1 reviews | Active since Jul 2013

15 May 2016, 12:43

Mark Kaplan is the best advisor!

<p>I was lost in the old mutua system orphaned for 5 years where i was just paying every month for something i knew nothing about. I had found out my previous advisor Gert Smit had basically *****ed me over and even gippoed paperwork or what not and then had disappeared. Mark has been coming to my rescue to ensure that I am investing my money wisely, and to try rectify the mess of Gert. Old mutual wants to deny me a disability benefit / accelerator that Ive had because of wordiness and verbosity now which is totally not my fault nor my doctors. Gert Smit has been the issue and poor Mark is doing his best to assist where possible with professsionalism, efficiency and care. I cannot be punished for Gerts issues and mess ups. Mark is excellent at all he does and is an asset to the company! If it wasn't for his consistency, care and patience Old Mutual would have a big problem on their hands as Mark has pacified me and is doing his best to try get me on the right channels and feel financially secure. </p>

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Replies (1)
Old Mutual
Old Mutual's reply16 May 2016, 07:42
Official
Hi Taryn, Thank you for bringing this to our attention. We will investigate and contact you directly to resolve. Kind regards Kareemah Sulayman Complaints Management