HJ
Hettie J

1 reviews | Active since May 2012

29 Apr 2026, 13:59

Don't BOTHER requesting a CALL BACK for assistance with a Will & Testament

I was actually trying to find out more about what the Personal Will and Testament process all entails on 28 April 2026, as I am a client of Momentum and left a "Call back" on the site "Momentum Trust contact details" where it prompted me and CLAIMS that... "All our services are under one roof, from Will drafting, trust administration to deceased estate administration."

I was then phoned today {29 April 2026} by a person from Momentum and when I asked what the process was, I was told that he is the Sales person, and if I want to find more, I need to PHONE another department as he CANNOT help me and wanted me to write down the number, which I declined.

This is totally ridiculous and UNACCEPTABLE expecting a client {or potential client} to phone around to actually get assisted when a CALL BACK was REQUESTED!!!! Why is the option on the site for a call back if this is how clients as well as potential clients are being treated????

I have been pondering the idea of moving my retirement investment, due to extravagant monthly fees and costs for doing absolutely nothing, for quite some time, and due to THIS service, it is maybe just the exact time in doing so.

0
Replies (2)
Momentum (SA)
Momentum (SA)'s reply30 Apr 2026, 16:05
Official
Dear Hettie
Thank you for your message. 
I have escalated your complaint to the Momentum Trust team to assist you with your request. 
Kind regards
Mvdm
HJ
Hettie J's update30 Apr 2026, 16:11
Reviewer Update
I will wait to be contacted. If not, I will report.