AGR Wealth Group 968c Albany Highway, East Victoria Park, Western Australia 6101
About the Business
Welcome to AGR Wealth Group, a leading establishment in the finance industry located in East Victoria Park, Albany Highway, 968c. As a trusted point of interest, we pride ourselves on providing a holistic and highly specialised service to meet your unique needs.
At AGR Wealth Group, we understand the importance of taking the time to truly understand your personal situation. Our dedicated team of experts is passionate about collaborating with you and being a part of your financial journey. We work closely with you to identify your financial and lifestyle goals, tailoring the best strategy that gives you the confidence to meet those goals.
One of our key areas of expertise is ensuring that you are meeting all your tax obligations. We go above and beyond to help you maximize the tax benefits you're able to access based on your financial circumstances. Our team also assists in determining the best investment strategies for you, tailored to maximize your potential and progress your goals.
In addition, we understand the importance of comprehensive estate planning. Our team builds a comprehensive estate plan that is regularly reviewed, ensuring that your hard-earned assets can be distributed according to your wishes.
For separating, divorced, or newly single parents, we recognize the importance of creating a financial plan early on to ensure that all the family's needs are met. We provide guidance and support in navigating this challenging time, helping you secure a stable financial future.
Moreover, we offer expertise in aged care planning. We understand the complexities involved and aim to improve entry to aged care for residents and their families. Our team will guide you through the process, helping you avoid costly mistakes.
At AGR Wealth Group, we are committed to providing bespoke and highly personalised advice to our clients. We believe in building meaningful relationships and being a personal sounding board for our clients. Our goal is to help you navigate the complexities of your financial situation with confidence and peace of mind.
Please note that Antonio Raccuia & Avalon Advisors Pty Ltd trading as AGR Wealth Group ABN 57 619 130 817 are Authorised Representatives of NEO Financial Solutions Pty Ltd AFSL 385 845/ABN 64 141 607 098.
Experience the difference with AGR Wealth Group and let us help you achieve your financial goals. Contact us today for a personalised consultation.
Location & Phone number
968c Albany Highway, East Victoria Park, Western Australia 6101, 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
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