My Online Adviser

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

Excellent service as always. Just had my annual review for my super with Matt from my online advisor and was very happy with there service and there’s no other super company around that actually generally cares for you. Thank you to Matt for helping me to achieve my goals for my future! Show reply

Very friendly professional service by my advisor Macy B. Macy was extremely helpful and explained clearly every step they were going to take along the way. Many thanks for getting my finances in order. Cheers Phillip. Show reply

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.

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

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

From a lost soul to a stable and peaceful soul. This is thanks to you David Hurd. The hard work and helpful nature you have done to ensure that I have been given a more stable future. The way you can see that you are not just there to do your job, but you are there to help others insure a smooth transition to the better future. Show reply

I spoke to David today who was brilliant very helpful, caring and polite and well mannered, also extremely helpful and gave me so much information about my super plus more. The advice he gave me was beyond word. Things that I hadn’t even thought about. Would recommend using this company. Very helpful and easy to talk too. Also very… Read more ·  1

understanding and accommodating to all kinds of information. Once again, Thank You David for all of the advice you gave me.

Really felt looked after from David and one other employee from my online advisor, they went above and beyond and had me all my super accounts in a matter of hours. Very impressed. Show reply

5 stars for My Online Adviser for being a great company to deal with. Michelle has been great and walked me through the onboarding process. I feel good knowing that I have a team that genuinely cares about my financial future.

Arianna and Annabelle were absolutely wonderful in helping me set up my life insurance with my super. They were supportive, patient, and clear throughout the entire process, making something that could have been overwhelming feel straightforward and stress-free. I’m very grateful for their guidance and professionalism, and I truly appreciate the care and service they provided from start to finish. Show reply

I had a really good experience recently with My Online Adviser. They really cared to understand my future goals and set me up with a realistic way to achieve them. My online adviser have made the process quick, and easy, and they've been flexible around my work hours. Had a great experience, and it’s been a pleasure to deal with Michelle who has always made herself available to answer my questions. Show reply

The team at MOA have been super helpful in finding and moving my funds into one place. I didn’t know anything about investments or how to grow my balance, but they’ve been really great at breaking it down for me. Michelle’s communication has been really good, and overall it’s just been an easy company to deal with, Thanks guys! Show reply

Just like to give 5 stars for Annabelle for her prompt and friendly service whenever we contacted MOA. Annabelle was very professional, friendly and so quick to reply to any queries we had whilst transitioning to retirement well done Annabelle we would highly recommend you!! Chris & Kelly Show reply

My interaction with the whole team from the get go was nothing but exceptional. Very transparent and ready to answer all the questions that I had. Especial thanks to Annabelle for the superb job. Show reply

Michelle from My Online Advisor is always a pleasure to deal with. She’s friendly, helpful, and genuinely cares about making sure you feel confident and supported every step of the way. Show reply

Request for funds ( dispite being over holiday period) promply replied and information on processing my request attended. Phone call to acknowlege funds to my account today. Happy with service/ communication/ provided. Show reply

I was looking for my lost super. Kieran was very prompt and helpful. The process was very quick and hassle free with a quick verification and within less than 24 hours Kieran was able to advise me of the records. Highly recommend Show reply

It was a pleasure to work with Farryn to look for any Superannuation I may have missed. He was so polite and friendly. Even though there wasn’t anything for me to claim he took the time to call me and let me know - all within 24 hours!! Brilliant service. Thank you Farryn! Show reply

Well Ben is your man. In a short time we all but became mates over the phone. We took the piss and had a joke in amongst all the serious stuff and to me this makes a process like this that bit more interesting Normally you would get someone on the line that you can’t understand and there is nothing worse in a serious situation. Ben also did not… Read more ·  1

leave any stone unturned, if I asked he answered if he wasn’t sure he would find out. Regular calls to keep me up to date. So let’s see how this journey goes and watch my money grow. P.S I hope ya roof leaks and you get a wet backside too!!!

David found information relevant to my issue, took it upon himself without prompting, saved me time and provided useful advice, in my opinion a credit to his organisation, would highly recommend him and/or his company. Show reply