In 2002, Paul Bolstad and Alex Berlee joined forces to create AGS Financial Group, which has since had planners win Smart Investor Magazine Top 50 Financial Planner Awards in 2007, 2009, 2010, 2011, 2012 and 2013.
AGS helps business and private clients manage all aspects of their finances, because we know that understanding what’s important to you, and helping you make the right financial decisions now, will determine the life you live tomorrow. AGS Financial Group - partners in Advice, Growth and Security.
AGS Financial Group has been built on personalised customer service and professional strategic financial advice that has been helping people reach their financial goals. AGS has grown to become a team of over 100 professionals, dedicated to serving the needs of businesses, employers and individual clients.
The AGS financial advisors are some of the most experienced and respected in the Australian financial services industry. The Financial Planning services of AGS are provided as an authorised representative of AMP Financial Planning Pty Limited (AFSL 232706).
AGS Financial Group specialise in managing the superannuation funds for corporate clients, working closely with HR, Finance and Payroll personnel on corporate superannuation, taxation, group insurances, salary packaging and member benefit programs. AGS provide service, education and advice to employers and their staff.
When you reach the cross roads of managing your corporate superannuation and salary packaging program in house or with external support, contact AGS to discuss your requirements.
The team at AGS Accounting can advise you on all Tax and Accounting matters such as income tax return preparation and compliance, management accounting, tax planning, business development and strategic planning, financial forecasting, company secretarial, and self managed superannuation funds.
For business owners, our focus is on not just delivering the tax compliance basics, but on delivering proactive and value added services - helping you to run a more profitable business, increase your business as an asset for the future, and plan a successful exit when the time is right.
Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP), AFS Licence No 232706. Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. Liability limited by a scheme approved under Professional Standards Legislation.