866 reviews
AI reviews summary
My Online Adviser receives overwhelmingly positive feedback for its personalised approach to financial planning and superannuation management. Users consistently report high satisfaction with the team’s ability to simplify complex financial jargon and provide tangible growth in their super balances. The service is characterised by proactive communication, particularly during annual reviews and when tracking lost superannuation funds.
Pros
Cons
Verdict
My Online Adviser is a highly regarded service for individuals seeking to consolidate superannuation, recover lost funds, or improve their long-term investment growth. The company’s strength lies in its approachable, "human-centric" customer service and its proven ability to deliver clear financial results. It is particularly well-suited for those who find the financial sector intimidating and prefer guided, professional support.
I had a call from David regarding my Super I had lost. I was so happy to have him run a complementary search and finding an extra $100k I didn’t know I had. Thank you so much David Show reply
Makayla was fantastic to deal with over the phone. She was friendly, patient, and very knowledgeable. She answered all of my questions clearly and made the whole process easy and stress-free. Her excellent customer service and professionalism were greatly appreciated. I highly recommend Makayla to anyone looking for outstanding support. Thank you, Makayla! Show reply
Just like to thank David very much for his patience and advice and for helping me in planning for my retirement. Thank you so much David, really appreciate your help. Show reply
Reviews with attachments
So happy I had David steer me in the right direction with my financials and planning for retirement to consolidate my super and help understand insurance with my super as well. Highly recommended!
Mean Māori Mean much love and respect appreciate what you’ve done for me and my family forever William James PEKE Show reply
I found my rep very professional, friendly and very confident with his advice. Show reply
David was very helpful with my inquiry today Thank you David Show reply
Positive reviews
I highly recommend Wendy and the team at My Online Adviser. From start to finish, the service was outstanding. Wendy was incredibly friendly, professional, and kept me informed throughout the entire process. Everything was handled quickly and efficiently, and she made what could have been a complicated process very easy to understand. Her… Read more
communication was excellent, and she was always happy to answer any questions I had. I couldn’t be happier with the service I received and would highly recommend Wendy to anyone looking for financial advice and support. Thank you for making the whole experience so smooth and stress-free!
Makayla provided great service and clear communication, I highly recommend My Online Adviser to anyone looking for guidance around their superannuation and financial needs! Show reply
Matthew was thorough and helped walked through my annual super evaluation. He also assisted with other tasks regarding my super, booking a tax return, and answered questions I had. Show reply
Negative reviews
Be very wary of this company – Be very wary of this company. Was looking for company that could give us "health-check" as to current retirement readiness and then ascertain if they could be trusted with our finances moving into retirement 1st call ([Name Removed]) was to gather all our information as to assets/liabilities. Was told we would have 2nd call with advisor who would… Read more
walk us through where we were at present with our retirement plans and what things the company could help us. We were informed at this stage it would be fee-free. If we wished to move forwards, they would develop a plan for our retirement, which would cost $1500 if we didn't move forwards with the plan, or a maximum of $8,800 if we did (based off setting up a SMSF and transferring $200,000 from work super into it where we would pay 4.4% on this transfer). 2nd call ([Name Removed]) was under prepared, did not know our financial position and tried to direct us down the path of SMSF without even knowing we already had a SMSF (investment property). [Name Removed] became uncomfortable when expressed my concern that he was unable to provide a "health-check" as to our current retirement position, saying he had "never heard of anything like that before". He then switched to expressing that he felt this was not going to be a "good" match and that he was afraid i was going to listen to his advice and then go and implement it myself. I tried to express that was not my intention, but the conversation soon ended. Very disappointed with the experience. Overall i got the impression that they were only interested in setting up Self Managed Super Funds, having me transfer funds into it for it to be invested based on their recommendations - not interested in providing a wholistic approach to getting ready / transitioning / living through retirement. Be very wary of this company.......
They Lost my super! – I engaged the services of an advisor with the intention of obtaining advice in my best interest. However, I believe that the advice provided by this individual did not align with my needs, and as a result, I decided not to proceed with their services. Despite my reservations, I had to navigate a complicated process to prove my ineligibility for… Read more
their services, which was exacerbated by an error on their part that caused my superannuation to become lost between my original account and the new one they had opened for me.
