VicSuper

I've been with Vicsuper for nearly 40 years. Their service to members is now appalling. They don't answer calls, reply to emails. What are my admin fees paying for? Does anyone actually work there?
I used to get worthwhile and valuable advice. Now all that is provided are multiple choice questions and a summary an economics 101 student could deliver .

I have been with State Plus/Aware Super for more than thirty years. I am very pleased to have Sam Shah assisting me recently. We were fortunate to have Sam review our superannuation and believe in Sam's good advice and recommendations. We were given very good information regarding updates to our Super account. We highly recommend Sam Shah as he is very approachable, clear in his presentation and knowledgeable in his field of work. He is a excellent financial adviser whom we have the upmost respect in his approach in dealing with people and knowledge...Keep up the good work Sam from Domenico & Ann

Re:- Sam Shah (AWARE Financial Planner)
My name is xxxxxxxxx where I was assigned to Sam Shah as my AWARE Financial Planner around the last quarter of 2020. Due to the COVID issue, Sam and I have never met, and this is my unsolicited recommendation of Sam – I have done it because I want to do it.
It is my understanding from the news that AWARE is reviewing how many financial planners that they need. This is my recommendation that Sam be one of those retained, for the following reasons:-
1) He listened to me, understanding and adapting to my pe...

I have been with Vic Super for more than twenty years. I am very pleased and fortunate to have Sam Shah assisting me throughout these years. We were delighted to secure Sam to review our superannuation after being static for four years. Through Sam's good advice and recommendations, we were informed vital steps to update our Vic Super account by streamlining it, making it productive and efficient. We highly recommend Sam Shah to friends as he is very approachable, clear in his presentation, knowledgeable in his field of work with his remarkable experiences. He is indeed a spectacular financial adviser whom we have confidence and satisfaction in his great service.
by Serena & Stephen A. on 14 April 2021

This is the first time we have left a meeting or information session with a financial advisor actually feeling informed and understanding the advice and path forward.

Sam is down to earth, knowledgeable and explains his financial advice and strategies clearly, ensuring you fully understand.

We would have no hesitation recommending Sam to all our family and friends.

For many years, Sam Shah has assisted me to plan for retirement and post retirement. He's why I have recommended VicSuper to others. Sam's experience/approach should be the standard for all superannuation advisers.

Twice now I have left a meeting with Sam Shah, smiling a very happy smile. Sam is a financial guru, going beyond the usual to tailor a package that will keep my wife and I very comfortable in retirement. I can highly recommend his excellent service.

A phone call after 7 on a Friday night to clarify information I had received
As always Sam was patient, knowledgeable and helpful. Happy to recommend Sam to others. Excellent service.

I was very confused about what to do after I retired. Sam was very helpful and patient, specially since I had many questions.
He went through everything step by step. He even went out of his way to look at options that could save me and my kids money.
It was a pleasure working with Sam and i would recommend him to my family and friends.

I have been with VicSuper (Aware) for many years but had never undertaken any planning for retirement. I left everything to the last minute. Sam was very professional and walked me through the options and process to follow. His patience was never ending and he answered all my questions in a way that made it easy for me to understand. He made certain that I was clear about any actions that I had to undertake to make my transition to retirement as smooth as possible. Very happy with Sam as my advisor.

When I retired in 2018 I had Sam Shah work with me through the process of planning for the future and how best to arrange my funds with VicSuper. After our first meeting I felt confident of that he had a very good understanding of my situation and that he had the knowledge and skills to help me set up a financial plan for my future. In particular, I was grateful for the time that he took making sure that I fully comprehended each of the options that I had with VicSuper so that I could make the decisions required at the time. This not only to...

I received clear information and advice.
PDS and other documentation was very user friendly.
Sam Shah was patient, polite and answered all my questions in a very clear manner. He made sure I understood how my money would be invested, fees and any future withdrawals, etc.

Have been with Vic Super for decades and am now on the Age Pension. Had an appointment with Adam Middlemis last February to set up fortnightly payments to supplement my pension. Adam also suggested a couple of other actions which would get me more tax back in the 2019/2020 financial year, which I would have had no idea about otherwise.
When I got my tax done I was very happy to receive several thousand extra dollars of return. However, my accountant accidentally entered on item incorrectly and I received a letter from the ATO requiring action. Once again Adam was extremely helpful and advised me how to resolve the issue immediately. Feeling very secure about my future with Vic Super backing me up.

I have been with VicSuper for around 18 years and looking to retire in a few years but dreaded the thought of navigating all the legal, financial and tax stuff to do, it seemed easier to just keep working. Thanks to Sam Shah I how have a clear understanding of expectation and now looking forward to my retirement.

We have been with VicSuper for over 20 years.
This year, as approaching age 65 we needed more complex advice.
We saw Sam Shah in Blackburn Office. We found him extremely helpful.
His advice was comprehensive, clear and helped us to plan next steps. In June, despite all limitations due to COVID Sam promptly delivered on agreed plan and smoothly guided us over the phone through the daunting task of filling a big bundle of documents.
Thank you Sam - you are the best!