
Reviews – Tell us about your experience with Moneta Super
The Moneta Super team.
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My SMSF got off track post Covid, lots of life changes resulted in my SMSF being de-registered and several years behind. Not good.
I reached out to Moneta and others, based on a very productive 1st session with Ken, Chris, Russel and Monica I felt very confident and comfortable proceeding with Moneta.
Lots of hard work from the whole team now has my SMSF back on track, its been a lot of work for Moneta and I especially need to call out Monica and Aimee, who I worked tirelessly dotting all the "i's" and crossing at the "T's" and there was a lot of them!
Every aspect dealing with Moneta has been highly efficient, and effective, It was a pleasure engaging with the whole team.
We are now in the position to look forward and to ramp up my SMSF and get it really singing.
A big thank you to all at Moneta
Thank you, Lee. Speaking for all the others in Moneta Super it is always a pleasure to assist others who have a challenging situation.
I have been using Moneta Super for my SMSF for almost 20 years. I have found the service provided excellent. Monica and the team are easy to deal with and provide me with information regarding the continuity regarding succession planning for the funds trustees.
Thank you Russell. Very pleasing to read your comment.
My spouse and I chat about SMSF management in the event one of us lose capacity. We are both reassured by the ability to engage with friendly and familiar folk such as Monica Wang in such circumstances. Certainly, a better prospect than grappling with an impersonal "help" line as one of hundreds of thousands of fund members.