— Wherever you are
The full AGS service,
without the office visit.
We have eight offices across Sydney, Melbourne and Brisbane, but roughly a third of our clients choose to meet with us remotely. Some are based in regional Australia. Some are city-based clients who simply prefer the flexibility of video meetings. Others start with a remote meeting and come in later if they want to.
Remote advice at AGS is not a reduced service. You get the same adviser every time, the same depth of planning, and the same coordinated approach. Financial planning, SMSF, accounting, mortgage broking and estate planning are integrated under one team, just without the commute.
How it works
- 01 Book a free initial discussion
A 30–60 minute call or video meeting with one of our advisers. Let's get to know each other, and see if there are ways we can help.
- 02 We assess your situation
If there's a fit, we'll send a clear scope of work and fixed-fee quote. No surprises.
- 03 Ongoing remote meetings
Secure video via Zoom or Teams. Documents shared through our client portal. Your adviser is always the same person.
— Available remotely
Every service, wherever you are.
Start with a plan
Financial Planning
Wealth creation, retirement planning, superannuation strategy and insurance, coordinated around your whole situation.
Learn more → The Proactive DifferenceAccounting & Tax
Tax returns, compliance, bookkeeping and business advisory. Secure document exchange makes accounting easy from anywhere.
Learn more → Borrow SmartMortgage Broking
Home loans, investment property and refinancing. Applications and approvals handled end-to-end, with no office visit required.
Learn more → Strategic PrioritySMSF Advice
Over 500 active SMSFs, $727M+ in assets. Strategy, administration, compliance and audit are all available remotely.
Learn more → Retire with ConfidenceRetirement Planning
Modelling how much you need, when you can stop and how to draw a tax-effective income, delivered end-to-end by phone and video with one adviser.
Learn more → Turn Debt into WealthDebt Recycling
Convert non-deductible home loan interest into deductible investment interest. Planner and mortgage broker coordinate the split-loan and investment strategy remotely.
Learn more → Peace of MindEstate Planning
Wills, powers of attorney and beneficiary strategies. Most estate planning work is done remotely; document signing can be arranged locally.
Learn more → Clarity & CareAged Care
Aged-care fee modelling, Centrelink implications and family conversations, coordinated remotely with your broader retirement and estate plan.
Learn more → Grow with PropertyProperty Advice
Independent property strategy and buyer's advocacy, coordinated with AGS lending and planning teams. Advice runs remotely; local inspections when needed.
Learn more → Employer of ChoiceCorporate Benefits
Corporate super, group insurance and employer benefits solutions for businesses across Australia.
Learn more →— Or visit us in person
Eight offices if you
prefer face to face.
North Sydney
Level 8, 8 West St, North Sydney NSW 2060
(02) 9966 8188
View office →Norwest
Suite 109, 25 Solent Circuit, Norwest NSW 2153
(02) 9899 7566
View office →Sutherland
1/17-21 Gray Street, Sutherland NSW 2232
(02) 9545 0488
View office →Hurstville
Level 4, 34 MacMahon St, Hurstville NSW 2220
(02) 9585 8722
View office →South Melbourne
Ground Floor, 72 York Street, South Melbourne VIC 3205
(03) 8548 6454
View office →Brisbane
Lobby 1, Level 2, 76 Skyring Terrace, Newstead QLD 4006
(07) 3085 6627
View office →Picton
Shop 2, 139 Argyle Street, Picton NSW 2571
1300 55 44 77
View office →Parkdale
11 Chandler Street, Parkdale VIC 3195
(03) 9580 6900
View office →— Questions answered
Remote advice
questions.
Can't find what you need? Call us on (02) 9966 8188.
How does remote financial advice actually work?
We use secure video conferencing (Zoom or Teams) for face-to-face meetings, and share documents securely through our client portal. Most clients find that after the initial meeting, remote advice works just as well as in-person, sometimes better, since there's no commute. Your adviser is still the same person every time, and the advice is just as personal.
Are there any services that require an in-person meeting?
Almost everything can be done remotely. Occasionally, for complex estate planning involving formal document signing, you may need to attend a local solicitor, but we coordinate this for you. For everything else, including financial planning, SMSF, accounting and mortgage broking, remote works well.
Do remote clients pay more?
No. Our fees are the same regardless of whether you meet with us in person or remotely. We agree all fees in advance and in writing before any work begins.
I'm based in a city with an AGS office. Should I still consider remote advice?
Many clients with a local AGS office still choose to meet remotely some of the time. It's a matter of what works best for you. We're happy for meetings to be in-person, remote, or a mix of both.