not specifically property related but would welcome comments.
we have had the same planner for many years and he was in position to be well versed in our private financial affairs.
out of the blue last week we received a letter from a company we have had no direct dealings with to say our planner had been made redundant. it went on to say someone from the company would be in touch to discuss our portfolio.
we were not happy.
1 who gave them the right to our information?
2 why would they think we would be interested in doing any business with them?
3 what happened to our planner and why did he not have the courtesy to inform us of any changes?
of course we realise that in this time of financial ups and downs all sorts of things happen but nevertheless we are not happy with the way we have been treated.
we have done some checking and will not be dealing with this new company.
we written to them and told them.
our super fund has been deducting monthly amounts to the advisor as recently as june 1.
we have written to them to stop further payment.
we now have to start all over again or do things ourselves.
any one else had similar experiences?
we have had the same planner for many years and he was in position to be well versed in our private financial affairs.
out of the blue last week we received a letter from a company we have had no direct dealings with to say our planner had been made redundant. it went on to say someone from the company would be in touch to discuss our portfolio.
we were not happy.
1 who gave them the right to our information?
2 why would they think we would be interested in doing any business with them?
3 what happened to our planner and why did he not have the courtesy to inform us of any changes?
of course we realise that in this time of financial ups and downs all sorts of things happen but nevertheless we are not happy with the way we have been treated.
we have done some checking and will not be dealing with this new company.
we written to them and told them.
our super fund has been deducting monthly amounts to the advisor as recently as june 1.
we have written to them to stop further payment.
we now have to start all over again or do things ourselves.
any one else had similar experiences?