broker line and after holding for almost 5 minutes was told that the Manager was not in today. I asked for her Manager and again after waiting a while was told that he was in a meeting. No offer was made to get a message to him to call me back. Service??? I don't think so.
The matter has been escalated to the relevant business area who will contact you as soon as possible.
Kind regards
EdB
The matter has been escalated to the relevant business area who will contact you as soon as possible.
Kind regards
EdB
