A Factual Review Of Your Super

The Super Fact Check

It’s in everyone’s interest to look into their super periodically. We lift the hood on your super by providing a free review.

What you're likely getting now
What you get with us and our partners

No non-sense, down to earth service

I recently reviewed my financial position regarding superannuation with a consultant from AGAT. Following a thorough assessment of both my current position and options available I was introduced to a financial adviser from OakView Financial. Following an up front and hassle-free consultation I rolled my Superannuation balance into a portfolio managed by OakView Financial. I found the rollover process to be seamless and was impressed with the assistance given and the level of communication.

I have been even more impressed with the follow up offered and communication provided in this time of unprecedented uncertainty. I now feel that my portfolio is being personally managed and that I am kept informed as required, something that I have not been confident of in the past.

Thank you to the teams at AGAT and OakView Financial.

– Peter G, from Brisbane. Customer March 2020.

If someone you cared about said they had no retirement plan or knew nothing about their super, what would you say?

You wouldn't hire a plumber to do electrical work. So don't ask an accountant to do superannuation work. Same industry, different specialisation.

Review Your Super And Never Deal With Any Super Fund Non-Sense Again.

Your balance at retirement age is a number – let’s try to make it bigger.