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.
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
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.
I value honesty and a easy conversation was had.
I like to have the direct facts and thoughts on how to best move forward with the super plan. It would be good if I could discuss my options in how to proceed with the assets that I have with retirement around the corner.
The conversation was pleasant and respectful.
The forms were easy to navigate and sign.
Michael was very efficient in his dealings with me as was Michelle. All required business was carried out with a minimum of fuss and efficiency. Service was very positive and friendly.
This is just what I need to prepare for my retirement
The service provided was very informative, precise & constructed towards my superannuation, tailored around my investments. I felt that they were looking out for me and my future, not just a number.
Michelle & Taylor
I really enjoyed my chat with Michelle & Taylor today, It was like talking with a couple of mates. They called at a planned convenient time for me & were very thorough & patient with me in explaining all I needed to know about my super. Its very reassuring to know that they are there anytime I need to chat about my super and it’s a wonderful feeling to know your super is in such capable hands. They were both a pleasure to speak with.
Thanks so much.
Require support and updates.
Thankyou to Superannuation Advice Australia for your informative phone calls and your time. Your information and support are invaluable for setting up for retirement. Help on how to access super and best personal super asset allocation advice, are a couple of things I can say thankyou for.
Nice experience talking to the team
It was great to discuss with the SAA team about my situation and investing appropriately. The team members were very understanding and gave relevant advice for my portfolio. Hope to continue working with the team for positive outcomes in the future.
Great to be contacted
Apart from the phone issue, everything was good. As I'm not real savvy with the Superannuation workings. It was good to have clarification with the process.
Will recommend SAA to my family.
easy to understand and speak to as they where not aggressive or pushy with there council
they stayed to the relevant information and guided me though the process which was quick and easy
happy with the growth of super
i was happy with the review, the staff are pleasant to talk to & provided me with accurate advice regarding my super, i would recommend superannuation advice to other people that want the most out of there super.
Review of superannuation
This my first ever review of my super that I have had during my work life and it was a great experience they got to the point straight and made it really is to understand and sound like they knew what they were talking about.
Questions & Answers
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 email@example.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 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
How long will my Super of $250,000 last, moderately defensive & drawing $30,000 a year
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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