AGAT in Nambour, Queensland | Financial consultant

AGAT

Locality: Nambour, Queensland

Phone: +61 1300 242 800

Address: 66-68 Currie St 4560 Nambour, QLD, Australia

Website: https://agatbusiness.com.au/

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• Financial service
• Financial consultant

25.01.2022 UPDATE: Due to covid restrictions, we will be there NEXT weekend! Congratulations to Arakan Martial Art! We will be showing up at Arakan to pay for a lucky customer's purchase :) So excited!!... Don't know what this is about? Every two weeks we select TWO local businesses on the Sunshine Coast at random. If selected, we will attend your business and pay for one lucky customer’s purchase, up to the value of $500. #localshelpinglocals #sunshinecoast You can register your business here for a chance to win: https://agatbusiness.com.au/register/

25.01.2022 "I spoke to my accountant, they said my super is good." We hear this every day. So, why speak to a superannuation specialist? You wouldn’t hire a plumber to do electrical work (same industry, different specialisation). ... So don’t ask an accountant to do superannuation work (same industry, different specialisation). It should go without saying, but knowing one thing about finances doesn't mean you know everything about finances. If you need help budgeting... Work with your accountant! We certainly do :) https://www.agatbusiness.com.au/

24.01.2022 A comfortable retirement won't just fall into your lap. But you could be a fat cat by this arvo if you review your super. www.agatbusiness.com.au

24.01.2022 Have you read any of our client stories? If you've never thought about your super... take a couple of minutes to hear from someone who did: "... She had $82.9K in her current superannuation, and its 5 year rolling average performance was at 8.87%. This is an average investment return, and did not meet her very explicit goal of maximising her returns for an optimal retirement. This was the first time anyone had taken an active interest in helping her with her super. Because of... this, we were able to introduce her to a financial adviser. They created a tailored investment package for her that came with a higher standard of performance over the past five year calculated at 12.28%. That’s an improvement of 3.41%, which doesn’t sound like a lot, but given that the client started her plan before age 40, this gives her a huge advantage, as she could capture more of the compounding benefits." https://agatbusiness.com.au/july-2021-client-stories/

23.01.2022 We don't often take the time to celebrate the team we work beside each day. But it's Friday - so if you have great colleagues, let them know it :)

23.01.2022 Did your employer determine your retirement plan by checking a box on a form? Having "a" plan is probably better than nothing. But you could review it and see if there are better options. www.agatbusiness.com.au

21.01.2022 Is today the day to really start your retirement plan? "Do nothing" isn't a sound strategy. We get it. Retirement is years away. The market is a bit crazy. But now, more than ever, is the best time to start shoring up your future financial security. We've helped thousands better prepare for their financial future (and present!)... If you know someone who is taking the "do nothing" approach, tag them in this message :) https://www.agatbusiness.com.au/

20.01.2022 Make sure you look below the surface. That's where we come in. We've helped thousands of people with their super. Read their testimonials. Learn more at www.aga...tbusiness.com.au #retirementplanning #superannuation

18.01.2022 Lifting the hood on your super is just a basic part of personal financial planning. The only unfortunate thing is that we weren't taught a lot about super. But now you know, so let's pop the bonnet and get the facts. Give us a call at 1300 242 800 to learn more, or visit www.agatbusiness.com.au

18.01.2022 Happy Monday! Nothing makes our day like reading a review like this :)

16.01.2022 Working from home is a bit frustrating (we're in the same boat...) But it does make it a bit easier to have a chat with one of our specialists. Lift the hood on your super and get a bit of peace of mind during these times. www.agatbusiness.com.au

16.01.2022 UPDATE: Due to covid restrictions, we will be there NEXT weekend! Congratulations to Nambour RSL Club! We will be showing up to Nambour RSL to pay for a lucky customer's purchase So excited!!... Don't know what this is about? Every two weeks we select TWO local businesses on the Sunshine Coast at random. If selected, we will attend your business and pay for one lucky customer’s purchase, up to the value of $500. #localshelpinglocals #sunshinecoast You can register your business here for a chance to win: https://agatbusiness.com.au/register/

16.01.2022 We get a job and we are given the super fund that our employer picks. This appears to be our only option. Everyone else does this, after all. The fact is, there isn't just one super fund corporation or one type of investment within each super fund. There are thousands of potential options. We know you'd rather see what your options are. Together, we'll assess your goals and lift the hood on your super. Then, we'll connect you with an ASIC licenced financial adviser who goes ...to work on YOUR behalf (not on behalf of the super fund corporations). In our experience, they usually find an investment option that improves your position in retirement. https://www.agatbusiness.com.au/

15.01.2022 Join the thousands who have been empowered to improve their superannuation and become more secure in their financial future.

14.01.2022 Is your super working this hard for you so you can retire comfortably? Let's find out this arvo. We help people like this every day. You could find ways to reduce your fees or improve your returns by speaking with us. That's how you make sure your super works as hard as you do.... www.agatbusiness.com.au See more

12.01.2022 Our new home :) #newoffice

10.01.2022 Who wants the stress of dealing with super with everything going on in the world? If you're comfortable with the details you've been provided about how your retirement is invested, great. If you think it's worth popping the bonnet and getting an independent review of the facts, we'd be happy to talk. Learn more about what we do here https://www.agatbusiness.com.au/

10.01.2022 The time and energy it takes to get your head around your super is actually quite a bit less than the time, energy, and stress that accumulate with avoiding it... Take this arvo. The better road is straight ahead.

