Helen Janetzki

My one and only very brief interaction with this Financial Planner Helen was an aweful experience, I found her rude, even prior to making it into the meeting room, after also being kept waiting over 15 minutes late, for a 9.30 am appt, that she had to reschedule from a month prior. She took over our planning, from another Financial Planner business we were using, so we did not choose her, she chose us by taking on our business. This occurred without any opt in/opt out option, and even unscrupulously appointed herself as advisor and accessor to our Superannuation accounts over 2 months before any meetings took place, again without any opt in/out or signed agreements. She also claimed she was under no obligation to take over our Financial Planning, but had already gained access to our Super accounts as an (self) appointed Advisor. She did not appear to have the personable skills to hear out what information we were trying to pass on to her, and it felt like she was interrogating criminals like she may have done in her previous employment field. She was constantly interruptive during this time. On numerous occasions I felt as if my Intelligence was being insulted, even harshly questioning why we currently own 4 cars, when in actual fact we only have 2 plus an older model Holden. She failed to even briefly review our existing Financial plan prior to the meeting, so was ill prepared to immediately understand at what point in our lives we were at, let alone listen and understand the info we were trying to impart to her. She failed to clearly outline the main aims of this initial meeting to take over our Financial Planning, and chose to waste our time virtually starting from scratch, given that she should have at least spent 15 minutes prior to the meeting reviewing our existing Financial Plan that she chose to take over. This business is showing 5 stars, based on only 2 reviews, after being in the business over 21 years, so don't be fooled. After this experience, I am unlikely to ever again engage the services of a Financial Planner, right at the stage of our lives where we are about to enter Retirement phase. Do Not engage with this rude lady. No Stars.