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North Sydney
Miranda
Norwest
Melbourne
Brisbane

AGS Financial Group locations:

or Email us your questions or feedback:

North Sydney
Level 8, Suite 3
8 West Street
North Sydney NSW 2060
Postal Address:
PO Box 975,
Crows Nest NSW 1585

Miranda
Level 1, Suite 101,
29 Kiora Road
Miranda NSW 2228
Postal Address:
PO Box 985
Miranda NSW 1490

Norwest
Level 5, Suite 501,
2-8 Brookhollow Ave
Norwest NSW 2153
Postal Address:
PO Box 8322
Norwest NSW 2153

Tel: +612 9966 8188
Fax: +612 9966 8199
Outside Syd: 1300 665 182

Tel: +612 9525 0766
Fax: +612 9525 9349

Tel: +612 9899 7566
Fax: +612 9899 7522

Melbourne
Ground Floor,
68-72 York Street,
South Melbourne
VIC 3205

Brisbane
Lobby 1, Level 2
Gasworks Plaza
76 Skyring Terrace
Newstead QLD 4006

Tel: 03 8548 6454

Tel: 07 3085 6627

Email: [email protected]
Web: www.agsfinancialgroup.com.au

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Recent research* reveals a concerning trend in ret

Recent research* reveals a concerning trend in retirement confidence. When it comes to retirement, the outlook is a little bleak. The research highlights Australians’ confidence in the quality of their life after work is ebbing away.

https://www.agsfinancialgroup.com.au/concerned-about-retirement-youre-not-alone/

#THEAGSACCT #AGSFG #smallbusiness #wealth #accounting #tax #financialplanning #mortgagebroker #financialservices #sydneyaccountant #sydneyfinancialplanner #sydneymortgagebroker #retirement

"Alex clearly knew his area, confident and calm bu

"Alex clearly knew his area, confident and calm but not flash. Exactly what I would be looking for in a financial advisor!"

#THEAGSACCT #AGSFG #smallbusiness #wealth #accounting #tax #financialplanning #mortgagebroker #financialservices #sydneyaccountant #sydneyfinancialplanner #sydneymortgagebroker #testimonial #review

In recent times, we have witnessed a significant s

In recent times, we have witnessed a significant shift in the financial landscape, marked by rising interest rates and an increase in the cost of living. Read on to read about some effective strategies to navigate this changing environment and make the most of your hard-earned money.

https://www.agsfinancialgroup.com.au/navigating-higher-interest-rates-and-rising-costs-effective-strategies-for-managing-spending/

#theagsacct #agsfg #smallbusiness #wealth #accounting #financialservices #accountant #financialplanner #mortgagebroker #business #sydneyfinancialplanner

Our latest quarterly update discusses recession fe

Our latest quarterly update discusses recession fears, inflation and the outlook for investors.

https://www.agsfinancialgroup.com.au/quarterly-economic-update-april-june-2023/

#theagsacct #agsfg #wealth #accounting #financialservices #accountant #financialplanner #mortgagebroker #investmentupdate #sydneyfinancialplanner

Organising your end-of-financial year documents no

Organising your end-of-financial year documents now means you can get your tax completed earlier and maximise your return.

https://www.agsfinancialgroup.com.au/get-your-business-records-ready-for-your-tax-return-2023/

#theagsacct #agsfg #smallbusiness #wealth #accounting #financialservices #accountant #financialplanner #mortgagebroker #business #sydneyfinancialplanner

"Sophia is FANTASTIC! Very professional and friend

"Sophia is FANTASTIC! Very professional and friendly. Nothing is too much trouble, always willing to help. Makes tax time easy for us."

#THEAGSACCT #AGSFG #smallbusiness #wealth #accounting #tax #financialplanning #mortgagebroker #financialservices #sydneyaccountant #sydneyfinancialplanner #sydneymortgagebroker #testimonial #review

Tax Time is here and with a new financial year it

Tax Time is here and with a new financial year it brings a number of changes and focus areas for the ATO in 2023. To help you prepare and gather all the documentation required to complete this years tax return with a maximum refund, we have a series of Tax Preparation Checklists and Tax Tips available. Using this information will help you to navigate tax time with ease.
Our accountants are ready to start processing your returns. If you would like to speak with our team please contact us.
Continue reading to access Tax Tips and Checklists for Individuals, Business Owners, SMSF Owners and Property Investors.

https://www.agsfinancialgroup.com.au/personal-clients/accounting-services/2023-tax-preparation-checklists/

#THEAGSACCT #AGSFG #smallbusiness #wealth #accounting #tax #financialplanning #mortgagebroker #financialservices #sydneyaccountant #sydneyfinancialplanner #sydneymortgagebroker #taxtips

Boost your knowledge and confidence- register now!

Boost your knowledge and confidence- register now!
Join our upcoming free “Ready for Retirement” webinar. Designed for people nearing retirement, AGS Financial Group Director and founder Alex Berlee will guide you through the key steps in planning for retirement.

https://www.agsfinancialgroup.com.au/ags-webinar-series/

#THEAGSACCT #AGSFG #smallbusiness #wealth #accounting #tax #financialplanning #mortgagebroker #financialservices #sydneyaccountant #sydneyfinancialplanner #sydneymortgagebroker #retirement #webinar

A list of important tax dates and obligations for

A list of important tax dates and obligations for Q1 July – September 2023

https://www.agsfinancialgroup.com.au/important-tax-dates-and-obligations-q1-fy-2023/

#theagsacct #agsfg #wealth #accounting #financialservices#smallbusiness #taxdates #taxobligations #accountant #financialplanner #mortgagebroker #sydneyfinancialplanner

Buying vs leasing – which one is best for busine

Buying vs leasing – which one is best for business equipment and plant? How can you figure out the best choice for your situation? See our website for more information

https://www.agsfinancialgroup.com.au/business-plant-and-equipment-buy-or-lease/

#theagsacct #agsfg #smallbusiness #wealth #accounting #financialservices #accountant #financialplanner #mortgagebroker #business

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