Your superannuation, improved
Review your fund and compare it to best in class options. Our service has empowered thousands to improve their superannuation and become more secure in their financial future.
A problem affecting millions
"Underperforming superannuation products, unintended multiple accounts, & zombie insurance"
These are three of the main findings in a study from the Australian Productivity Commission. Millions have been defaulted into these one-size-fits-all products, typically at their first job or when getting a new job.
what you can do
Lift the hood on your super
Get a professional review.
You wouldn’t commit to a car without lifting the hood. The same expectation should apply to your super.
Review & Compare
Review your super and get a side by side comparison with other investment options.
The choice to ignore or improve a long-term investment like superannuation will have a compound effect year after year.
the standard we apply
How would you advise your parents?
How would you advise your children?
If someone in your family said they had no retirement plan, what would you say to them? Would you advise them to ignore their super, or to look into it with someone who specialises in superannuation?
– Peter g. brisbane, march 2020.
A seamless, hassle-free, thorough assessment.
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 advisor 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.
100% personalised service, life-time support, no obligations
We take the time to listen and learn about your financial needs. That way, we can help ensure that your super will support you and your family in retirement.
the superannuation specialists
We've empowered thousands to improve their super
We’re proud that our service has helped so many feel more secure about their financial future.
The corporation that administers your super fund will probably say they are the best for you, but we believe your business should be earned. It’s all about what can put you in the best place in retirement. We can take this objective view because we don’t work for them.
We work for you.