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Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 762 reviews · View Statistics
Listing monitored by Superannuation Advice Australia

Reviews

  • Transparency
    4.8 (629)
  • Customer Service
    4.9 (649)
Previous
Next

Excellent information.

published

Cameron and Michelle were very professional and helpful. They provided clear information and made sure that I understood the type of service I was using and they also made sure that they understood what I wanted from my products with regards to investment options. Thank you for taking care of the things that I don't necessarily have the expertise to manage myself.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Sarah H.
Sarah H.Central Queensland, QLD

Their great to deal with

published

I'm so glad I have gone with SAA, it takes the guess work out of my super and I still feel confident knowing my money is in the safest hands.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
NWP
NWPSydney, NSW

Happy with service

published

Friendly and helpful staff. Great advice when asked for it and didn’t push own opinion without my invitation to do so which was pretty important to me. Linked me to the right people when needed

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Brendan
BrendanGreater Melbourne (Outer), VIC
  • 2 reviews

Good service, they offer fantastic products and advice.

published

Really good consultation very thorough and will find the best advice for your needs. Highly recommend superannuation advice Australia to any one whom needs a hard working financial advisor to look after their best interests

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia

Hi Brendan, thank you very much for your valuable feedback. We look forward to continuing to journey with you in achieving your superannuation financial goals, while instilling peace-of-mind. Thank you again for your recommendation, The SAA Team

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Mee
MeePerth, WA

Excellent Follow up

published

Both Michelle and Marcus were very polite, patient and knowledgeable. They explained every step of our conversation and made sure that I was well informed. I enjoyed our conversation and felt very comfortable with what we discussed and how it was conducted.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia

Hi Mee, thank you very much for taking the time to share your recent experience. We appreciate your valuable feedback and will definitely pass your kind words onto Michelle and Marcus. Thank you again for your Five-Star Rating, The SAA Team

Before you sign!

published
Transparency
Customer Service
Incentivised Review No

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Next

Annual Review

published

Overall it was good friendly and informative advice in a very professional manner and happy with the review as it touched up on my risk appetite and insurance requirements to cover mortgage and achieve retirement goals.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia

Excellent

published

They where clear and very helpful
the information was explained to me in a easy way for me to understand i feel confident with my choices, and I had a great laugh with both Michelle and John in this lock down time we all need a good laugh Thank you so much

Transparency
Customer Service
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
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The reviewer stated that an incentive was offered for this review

Raelene
RaeleneSydney Surrounds, NSW

Clear, funny,down to earth people.

published

The information was explained to me in a easy for me to understand way, I feel confident with my choices, and I had a great laugh with both Harley and Brooke, in lock down they both made my day thank you

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia

Over and Above

published

Brooke, Sade and the team at SAA are always helpful and very communicative with all information required. They always ensure I understand all aspects of conversation.

Both Brooke and Sade where very polite and easy to talk to during my review. Very happy with the services provided.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Financial Planning Services

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MARTY
MARTYMetropolitan Adelaide, SA

surprised but happy

published

I did not follow my account through the year was surprised with outcome very happy, my dealing today were very easy and efficient. Thankyou for your help and may the outcomes continue to be good.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Tams I.
Tams I.Sydney, NSW

Professional interview

published

The interview by Brooke and Cameron were conducted in a informative and professional manner and didn't take much of my time. Pleasure to talk to and made everything simple and easy to understand.
Cheers guys keep up the great work.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Craig
CraigPerth, WA

Great friendly team

published

Very easy to understand and very informative will recommend to friends have done a fantastic job of improving my super very pleased with amp north keep up the good work guys.thankyou

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
john
john
  • 2 reviews

excellent service

published

clear and factual information,
polite and it was good to speak to people who spoke the english language.
also the phone service was good without too many press 1 for this etc.
Above all the return i got was brilliant.

Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Big fella
Big fellaDarling Downs, QLD
  • 2 reviews

Great people to work with

published

Clear precise and relevant information was given in an understandable dialect. Very polite personnel to speak with it was an easy conversation to have. I would recommend there services to any one who wishes to understand there super better.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia

Very supportive and easy to talk to

published

My super results have been exceptional I wish I moved to this super soon, I have heard more from BT panorama in 12 months than the 14years I spent with aware.

Transparency
Customer Service
Incentivised Review No
Superannuation Advice Australia
Louise C.Superannuation Advice Australia
Financial Planning Services

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Questions & Answers

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 Australia

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 assist 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

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 Australia

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 how 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/

RLynne
RLynneasked

How long will my Super of $250,000 last, moderately defensive & drawing $30,000 a year

1 answer
Superannuation Advice Australia
Louise C.Superannuation Advice Australia

Hi RLynne, our Advice Team is excellent at preparing these projections, but to ensure accuracy, we would need a bit more information about your personal situation. Current investment returns for moderately defensive strategies are very close to the inflation rate in Australia of around 3%. As such, investing the suggested sum in moderately defensive assets only, it is likely the funds would be exhausted in under 10 years. Thank you for your question, The SAA Team

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