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Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 2,144 reviews · View Statistics
Listing monitored by Superannuation Advice Australia

Pros

Expert financial advice
Friendly and accommodating advisers
Handy free services

Reviews

  • Transparency
    4.8 (1,683)
  • Customer Service
    4.9 (1,769)
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Reviewer Photos & Videos

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Megan
MeganSouth East Queensland, QLD
  • 2 reviews

Authentic Honest Professional Service and Advice

published

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
Superannuation Advice Australia
Louise C.Superannuation Advice AustraliaSend a private message
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I love this company. Simply the best!!

published

Great company, friendly staff which are always informative and help explain things very well. I actually look forward to my quarterly calls. Best company to deal with by far.

  • Transparency
  • Customer Service
  • Incentivised Review No
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mekamatt
mekamattNorth Queensland, QLD

A Great Chat with Tahlia

published

Was a pleasure having a chat about my financial situation with Tahila. Appreciated the time and updates. Cheers

  • Transparency
  • Customer Service
  • Incentivised Review No
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Saul
SaulMelbourne
  • 2 reviews

Personable, Ready to help!

published

Pride had great phone manner and ready to assist where possible. Highly recommended!

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The reviewer stated that an incentive was offered for this review

Great choice

published

Helpful,very understanding.always keeping you updated. Never a long wait to speak with someone

  • Transparency
  • Customer Service
  • Incentivised Review No
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Was good and easy

published

Pryde the lady I spoke with was very easy to deal with. Made everything quick and easy.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Fiona
FionaGreater Melbourne (Outer), VIC

Great experience

published

Sean L was amazing. Helpful and explained everything ensuring I understood each step of the way before proceeding. Pleasure to talk with.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Blair Quin
Blair Quin
  • 3 reviews

Great service

published

Review was done in timely manner factual and concise. Spoke genuinely.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Ally
AllyBendigo
  • 2 reviews

Very helpful and easy to understand.

published

Kerrie very friendly and easy to follow. Looking forward to my super heading in right direction very soon.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Ant
Ant
  • 2 reviews

Staying updated

published

Good to know what’s happening in my super with annual reviews

  • Incentivised Review No
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Financial Planning Services

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Smithy
SmithyFar North Queensland, QLD

Great

published

A really great service, Ben was very helpful with everything, explained everything.

  • Incentivised Review No
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Sharna
SharnaSouth-Eastern Region, NSW

Fantastic review service

published

I was offered a great deal of support and information that I didn’t know previously. I learnt a lot and recommend the service

  • Transparency
  • Customer Service
  • Incentivised Review No
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Meredith
MeredithGreater Melbourne (Metropolitan), VIC

Friendly and hassle free

published

Zac called me to do my Insurance Questionnaire. He was super friendly and very informative. When disclosing personal information it can be a little embarrassing but he was very lovely and I didn’t feel embarrassed at all. Thank you for making this whole experience easy and hassle free.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Financial Planning Services

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Thoroughly concise

published

Lisa was very helpful & professional. Explained all details & asked questions clearly

  • Customer Service
  • Incentivised Review No
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Extremely helpful!

published

Extremely helpful, always pleasant and knowledgeable providing great advice. I love that there is someone to do the thinking for me and provide options to suit my needs.

  • Transparency
  • Customer Service
  • Incentivised Review No
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Groot
GrootSouth East Queensland, QLD
  • 4 reviews
  • 3 likes

Thinking of the future.

published

SAA have projected that I will be much better off now that we have touched up my account my more than $100,000 who wouldn’t be happy with that :-) Had a phone consultation with Lisa and she was very pleasant and professional.

  • Incentivised Review No
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Questions & Answers

Phil
Philasked

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 ?

1 answer
Superannuation Advice Australia
Louise C.Superannuation Advice AustraliaSend a private message
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 AustraliaSend a private message
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 AustraliaSend a private message
See all Superannuation Advice Australia questions

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.

ProductReview_2022 Awards_logo

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.

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Extra Information

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

775 reviews
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Official Website
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Superannuation Advice Australia is a ProductReview.com.au Awards Winner for 2022. Learn more

Contact info for Superannuation Advice Australia

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  • Award Winner 2020
  • 2019

Future Assist Group of Companies

775 reviews
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Emie  Cuevas

Unexpected expectation

by Emie Cuevas on 9 Aug 2022
For 3 years I have been researching on how we can improve our super and at the same time convince my husband to have SMSF. Finally I found Future Assi... Read full review

BrianH

Testimonial

by BrianH on 24 July 2022
I am happy with the professional and personal way that Future Assist have supported me in the management of my SMSF. They have provided sound advice a... Read full review

Patryk P

Boutique Service

by Patryk P on 21 June 2022
My wife and I found out about this company a while back from a family friend but never took the initiative to call and speak with someone because we f... Read full review

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