While the advisor in question claims to be knowledgeable and skilled in their field, their mistake caused significant complications for me, including the closure of my original superannuation account. Furthermore, after my decision to cancel their services, they attempted to send funds to the new account, which I instructed them not to do, So they told the second super provider to reject the funds. But since they closed my original super account, the super money had nowhere to bounce back to!!! ultimately resulting in the loss of my superannuation as my original provider had already closed my account.
In light of these events, I am now tasked with locating my lost superannuation, a task that would not have been necessary had the advisor acted with greater competence and knowledge of superannuation accounts. I urge others to exercise caution and conduct thorough research before engaging the services of this individual, as their claims of professionalism appear to be at odds with their demonstrated lack of basic understanding of superannuation.
Hi Just Another User, Thank you for your… Read more (+5 replies)
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Good service – Good services quick response happy with service given found on found infornation relevant to what I was asking happy to tell friends family and co workers about this service happy
Thank you for your review. We pride ourselves… Read more
Recent reviews
Everyone i have spoken to are, polite, easy to understand and very helpfull with answering my questions and their knowledge. I highly recommend My Online Advisor!
I had an excellent experience with Farryn Stimpson to help find my lost super. The customer service was outstanding—friendly, professional, and very straightforward. He explained everything clearly, made the whole process simple, and were always happy to answer my questions. I really appreciated how easy they made everything and would highly recommend them to anyone needing help finding their super. Thank you for the excellent service! Show reply
I had a fantastic experience with my super consultant, he explained everything clearly and efficiently. he answered all my questions and was very professional. I felt like I was in good hands the whole time, I'm very satisfied with the service I received and would recommend this to other people who struggled with sorting out their super
I reached out to my online advisor for help to organise my super. And I could not be happier with the help I have received, the team are friendly and incredibly knowledgeable, I cannot recommend them enough whatever your financial needs are they can definitely help Especially Makayla. Show reply
Kieran was extremely helpful today with the questions I had prepared in relation to my super fund. He was friendly and offered me the best solutions to my situation Show reply
I really appreciated David calling and taking the time to help me understand where my super is. I have been out of the workforce for a long while and it didn’t know where to start. Thanks again David. Show reply
The consultants at ‘My online Adviser’ are very polite and I always feel reassured that they care for my best outcome with my superannuation investments so I can one day retire comfortably. Thank you Show reply
Will Jukes, is an excellent person. Did an excellent job was very informative, helpful, trusting, easy to speak with and too. Nice guy and knowledgeable, as it seems he cares and knows what he’s doing and talking about . Would recommend just maybe next time mention a bit more about the company. Cheers Appreciate your help Show reply
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Hi , I am very happy with all the advice and support I've had with my online adviser ( Zoe, Mitch and Annabelle ) thank you very much for everything you have done for me. Show reply
Excellent service, friendly staff and great communication. Everything was handled efficiently and professionally. I Highly recommended it. Thank you ‘Will Jukes’ appreciate you bro. Show reply
Had a call back from Sam who was absolutely amazing. Really helped find a resolve with my issue...might I suggest a pay rise for Sam. You will definetly want to keep him on. Regards .Sarah Show 2 replies
Makayla was a delight to speak with and very helpful in my inquiry. Wouldn’t hesitate to recommend her or the company to others in the future. Thanks very much Show reply
My online advisor Kieran was absolutely incredible, best customer service, very professional and even had an awesome sence of humour need more people like him Highly recommend this guy!
I first approached to consolidate my various superannuation funds. Firstly, to locate a few lost funds, amounts and to finally have all the relevant details on each so that I had the ability to consolidate them. The consultant Ben Shield was very understanding of the situation and within a few days had all the relevant details back to me in a very timely manner. Thanks Ben Show reply
Tobias took me through my annual review - he was so personable, yet professional, and was a pleasure to chat to! He was extremely genuine and made me feel super comfortable throughout the process. I would highly recommend Tobias and the team at My Online Adviser, because I truly feel confident my Super is being looked after! Show reply
I have been with online advisor since 2021and have had great advice and results relating to my super,always reachable and very helpful and will continue with them moving forward Show reply
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Hi Jason, Thank you for your time on the phone… Read more