What clients say about us

We are thrilled by the positive feedback received from the Trustees, Advisers and Accountants we work with.

Client Satisfaction

It’s always nice when data tells a compelling story. On the right is the word cloud – a heat map of the most frequent words used by clients and advisers to describe us in a recent survey.

Advisers

Clients

Advisers

Bell Potter have worked with Angela as our SuperGuardian Client Account Manager for a number of years now. In my dealings, Angela’s client service is exemplary, reverting back on all email correspondence quickly and efficiently, displaying sound technical knowledge when required. Any escalations raised have been dealt with promptly. Angela is extremely personable and always available to Bell Potter where discussions and meetings are necessary.

Sonia, Bell Potter, VIC
June 2021

Recently, Angela provided some great service by alerting to us some clients who had not fulfilled their minimum pension obligations. It was timely and valuable and allowed us to get on the front foot and highlight this with those affected clients who greatly appreciated the update. This kind of proactive service is very helpful and ultimately assists in providing our mutual clients the very best of care and service which they and we, greatly appreciate!

Robert, Australian Private Capital, VIC.
June 2021

Jennifer has been outstanding during the past fifteen months as Nicholson Wealth Management established itself and navigated the enormous impacts and sudden regulatory changes brought on by Covid19. Jen is always on call and ready to answer any questions, I also have great confidence that Jen’s advice will be correct and up to date which is very important to me. Jen is particularly attentive when the opportunity arrives to work with a new client, she works very hard to understand their situation and provide a solution helping us to win the new business.

Anthony, Nicholson Wealth, VIC
May 2021

Happy to say that all my dealings with Super Guardian are always dealt with efficiently and in a very timely manner – would be more than happy to recommend Super Guardian to any new client. My point of contact has been Jennifer Lin and cannot speak more highly of her.

Julia, Bell Potter, NSW
May 2021

I have found dealing with SuperGuardian and in particular with Angela Chen has been a pleasure. The service that we have provided as a partnership has been notice by the client which has enabled them enjoy their retirement without have financial concerns knowing that they are in good hands. SuperGuardian has made it easy as my role as a financial planner with their quick and prompt responses to question and their excellent, efficient and constant up to date reporting.

Danny, ANZ, VIC
May 2021

Jennifer’s extensive knowledge and understanding of Self-Managed Superannuation Funds makes the ongoing administration easy. Lots of this knowledge she has passed onto me! SuperGuardian make the set up of SMSF and rollover of existing funds seamless.

Polly, VIC
May 2021

Thanks for always responding so promptly to all of my queries. It is nice knowing I can come to you very easily for all of my clients SMSF needs and I am more than happy with your service. I continue to recommend SuperGuardian.

Alyson, NSW
May 2021

I have been working with SuperGuardian for over 5 years now and have always been very happy with the service they have provided me and my clients with. This is reflected in the numerous clients I have referred to SG over the past few years in particular. I find SG to be efficient, reliable, accurate and very professional. Furthermore, Jenna-lee Thiele, who looks after the relationship with Macquarie Private Bank Adelaide, always responds to my queries quickly and is a pleasure to work with. Lastly, Tim Miller was a great help recently with clients that needed some guidance regarding Lifetime Pensions. This has lead them to making the decision to move the administration for their Fund to SG in the new FY.

Michael, CFD
March 2021

We have had the privilege of working with Jennifer Lin and SuperGuardian for the past 10 years. The level of knowledge in the ever changing landscape is astounding. Our clients are engaged in ongoing meetings covering superannuation administration, audit and compliance. We highly recommend the team at SuperGuardian for all your superannuation needs.

Henry Vo and Callan Drew, Ord Minnett, VIC
November 2020

Angela has been a blessing to Bell Potter’s business. I have worked closely with Angela for a number of years and she has never failed to provide a friendly and professional service that consistently exceeds my expectations. Angela will go above and beyond to complete tasks and resolve queries in a timely and proficient manner. When advising clients I am always thankful to have Angela’s technical support and for Angela to have our back.

Angela is an asset to SuperGuardian and I look forward to a long working relationship.

Jeremy, VIC
October 2020

Clients

Let’s Talk

If you would like to find out further information on the SuperGuardian service please give us a call.

Melbourne

Collins Place
Level 30, 35 Collins Street
Melbourne VIC 3000

Adelaide

65 Gilbert Street
Adelaide SA 5000

We are open: Monday – Friday 8:30 AM – 5:00 PM (ACDT)