Stay far away.

This company should be called a financial admin company because there is 0 advisory, only assistance for signing up to policies. If you need someone to help you with paper work to sign up to Discovery, by all means, go for it. If you want actual financial advisory services, stay far away. This company cost me a lot of money due to their complete lack of care (or advice). I wish I left them years ago. I inherited Jeff because my broker left. Jeff signed me up and immediately changed my policy to be linked to my Discovery Bank spend (even though I didn't have an active Discovery bank account - just an old FNB card I was settling - Had Jeff asked, I would've told him this). This resulted in a 14 - 16% year on year premium increase due to an unavoidable blue status. Did Jeff ever speak up and "ADVISE" me to change this? No, Jeff didn't care. Jeff didn't do the thing that his job title claims he is supposed to do. I was left in a situation where my only option was to walk away from a policy I've been paying for 15 years because it became unaffordable. I ended up leaving Discovery because of this and moving all my investments and policies. I got very close to making a formal complaint against Jeff - I still don't know why I didn't go through with it tbh, I probably should have as it would've saved others from the same hell. Maybe the company is not that bad. Jeff on the other hand... My favourite part is when Jeff pointed out that the clause was on my policy from 15 years ago, I find this interesting seeing as Discovery bank was founded in 2018... Nice one Jeff. That's some Discovery math for you. Stay far away. These Discovery brokerages are everywhere as it's the easiest way for unqualified finance bro's to afford ill-fitting pinstripe suits to give the illusion of credibility they so desperately crave - just go for another one. This is not the one. 0/10 Would not advise.