Empowering Your Financial Future
At BT, we're committed to helping our customers and their families prepare for their best financial future. For over 50 years, we've been providing innovative solutions to help advisers achieve their best, and individuals achieve their financial goals. Our story is one of innovation, customer-centricity, and a passion for helping others thrive.
Our History
Founded over 50 years ago, BT has grown into one of Australia's largest platform providers, backed by the country's first bank. Our experience and scale have enabled us to develop award-winning technology and customer service, earning us a reputation as a leader in the financial advice market.
Our Services
Our wealth management platform, BT Panorama, delivers intuitive technology and a wide range of features to enhance the advice process. We offer solutions for advisers, investors, and super members, including managed accounts, digital tools, and expert support resources. Whether you're a professional looking to grow your business or an individual seeking to secure your financial future, we have the expertise and resources to help you achieve your goals.
Our Commitment
We're committed to constantly seeking ways to help our customers and their families prepare for their best financial future. We advocate for advice, champion diversity, and invest in the next generation of advisers. Our initiatives aim to support the industry and its people, driving innovation and growth in the financial sector.
Awards and Recognition
Our commitment to excellence has earned us numerous awards and recognition within the industry. Our awards are a testament to our dedication to providing exceptional service, innovative solutions, and expert advice.
Poor Customer Experience
The reviews highlighted a consistent theme of poor customer service and unprofessional behavior from BT Financial Group. Many reviewers felt frustrated and disappointed with the lack of responsiveness, unexplained delays, and unhelpful communication from the company.
Inconsistent and Unreliable
Several reviewers mentioned experiencing inconsistent and unreliable communication from BT Financial Group. Emails were sent with incorrect information, phone calls were put on hold for extended periods, and promises made were not kept.
Fees and Charges
High fees and charges were another common complaint among reviewers. One reviewer mentioned high premiums for insurance policies, while another felt that fees for withdrawing superannuation were excessive.
Unresolved Issues
Several reviewers were still waiting for issues to be resolved, including the transfer of funds, withdrawal of superannuation, and payment of claims. Many were left feeling frustrated and disappointed with the lack of progress.
Unhelpful and Rude Staff
Some reviewers experienced unhelpful and rude staff, with one reviewer claiming that the staff member they spoke to was "super rude". Others were put on hold for extended periods or transferred to different departments without resolving their issues.
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