AGS Financial Group | North Sydney
About the Business
Welcome to AGS Financial Group | North Sydney, located at 8 West Street. We are a trusted institution specializing in accounting, finance, and establishment services. As a point of interest, our expertise lies in providing expert opinion and guidance tailored to your specific situation, helping you reach your financial goals.
Our team of financial planners has been recognized as the winners of seven AFR Smart Investor Magazine Masterclass Top 50 Financial Planner Awards in seven years, solidifying our reputation as a trusted source for strategic financial advice. We believe in creating plans that drive positive change, improvement, and increased wealth, ultimately helping you get to where you want to be.
A great financial planner is essential for making more money and creating wealth while protecting your assets from misleading "get rich quick schemes" and the complexities of superannuation rules and financial products. At AGS Financial Group, we excel in providing the best financial advice and investment strategies through our award-winning financial planners. Additionally, our accounting team offers exceptional tax and business advice, working proactively to achieve the best outcomes for our clients.
For businesses, our Corporate Relationship Managers assist in meeting the criteria to become the employer of choice by offering employee reward and benefit programs, corporate superannuation services, and financial advice.
With our experienced team of specialist advisors and nationwide delivery, we guarantee that your objectives will not only be met but also exceeded. We understand that your need for financial security is unique, and we take into account factors such as risk tolerance, income needs, and growth objectives when tailoring your investment or business strategy. Our goal is to create a roadmap that keeps you on track towards your chosen destination.
When you choose AGS Financial Group, you can have peace of mind knowing that your decisions have been guided by the best advice available and that you are on the right path to achieving your financial goals.
Visit us at AGS Financial Group | North Sydney and experience the expertise and personalized service that sets us apart. Contact us today to schedule a consultation with our team of financial experts.
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Photos
Location & Phone number
8 West Street, North Sydney, New South Wales 2060, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"In less than a year with AGS Financial Group, our financial landscape has been beautifully transformed. They haven't just advised, they've genuinely cared. From refining our mortgage to introducing a savvy debt recycling strategy and guiding us to our first investment property - AGS has been exceptional. Their personal touch combined with unmatched expertise has given us peace of mind and a clear path forward. Every step with them feels like a step towards a brighter, more secure future. Huge thanks to the AGS team, in particular Alex and Susan. We're not just clients, we feel like partners in this financial journey. Highly recommended!"
"We first became AGS clients in 2015. The standout piece for us about AGS is the feeling that nothing is impossible if you have patience, perseverance and the best advice. We have never felt out of our depth with AGS as they always explained concepts and how finance can work for you."
"Matthew Lloyd (Financial Planner) and Sophia Kander (Accountant) are incredibly valuable to me as a business owner and individual. Matthew never dumbs down his financial analysis and is always willing to get into the detail of superannuation strategies and market considerations with me. Highly recommended."
"AGS - Advisory Excellence “I have been a client with AGS for 20 years, Taxation is one thing we rely on AGS for every year. Our appointed taxation specialist is qualified and efficient with seeking out the required information to enable us to maximise our tax refund. This helps us make financial decisions in the upcoming years. This removes the stress of doing this ourselves, ensures that our tax is processed on time and we have been able to obtain an annual credit each year based on sound advice for tax minimization” Darren Tyler, Accounting Client"
"Excellent service Everytime. I have been a long standing client of AGS's financial planning services and a number of years ago I also decided to shift my accounting service and have never looked back. From the get go I found AGS professional and efficient (such a breath of fresh air). Their service and advice is ALWAYS timely and spot on. Always with a smile (virtually). Having both accounting and financial planning under the one umbrella has also made it easier to integrate the two topics when needed. Especially helpful given we have an SMSF. Andre Kreicers, Financial planning and accounting client"
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