save time and get employee satisfaction with our superannuation support

the best way for businesses to do

super

Make sure your employees’ are set up the right way and save yourself time and frustration.

It starts with trust and transparency

Our trusted reputation

It’s your money and your future, and you should defend it like your life depends on it. And that’s exactly why we exist. We are a guide and a trusted partner. We share your goal of financial freedom, and our success is tied to your own.

These reviews are from working Aussies who had a call with us and were looking to chart their financial future. Whether they wanted to find the best super, review their insurances, or consolidate multiple funds.

If you have a Super Fund, you owe it to your future self to give us a call.

amjeck .
This has made working my finances. I have been able to understand all that has been done for me and feel far more secure for my future. Jordan was a... Read More »
Andre Massoud
Can I say that it was the best experience with a finance company I’ve ever had! Jordan was very professional, well spoken, clear and concise and extremely knowledgeable. He allowed me... Read More »
Philip Richards
A pleasant experience and great customer service. I am looking forward to seeing some results from the changes i have made. All staff i spoke to were very helpful and... Read More »
Scott Gray
Fantastic service and couldn’t rate AGAT Business high enough. Jarrod was extremely professional to help direct me and set up my new superannuation with Netwealth who have made the transition effortless through... Read More »
David young
Wow, what a difference compared to my old super fund. Jarrod was incredibly helpful and made the whole process painless. I’m so glad I picked up the phone. I’m actually... Read More »
4.969

The situation

The default fund often comes with low returns for your employees'

Super funds offer employer-nominated funds that are easy to set up, but it still takes time and resources from you. For your team, it’s worse, as these funds typically come with low returns and high fees. This is inconvenient for you and potentially dreadful for your team.

"I cannot recommend this team more highly after the contact I have had with them thus far. I look forward to exciting years ahead watching my little pot of gold grow into something more substantial."
Wendy M.
"I truly feel as though they have my best interest at heart and I am looking forward to dealing with them in the future."
Scott R.

our process

we listen, research, and then our partners tailor-make a plan for your staff

We will save you time and give your team better control over their retirement. You will no longer have to worry about your employees Super and you’ll benefit from greater employee satisfaction.

the cost of our service

no cost to your business, obligation free for your staff with no out of pocket expenses

Want proof? If you’re a business owner or executive, give us a call. We’ll do a free review of your Super today. If you like the result, just think of the impact this would have on your company.

If you don’t like the result, no worries. There are no upfront costs or obligations. You risk nothing to see how effective our Superannuation support can be for you and your business.

"This has made working my finances. I have been able to understand all that has been done for me and feel far more secure for my future. Thank you so much! We could not have done this ourselves."
Alycia J.

A better way for your business and your employees

Complete the form below to schedule a consultation

about us

We Are super fund support professionals

We believe that every Australian deserves a comfortable retirement. Our only mission is your Super and retirement goals.

dan allen
Managing Director

shaylea brown
Company Director & Head Administration Officer

sean wolfe
Senior Client Manager

Our Partners

FAQ

Superannuation is a tax effective way to save for your retirement. It’s similar to a managed fund where your money is pooled with other members’ money and invested on your behalf by professional investment managers. Generally you will not be able to access this money until you retire. Your employer will make contributions to your super fund and you can top it up with your own money. The government may also make contributions if you are a low income earner.

When a super fund is originally created, whether by you or your employer, it is often automatically set up in a default account. This means it’s the same fund for everyone, with the same investments, fees, and insurances all attached. The problem with a default setup is that we’re not all the same. One strategy doesn’t fit every situation. A review allows you to identify and then tailor your investments to suit you and your situation. As an example, if you are 18 and just entering the workforce, you don’t want to be invested the same as someone who is 64 and about to retire. Default funds can also be quite expensive, often see low returns, and can come with insurances already attached that you may not want or need. It is important to look at these things because they will all impact the amount you retire with.

An industry fund was originally created for workers of a specific industry. For example, construction is usually CBUS, retail is usually Rest, and hospitality is usually Host Plus. Just because you are in an industry fund does not mean you are in the best place for you and your financial goals, needs, or objectives. They need to be tailored to you to get you the result that you want. You are not the same person as everyone else who works in your industry, and therefore should not be invested the same. Like any other fund, an industry fund can be tailored to suit you and get a better result at retirement.

According to Russell Investments, a large money management firm, a good financial adviser can increase your returns by an average of 3.75 percent per year. That might not sound like a massive difference, but over a long period of time, it can be.

Financial advisers are licensed professionals who look after your investments to ensure that at retirement, you have as much money as possible. Financial advisers can help with everything from your super, to insurance reviews, wealth management, investment properties and portfolios, and everything in between.

Active management is one of the most important things a financial adviser can provide. Almost all super funds are invested into the market. When the stock market crashes, that means you could end up losing money. Super is a long term investment so small dips in the market do not really make a difference over the years, but bigger crashes can be devastating. In 2008, we saw one of the worst financial crises in recent history. When this happened, many Australians found that they had lost thousands of dollars from their super fund. Because a super fund is just an administration service, it is not their job to defend your money when markets are bad. A financial adviser is able to actively manage your fund, and pull you out of the market when it starts to crash so you avoid losing large portions of your super. The closer to retirement you get, the more important that becomes.

Get In Touch

We’d love to hear from you!

Talk to an expert, risk-free, right now.

Your Questions, answered.