Superannuation Advice Australia 75 Surf Parade, Broadbeach, Queensland 4218
About the Business
Welcome to Superannuation Advice Australia, located at 75 Surf Parade in Broadbeach. As a leading establishment in the finance industry, we are dedicated to providing top-notch financial planning and retirement advice to our valued clients. With over 1000 Five Star reviews, we take pride in our excellent service and our ability to boost the retirement savings of hardworking Aussies.
One of the reasons behind our success is our partnership with Lonsec Investment Solutions, Australia's Number One Investment Research Company. By collaborating with Lonsec, we are able to deliver better outcomes for our clients. With a team of over 130 employees and 65 analysts, Lonsec helps us shape, quantify, and build highly diversified actively managed portfolios. This collaboration ensures that we make well-informed investment decisions, giving our clients peace of mind.
At Superannuation Advice Australia, we strive to make the process as easy and stress-free as possible for our clients. Our professional and knowledgeable team is always ready to assist and provide clear explanations. We follow up diligently to ensure our clients are satisfied and offer ongoing support whenever needed. Managing your super has never been easier.
Don't just take our word for it, here's what some of our clients have to say: "Great service, made everything easy to understand and was a simple process. Very professional and easy to talk to on the phone, and follow up well to ensure I was happy with the service and to see if there was anything else I needed help with. Has taken all stress and effort out of managing my super. Highly recommend."
We also take pride in our community involvement and support for charities. One of our major partners is Bravehearts, an organization dedicated to raising funds and awareness for victims of child sexual assault. We actively participate in events and donate our time and resources to make a positive impact on the lives of our clients and the community as a whole.
Recently, MyGC News visited our offices and captured footage of our team raising funds and awareness for Bravehearts. Our SAA Advisers and Support staff donned purple shirts and transformed our offices into a Giving Day donation hub. We are proud to be the major partner of Bravehearts White Balloon Day for 2020 and 2021.
If you want expert financial planning and retirement advice, Superannuation Advice Australia is here to help. Click the link below to find out more about our community involvement and how we can assist you in securing a better future.
Photos
Location & Phone number
75 Surf Parade, Broadbeach, Queensland 4218, Australia
Hours open
Monday:
09:00 - 19:00
Tuesday:
09:00 - 19:00
Wednesday:
09:00 - 19:00
Thursday:
09:00 - 19:00
Friday:
09:00 - 19:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Experienced only losses for the last two years, I appreciate I opted for a high risk investment portfolio which does carry some risk, however they admitted to being off the mark and delayed shifting funds around to reduce risk of loss during covid, ukraine and so on, I asked what is their plan to weather ongoing storms such as inflation and market volitility and they had no answer. Service price is high with little to no return, I asked for their performance review and still waiting. I asked if a dedicated financial planner was looking after my account and they said they bulk push everyones investments through a board meeting decision. I asked for information on their future forecasting / projections to see if based on performance I can reach where I need to be by retirement age. They said they would send something and didn't. They said they would assess my income protection levels needed and get back to me and still waiting more than 2 months. Honestly just another excuse to take your hard earned super without an actual strategy or dedicated financial planner assigned who assesses the whole situation. They upsell multiple products without acknowledging that you want a full spectrum review of your whole financial portfolio, of assets, what you need at retirement, income protection, and they don't regularly touch base to advise on anything. Get a call once a year asking to resign on again, no proactivity in their dealings with clients. Going to be shifting funds out very soon. Enough sales pitches without results or accountability or proper financial advice."
"Their customer service is great, but I feel like it was all a scam. After moving my super over (which cost me around $8k) I stayed with them for about a year and did not gain ANY returns. Appreciate COVID had a part to play, how after moving to another super funds, I’m seeing better returns already in 2 months."
"Had a great phone call today from the team. Was very smooth and both Thea and Harley were polite and professional. As a customer I felt empowered and respected. All my questions answered with ease and the recommendations were carefully thought out with my requirements in mind. Very happy. Great work team."
"Just had my review phone call for the last year. I've always been very happy with the service from SAA. Super growth of 12%. I appreciate the personal check ins and updates. Life is busy and having these guys call me, gives me the chance to see where my super is up to and make sure everything I have in place is still suiting my needs. Thanks for providing a good service."
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