- Sign in
- Write a review
Pros
Reviewer Photos & Videos
- 2 reviews
Authentic Honest Professional Service and Advice
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
I love this company. Simply the best!!
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
A Great Chat with Tahlia
Was a pleasure having a chat about my financial situation with Tahila. Appreciated the time and updates. Cheers
- Transparency
- Customer Service
- Incentivised Review No
- 2 reviews
Personable, Ready to help!
Pride had great phone manner and ready to assist where possible. Highly recommended!
- Transparency
- Customer Service
The reviewer stated that an incentive was offered for this review
Great choice
Helpful,very understanding.always keeping you updated. Never a long wait to speak with someone
- Transparency
- Customer Service
- Incentivised Review No
Find out how Superannuation Advice Australia compares to other Financial Planning Services
Know better, choose better.
Was good and easy
Pryde the lady I spoke with was very easy to deal with. Made everything quick and easy.
- Transparency
- Customer Service
- Incentivised Review No
Great experience
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
- 3 reviews
Great service
Review was done in timely manner factual and concise. Spoke genuinely.
- Transparency
- Customer Service
- Incentivised Review No
Related Articles
A good super fund can make a substantial difference to the amount you retire with. From retail super funds to self managed super funds, view reviewer ratings for the top-rated super funds of 2022.
Whether it's the sign up bonus, rates and fees, or reliable customer service that you look for in a credit card, a credit card is often used everyday, so it's important you choose one that meets your needs and that you're happy with. These are the top-rated credit cards this year, as decided by ProductReview.com.au reviewers.
Peer-to-peer lending is quickly gaining popularity among Australian borrowers and investors. If you've never heard of it before, this 2 minute read will give you a quick rundown so you can decide if P2P lending is right for you.
- 2 reviews
Very helpful and easy to understand.
Kerrie very friendly and easy to follow. Looking forward to my super heading in right direction very soon.
- Transparency
- Customer Service
- Incentivised Review No
- 2 reviews
Staying updated
Good to know what’s happening in my super with annual reviews
- Incentivised Review No
Find out how Superannuation Advice Australia compares to other Financial Planning Services
Know better, choose better.
Great
A really great service, Ben was very helpful with everything, explained everything.
- Incentivised Review No
Fantastic review service
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
Friendly and hassle free
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
Find out how Superannuation Advice Australia compares to other Financial Planning Services
Know better, choose better.
Thoroughly concise
Lisa was very helpful & professional. Explained all details & asked questions clearly
- Customer Service
- Incentivised Review No
Extremely helpful!
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
- 4 reviews
- 3 likes
Thinking of the future.
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
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 the...
Read morere 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.
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 a...
Read moressist 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
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 ...
Read morehow 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/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.
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.
Extra Information
Superannuation Advice Australia is a ProductReview.com.au Awards Winner for 2022. Learn more
Contact info for Superannuation Advice Australia
Other Financial Planning Services
Unexpected expectation
Testimonial
Boutique Service
ProductReview.com.au has affiliate partnerships. These do not influence our content moderation policies in any way, though ProductReview.com.au may earn commissions for products/services purchased via affiliate links.
Hi Megan and thank you very much for your Five-Star Review. We look forward to journeying with you, and supporting you to in maximise your financial future, for many years to come. Please reach out a...
Read morend contact us via this link https://superadviceaustralia.com.au/contact-us/, if you have any queries, at any time. Thanks again for your positive feedback, The SAA Team