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Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 2,089 reviews · View Statistics
Listing monitored by Superannuation Advice Australia

Pros

Expert financial advice
Friendly and accommodating advisers
Handy free services

Reviews

  • Transparency
    4.8 (1,648)
  • Customer Service
    4.9 (1,727)
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Reviewer Photos & Videos

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Megan
MeganSouth East Queensland, QLD
  • 2 reviews

Authentic Honest Professional Service and Advice

published

Staff were friendly, professional and accommodating every step of the way. They were extremely patient and happy to explain processes and advice as often as I needed. I feel extremely confident and secure with their financial advice and planning.

  • Transparency
  • Customer Service
  • Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice AustraliaSend a private message
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Seems like a good service

published

Plenty of phone calls and reassuring about the review of my superannuation

  • Transparency
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  • Incentivised Review No
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Hamish
HamishTasmania
  • 2 reviews
  • 3 likes

Tahlia is a legend

published

Tahlia was very professional and polite, sounds like she would be an asset to your business and deserves recognition

  • Transparency
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  • Incentivised Review No
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This was perfect great stuff

published

Great service and very helpful friendly advice and enjoyable conversation Kerrie was very helpful

  • Customer Service
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Easy to deal with.

published

People were easy to talk to and explained it all to me

  • Transparency
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  • Incentivised Review No
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Financial Planning Services

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James M.
James M.South East Queensland, QLD

Excellent service everytime

published

Had a call from pride about my super insurance review, she was very professional, informative and made the whole process easy

  • Incentivised Review No
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Friendly and helpful service

published

The customer service today was friendly, pleasant, supportive and very helpful.

  • Transparency
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Friendly and helpful

published

Really good service with a very informative team of people. Tahlia was very friendly and thorough.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Rebecca R.
Rebecca R.North-West & West coast, TAS
  • 2 reviews

Great service every time!!

published

Kerri was helpful, friendly and provided a great update and service for my check-in call.
Fabian has also been amazing with updates and birthday messages, what a great company

  • Transparency
  • Customer Service
  • Incentivised Review No
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Fantastic

published

The staff that I talked to explained and gave the advice regarding my Supper. They gave me chance to ask questions.

  • Customer Service
  • Incentivised Review No
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Financial Planning Services

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Great service

published

Shaun was great, made everything simple and easy to go through

  • Transparency
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  • Incentivised Review No
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Very good

published

Great telephone manner, very helpful. Helped me with some extra tax questions. Kerrie is really lovely

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The reviewer stated that an incentive was offered for this review

Very good..!!

published

Very personable and easy to talk to, helpful, polite, friendly.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Financial Planning Services

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Johnny
JohnnyPerth, WA

Service everyone should have.

published

It’s so good to know you have people like Pride working with SAA to guide and assist. Very professional kind and well spoken. Thanks Pride

  • Transparency
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The reviewer stated that an incentive was offered for this review

Excellent service

published

All professional and knowledgeable in all aspects of the review

  • Incentivised Review No
Similar opinion? Write a review on ProductReview.com.au!

Tahlia was a legend

published

Tahlia was a pleasure to deal with, mid convo my 2 1/2 year old interrupted crying Tahlia asked if I would like to pause the chat so I could attended to my family.

Was lovely

  • Customer Service
  • Incentivised Review No
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Questions & Answers

Phil
Philasked

Can I change my mind after I sign the first lot of documents and before I sign the third party documents that have been sent, I feel like I have been rushed into it and signed the first lot of documents before reading up on all of this, just got me at weak moment as just kept getting phone calls. Will I be charged anything if I don't go ahead with it, why is it just under $5000 to start, when there will be ongoing fees ?

1 answer
Superannuation Advice Australia
Louise C.Superannuation Advice AustraliaSend a private message
David Muliaga
David Muliaga asked

Hi my name is David Muliaga and I have lost super can you help put it all together and give me a full detail amount and also advise me on which is the best super fund to put it in to.

1 answer
Superannuation Advice Australia
Louise C.Superannuation Advice AustraliaSend a private message
teresa atkin
teresa atkinasked

Can someone tell me roughly how much the charges are to set up everything, I know every situation is different, just a rough guide. thanks

1 answer
Superannuation Advice Australia
Louise C.Superannuation Advice AustraliaSend a private message
See all Superannuation Advice Australia questions

Get an answer from our members and Superannuation Advice Australia representatives

Details

Features

It’s free to ask Superannuation Advice Australia to review your current super set-up. You can do this by requesting a superannuation review (which can be done over the phone). SAA also provides the free service of being able to assist you with using the MyGov app to identify any lost super.

If you enlist Superannuation Advice Australia to carry out these free services, you’re not obligated to purchase a paid service with the company. If you do opt to purchase personal financial advice, fees are outlined in an advice document. Proceeding or declining the services based on the stipulated rate is then your choice.

Services that Superannuation Advice Australia can assist customers with include: recovering lost super; and consolidating your super accounts into a well-performing fund that matches your unique circumstances, including age, balance, risk profile and financial goals.

Points of praise

The friendly and knowledgeable staff at Superannuation Advice Australia wholeheartedly helped customers learn more about their finances. This included reviewers who shared that they possessed relatively limited financial literacy. Despite this, advisers were patient and explained everything clearly.

Communication was consistent and attentive, with customers being kept well informed and in the loop during every stage of the process.

ProductReview_2022 Awards_logo

It’s no superfluous statement that Superannuation Advice Australia has made a positive impact on its customers superannuation funds. In 2022, this helpful company takes home a ProductReview Award for Best Financial Planning Service. Customers were most impressed by SAA’s transparency and customer service.

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