Advice you can trust

“Financial advice requires trust and understanding of the outcomes you desire. I have complete trust in my AGS Advisors, they understand my objectives and have delivered the results. I have been a client of AGS for around 20 years, in this time I have been able to meet my goals and benefit from my finances being take care of in one place.”

James, Financial Planning & Personal Taxation client

 

Thanks!

“A brief note of thanks for arranging my mortgage that settled yesterday. From the start you were very accommodating, making the process very painless for me. The mortgage approval process became frustrating (due to the lender), but I was impressed with your follow-up and persistence, and how you kept me constantly updated. I believe that you also had your assistant work on this behind the scenes. It was a great team effort. So thank you for your support, tenacity, team work and delivery.”

Stephen, Mortgage Client

 

Amazing advice from AGS

“Over the last 10 years as a client, AGS have given us substantial financial and taxation advice which has been beneficial for our future in retirement. Their professionalism, expertise, knowledge of all facets of taxation and superannuation have contributed to our confidence in utilising the services of AGS.”

Annette & Karl, Accounting & Financial Planning Client

 

Thanks for being human!

“Over the years, AGS have always ensured that I understood my financial obligations and provided me with appropriate information and services.
Their consultants are always efficient, knowledgeable, polite and patient with me. They have been respectful and with very kind collective virtues, which are very rare these days. Particularly when communication is so automated and one rarely talks to an actual human being.

AGS understands my needs, from giving tax and financial advice, tax preparation, setting up a Pty Ltd company, teaching me about GST, providing beneficial information to actually save me money and after about 20 years of operation, handled the winding down of my company. AGS covers everything to do with my financial wellbeing.

Don’t change the way you operate or the type of staff you employ. Thank you.”

Oksana, Personal & Business Taxation Client

 

I have received some very comforting advice about my investments

“We have been clients of AGS since 2017. We use AGS for Management of our Self Managed Superfund, Personal Taxation, and are engaged with a Financial Planner who helps with managing our investments and giving us advice on what we should invest, and the placement and oversight of those investments on our behalf.

Prior to working with AGS, we were looking after the administration of our SMSF ourselves. This was very time consuming needing a couple of hours per week to maintain, now with AGS managing this for us it takes no more than 10 minutes per year. We are most grateful for this time back to spent doing more enjoyable things in our retirement. It has made life a lot easier for us.

Working with AGS is definitely a pleasant experience. The staff are very quick to get back to us – they are prompt and I see it as seamless. We do have different services within AGS and deal with different staff members for these services but we don’t feel like we are dealing with different parts of the business. Everyone is very helpful and we are very happy with the results we are getting. I have received some very comforting advice about my investments”

Greg & Soula, Personal Taxation, SMSF & Financial Planning Clients

 

An invaluable partnership

“My experience with AGS Financial Group has always been professional and friendly. We are always made to feel that AGS holds our best interest at heart. Over the years we have developed an innate trust of AGS and their staff. One of the great benefits of working with AGS is having our Accounting and Financial Advice delivered by the same company. This has ensured that there is nothing lost in translation. AGS have access to all information required to advise us strategically with Business Tax Planning, Investment Advice and Retirement planning. Not only has this made our lives easier, I feel we are gaining the best outcome—delivered in a friendly manner.”

Sandra & Wayne, Business and Personal Accounting & Financial Planning client