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.
Helped me reorganise my Super. Now I am receiving more from it. Which is so important to me, as I have very little knowledge of how it works. I feel safer with what my Super will bring in the future.
Considered the needs of the customer. Has looked at my short, medium and long term goals and the best ways how to get there. The process was straight forward and reassuring of the superannuation enigma.
The reviewer stated that an incentive was offered for this review
Long process, though it's worth it
I wasn't expecting the call to take as long as it did. The time taken was purely getting through the questions for insurance. The consultant I dealt with was pleasant. Although there was a severe delay, we got through the call.
Great friendly advice
Friendly and supportive advisers who explain everything regarding wealth and investments with in-depth detail. Great at listening to any concerns I may have for the future. Would highly recommend to everyone.
Concise and Trustworthy
These guys give excellent financial advice and help you plan for your immediate and long term goals. They can help you understand diversifying your wealth and also provide good knowledge and recommendations for investments, property and shares etc.
Easy to do
Fast and easy. Staff are friendly and helpful. They are organised and knowledgeable. It's helpful to do this review annually to keep me on track with super. I would recommend SAA.
Thanks to Brooke and Michael my experience was great.
Information given was explained in a way that was easy to understand and made me feel at ease.
I would definitely recommend.
Cold callers! Unsure how they obtained my number. First call they advised they were a free government service this is a criminal deception and fraud. After the third call they eventually gave their name, pushed and passed me between supposed 'financial experts'. They then get you to go on a webpage scroll including this website to run through clearly fake reviews (you dont need any verification to post a review on here just an email). AVOID! at all costs they try to push you into electronically signing a document without even reading it, when I...advised I wasn't signing anything they became annoyed and frustrated that their slimey marketing tactics hadn't worked. Hopefully they are reported to ASIC for these tactics let alone claiming they are the Government!
Aggressive sales people
The unending calls discussing my potential super saving is unbearably frustrating. I have no re-collection of requesting this service so have no idea where they received my number or name and after numerous calls and even advising the rep that this was NOT something I wanted to pursue, the rep continued to be aggressive under masks of awkward small talk and what passes as 'humour'. He continued to ask a series of questions about my super that I felt forced to answer and I feel like I have had information I did not want forced on to me and endl...ess sales pitch shoved down my throat. Good customer service means understanding when to stop and when a customer is no longer a customer and not interested. The rep I have spoken to is other wise nice but the relentless pushy nature has become frustrating.
Courteous and attentive. Can't remember any other Super fund calling me. Would recommend to friends and colleagues. Good return on investment. Looking forward to the next twelve months. Thank you.
Happy with service
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
Good service, they offer fantastic products and advice.
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
Before you sign!
This product lacks transparency in several ways. Firstly - there is deliberate attempts to stop you from checking things carefully- I had to ask three times for everything in writing. I also was also dissuaded from phoning my super company to verify facts. Once I received the figures in writing I discovered their $2433 initial advice fees - something none of them had disclosed in multiple phonecalls. Finally- and perhaps most seriously- The assessment outcome is calculated without factoring in their fees. Please make sure you check all figures.... They had overestimated their assessment by close to $300000 simply by omitting to factor in their fees. That's either negligent or deceitful and was the moment that solidified my decision to look elsewhere.
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.
Great people to work with
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.
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 there 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.
If you would like to private message your details, we can contact you directly. Alternatively, please give us a call or send an email; whatever is most convenient for you.
Thank you for reaching out Phil, The SAA Team
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 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 firstname.lastname@example.org, 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 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
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