AGS Financial Group and Optima Group first joined forces in September 2015 as part of the retirement & succession plans of Optima Group Principals Richard O’Brien and Greg Sokolnikoff.
Both parties saw a good fit, with AGS bringing a sizeable team and the necessary experience to enable continued delivery to clients in the absence of Greg & Richard, while for AGS the benefits include great staff and clients, with a convenient office location in Baulkham Hills.
In the time since the acquisition, we have continued to offer high quality Financial Advice, Accounting, Taxation and Business Advisory Services to the Hills District and further afield.
From 1st May 2017, The Optima Group had a refreshing facelift and now operates solely as AGS Financial Group.
AGS Financial Group brings a number of extra benefits to the table for our clients, including a larger number of financial planners equipped to service all manner of clients, and specialist mortgage brokers who can assist with mortgages from a wide panel of lenders.
AGS Norwest continues to operate from Level 1, 4 Columbia Court. We also have offices based in Crows Nest, Caringbah and interstate in Brisbane, Melbourne and Adelaide.