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- 2 reviews
Authentic Honest Professional Service and Advice
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
Seems like a good service
Plenty of phone calls and reassuring about the review of my superannuation
- Transparency
- Customer Service
- Incentivised Review No
- 2 reviews
- 3 likes
Tahlia is a legend
Tahlia was very professional and polite, sounds like she would be an asset to your business and deserves recognition
- Transparency
- Customer Service
- Incentivised Review No
This was perfect great stuff
Great service and very helpful friendly advice and enjoyable conversation Kerrie was very helpful
- Customer Service
- Incentivised Review No
Easy to deal with.
People were easy to talk to and explained it all to me
- Transparency
- Customer Service
- Incentivised Review No
Find out how Superannuation Advice Australia compares to other Financial Planning Services
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Excellent service everytime
Had a call from pride about my super insurance review, she was very professional, informative and made the whole process easy
- Incentivised Review No
Friendly and helpful service
The customer service today was friendly, pleasant, supportive and very helpful.
- Transparency
- Customer Service
- Incentivised Review No
Friendly and helpful
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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- 2 reviews
Great service every time!!
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
Fantastic
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
Find out how Superannuation Advice Australia compares to other Financial Planning Services
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Great service
Shaun was great, made everything simple and easy to go through
- Transparency
- Customer Service
- Incentivised Review No
Very good
Great telephone manner, very helpful. Helped me with some extra tax questions. Kerrie is really lovely
- Customer Service
The reviewer stated that an incentive was offered for this review
Very good..!!
Very personable and easy to talk to, helpful, polite, friendly.
- Transparency
- Customer Service
- Incentivised Review No
Find out how Superannuation Advice Australia compares to other Financial Planning Services
Know better, choose better.
Service everyone should have.
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
- Customer Service
The reviewer stated that an incentive was offered for this review
Excellent service
All professional and knowledgeable in all aspects of the review
- Incentivised Review No
Tahlia was a legend
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
Questions & Answers
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 ?
Hi Phil, no need to worry. Superannuation Advice Australia is a licensed financial advisory firm, and we always put the best interests of our clients first. You are welcome to change your mind and the...
Read morere definitely won’t be any charges levied. Our goal is to make our clients lives easier. If you are not sure, it would be best to take some time, discuss further with our financial advisers and make sure the service is definitely what you need, before we do anything.
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.
Hi David, we are sorry to hear that your current strategy is not performing well. Upon review of your current goals and personal circumstances, Superannuation Advice Australia can definitely seek to a...
Read moressist with recommendations and strategies to assist in guiding you towards better outcomes in the future. Whilst we can no longer assist with Lost Super Searches, we may be able to assist in showing you how to identify any lost super with your MyGov app, and if appropriate, further assist with recommendations on a more suitable investment strategy for your retirement. Please email clientcareteam@superadviceaustralia.com, should you wish to take forward. Thank you for your question, The SAA Team
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
Hi Teresa, you are 100% correct. The exact fee depends on each individual’s situation, but there is a fee outline in our Financial Services Guide, which covers what we charge fees for, who we are and ...
Read morehow we provide advice. You can click the link at the bottom of this message, and it will take you to the online version on our website. Having said that, before a client joins, we always prepare a personalised Statement of Advice. This outlines all fees, what the advice is, how we arrived at this tailored strategy, and what the benefits would be. That way, you get to make a fully informed decision before joining Superannuation Advice Australia. Thank you for your question, The SAA Team https://superadviceaustralia.com.au/fsg/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.
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.
Extra Information
Superannuation Advice Australia is a ProductReview.com.au Awards Winner for 2022. Learn more
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Hi Megan and thank you very much for your Five-Star Review. We look forward to journeying with you, and supporting you to in maximise your financial future, for many years to come. Please reach out a...
Read morend contact us via this link https://superadviceaustralia.com.au/contact-us/, if you have any queries, at any time. Thanks again for your positive feedback, The SAA Team