Hey guys,
Probably as a result of this thread I am getting quite a few PMs requesting suggestions for medical aids. I am happy to help where I can but please bear in mind a few things:
1. Ideally an adviser should sit with the client personally, or at least have a telephone conversation with them, to properly assess their medical aid needs and then recommend plans based on this. Even more ideally, an entire financial needs analysis should be performed.
2. This is my business*, and I do make a living off this, so unfortunately my "real world" clients will always have to get preference over online requests. Therefore I cannot always guarantee my response times to PM requests on here. This may sound cruel but unfortunately the truth of the matter is that advice will be given here and then you will probably use another broker to do the business anyway
I am ok with this, to a degree, but again, it does mean I cannot prioritise requests that are made online here at the expense of "real" clients.
3. Slightly related to point 1 and 2 above, I do need to be cautious that I have remained compliant, with any advice given, at all times. Although I may innocently pass on some information, if you act on this I could possibly be held responsible.
So yeah, fire away with your queries but please understand any delays. If you are serious about actually doing something then feel free to PM me and we can arrange to communicate further. I trust none of this is against forum rules?
* Please note that this was something that I was not really keen to "expose" on here, due to the possibility of some then attaching more value, or not, to what I say, but it has probably become quite apparent to most anyway.
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