10.01.2022 Retirement planning isn't something we look forward to. But what advice would you give your children? What hope would you have for your parents? If today you realized that your parents didn't have a retirement plan, what would you do? Would you advise them to ignore their super, or would you want them to see how it is shaping up? What about your children - would you advise them to put off retirement planning and not sort out their super when they are young?... We all know the answer to this. We all should be taking our own advice. If you want to see what is actually happening with your super and learn about opportunities for improvement, or simply just to get some peace of mind, we'd be happy to help. www.agatbusiness.com.au

10.01.2022 Have you seen this bus? Because it has a pretty good message :) STOP the Emu strategy with super. Review yours today!... www.agatbusiness.com.au

09.01.2022 Hundreds, and hundreds, and hundreds of testimonials. Have an honest conversation about your super with our dedicated team of superannuation specialists. We don't offer every service under the sun. Just one thing - a super review. We do that one thing very well.

09.01.2022 Massive achievement and very happy. Thank you everyone for your kind words and continued support. We will continue to do the best we can to provide outstanding service to all of our clients.

07.01.2022 If you're like most, then your employer set up your super. Do you think John and Sheryl in HR care about how much you have at retirement? Do you think they know more about how you want to invest your money than you? John and Sheryl are nice. But come on... We think you should be the one who decides your retirement plan. To make an informed decision, you need more information and to be shown real options.... We offer a new way to do super. We think it's a better way, and so do the thousands who have trusted our service. Learn more here www.agatbusiness.com.au

07.01.2022 The easiest New Year's Resolution to keep - Review your Super! Thousands have improved their retirement projection by reviewing their super. It only takes one arvo. Give us a call at 1300 242 800 or visit www.agatbusiness.com.au to learn how. #superannuation #australia #newyear2021

06.01.2022 Every testimonial we get makes us smile. But sometimes... they make us laugh, too :)

06.01.2022 No games or gimmicks. Just helpful support and serious research into ways to improve your superannuation investment and situation in retirement. Our partners are ASIC registered and AFSL financial advisers. If our service and their advice is able to put you in a better position in retirement, then we're delighted to have been able to help. If you've never looked at your super in detail, then today could be a good day to start.... Learn more. www.agatbusiness.com.au

05.01.2022 If someone you cared about 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? We should all be taking our own advice a bit more often... At the end of the day, most of us can't be bothered. It's understandable. But if you want to turn things around and get some peace of mind, give us a call.... https://www.agatbusiness.com.au/

04.01.2022 Since you've been with your super fund, have you ever looked the way it's set up and how the money is invested, or have you just left it?

03.01.2022 What it's like to work here. This is an email that Josiah sent to the whole team. Having a great team, a great purpose, and a great attitude is the best set of tools to work with! #teamwork #purpose #planningahead #future

03.01.2022 Who is able to make great changes in their life without encouragement? Who is able to know the best thing to do without information? Maybe someone out there is always motivated and all knowing... But we haven't met them! We're able to offer some encouragement and information on one thing your retirement plan and superannuation.... If nobody has encouraged you to build a better retirement plan, maybe we can help. If nobody has helped provide the right information (and impartial info at that...), maybe we can help. We're here to help individuals figure things out a bit better. And no, we don't work for a super fund - we work for you. We're here to help you find the best way forward, especially if you've never really been encouraged to get the right info about your super, how it works, and how you can improve it. https://www.agatbusiness.com.au/

02.01.2022 Stop them! Wait, but why? Your super is your choice. Review it with a professional to see if you can put yourself in a better position in retirement. It's your money, after all...

01.01.2022 Did you see the report from ABC last night?! It could be summarised as: "REVIEW YOUR SUPER!" "On Tuesday, 13 big-name funds were shown to have failed the financial watchdog's performance test... [and] A total of 76 MySuper investment options have been graded as either "pass" or "fail" based on the Australian Prudential Regulation Authority's (APRA) test of comparison of fees versus performance over seven years."... BRUTAL! Are you in one of these funds? Do you want a retirement graded as a "fail" or even "pass"? Personally, I want a great retirement. What about you? We at AGAT have reviewed thousands of people's supers. And when we saw what the "best" rated funds had as their NET returns... Well, let's just say that we've never seen anything that low from our partners. You read that right. The "best" funds have a NET performance that would be unacceptable to our partner financial planning firms. Never settle for mediocre returns. Review you super. https://www.abc.net.au//retirement-savings-inve/100419844

01.01.2022 Happy Friday! Here's a thought for the weekend - how much time should you spend ensuring your super is working for you? If an hour could improve your retirement projection by $100,000... would you say it's worth it?... That's what we can help you do. If you are looking for ways to reduce your fees or improve your returns, we offer a free review to help you find out. www.agatbusiness.com.au for more.

01.01.2022 Happy to participate in the Suncoast Christian College work experience program!

01.01.2022 There are so many reasons to review your super. You may have lost funds, multiple accounts, poor insurance cover, or even worse - an investment option that is underperforming, leading you to a worse-off retirement. Get the facts by reviewing your super. https://superreview.moneymanagement.com.au//138-billion-lo

01.01.2022 Most people know the name of their super fund corporation, but few actually know how their money is invested. How your money is invested is what matters most and we believe these details shouldn’t be hidden from you. We help you get the facts so you can make informed decisions and have a voice in your retirement plan. Learn more at www.agatbusiness.com.au

01.01.2022 We want more Australians to retire with as much as possible. And that's the point - more Australians, and most are not on track for where they'd like to be. If you've never reviewed the performance and projection of your super fund, the results could be significant.... If you're interested in learning more about ways to reduce your fees or improve your returns, visit https://www.agatbusiness.com.au/