My Online Adviser

I had a terrible time looking and trying to get into documents that were critical for a court case in a week after 2 days off banging my head against the wall A close friend suggested calling My online advisor I can't thank Makayla enough for the assistance see gave me and explained everything that a child could complete the task afterwards THANK YOU MAKAYLA Show reply

I am so happy I made the switch to MOA. No matter who you deal with they’re always helpful, kind and very professional. My experience for the last two years has been wonderful Show reply

Excellent service. Couldn’t be happier. Very professional and flexible - was able to help us transition to retirement earlier than we’d anticipated. Special thanks to David, Maisy and Wendy for their respective expert advice and assistance. Highly recommended! Show reply

My online adviser has been great to work with, Mathew has been very friendly and personal with great communication and he has kept me well informed with everything that is going on with my super. I would highly recommend them. Show reply

David was wonderful,told me he get back to me which he certainly did and with the information I required. Would definitely recommend them if you are looking for your super. Show reply

Farryn - My Online Adviser - Farryn was very polite, professional, and helpful throughout the interaction. They provided clear and informative answers, took the time to explain everything thoroughly, and made the process easy and straightforward. Their friendly and professional approach made the experience very positive. I was very happy with the level of service provided. 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

David was easy to talk with , down to earth, explained what I needed to do in a way that was easy to remember and understand. Very professional and he spoke clearly, which is a real bonus these days. More people like David answering our phones when we need assistance, not just only finding lost super, but many other areas in our modern… Read more ·  1

world,, would make life a lot easier. It was also a pleasant change having an issue dealt with so promptly.

Sincerely Jennifer Ford

Excellent service, Sam knows his job very well. Rang at the time he said he would and was clear and thorough. I would recommend him and use the service again if needed. Show reply

Absolutely amazing service! David was very polite, efficient and knew what he was doing. David didn't waste any time and arranged a time that was convenient for to chat about my search results. I highly recommend David's services Show reply

Spoke to Kieran. Very personable guy, super friendly and very knowledgeable. I was given some very useful information relating to my super within a couple days of putting in for the request. All delivered with a friendly attitude and kindness. I would definitely recommend using this company for assistance with your financial situation and providing financial advice Show reply

Unbelievable service, the whole team where fantastic. David, My online agent/adviser was fantastic. The biggest plus about 'My online Adviser' was the communication. Highly recommended Cheers TEZ Show reply

I’ve had a great experience with my online advisor. They have been attentive, professional, and incredibly informative throughout the entire process. Within just 3 to 4 months, I have already seen positive results in my account, which has given me a lot of confidence in their advice and strategy. They take the time to explain things clearly,… Read more ·  1

answer any questions I have, and make me feel supported every step of the way. I highly recommend their services to anyone looking for knowledgeable and proactive financial guidance.

Will made initial contact after my online enquiry, I found his manner to be professional yet warm, very upfront yet helpful, and knowledgeable. The entire process was efficient, easy, and had a good outcome. A pleasure to deal with, top marks across the board. Show reply

Makayla Was very impressed and informative and I really appreciate her help in all matters thank you for helping me with a great importance in life thank you keep up the great work Show reply

Another year with my online advisor and couldn’t be any more happier with the service also the employees of this Australian based company An once again, they have gone above and beyond my expectations for this year and could not be any more proud of my online advisor and what they have done for me Also just wanna say a special thank you you too farryn for a great conversation and understanding of my situation Show reply

Dave was incredibly helpful, understanding, and patient throughout the process of helping us. We really appreciated his support and understanding of our circumstances. Highly recommend Dave for his professionalism and genuine care. Show reply

Kieran was an excellent help, very knowledgeable and educational regarding what’s best for me super wise leading into my thirties and beyond. Definitely will recommend Kieran and My Online Advisor to others in the future! Show reply

Dealing with Kieren was a fantastic experience. Not only did he explain everything so I could understand, but he was so happy and joyous to speak to, like I was chatting with a friend! His knowledge was remarkable and even when it looked like the super I already had was the most suitable one, he was honest about it and told me to stay where I was, even after all the work he put in. Would definitely recommend this service to anyone! Show reply

My experience with Dom was excellent, from start to finish he was extremely helpful and made things very easy for me. I couldn't rate my experience any higher, excellent. Show reply

David Hurd was very knowledgeable and made me feel comfortable knowing his firm was a legitimate professional business only interested in helping me sort out my super so it works for me Show reply

Farryn got in touch with me after I expressed interest in seeing what My Online Advisor could do for me. He took the time to really understand my situation and then walked me through the potential options and how they could help. The whole process was simple, easy to follow and very clear. Farryn made me feel relaxed and comfortable throughout… Read more ·  1

what can be quite a personal and revealing conversation, which made it much easier to openly share the information he needed. I’m really looking forward to working with Farryn and the team to improve my situation. It’s great to work with an Aussie business that is genuinely interested in helping and so easy to connect with. 5 stars guys! Highly recommend!