A few months ago attended an appointment with a financial planner within a major 'industry fund' service.They required an up front payment of $2000 which I paid. I gave them an accurate statement of position.When I returned some time later the staff member basically said didn't have much to do anything?
I guess I have no recourse and should just get over it. Just annoyed they demanded an up front payment fee knowing most of what I had.
Any low cost planning options around?
I assume I have no of recourse by now.
Any suggestions?
Mohawk
I guess I have no recourse and should just get over it. Just annoyed they demanded an up front payment fee knowing most of what I had.
Any low cost planning options around?
I assume I have no of recourse by now.
Any suggestions?
Mohawk