Brisbane office Lobby 1, Level 2, Gasworks Plaza, 76 Skyring Terrace, Newstead QLD 4006
Phone (07) 3085 6627
29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
— Financial Planning in Brisbane
A Brisbane planner with the depth of a national firm.
Good financial advice in Brisbane isn't about a single product — it's a coordinated plan across super, tax, insurance and lending that adapts as your life changes. Our Newstead advisers build that plan with you and stay with you to keep it on track.
What sets AGS apart is integration: financial planning, accounting, SMSF and mortgage broking all under one roof. Your planner, accountant and broker work together, so the strategy actually joins up instead of pulling in different directions.
AGS has advised Australian clients for nearly 30 years, and has called Queensland home since 2015. Brisbane clients get a genuinely local team with that full experience behind them.
— What we do
How we help Brisbane individuals, families & retirees
Retirement planning
Modelling how much you'll need, when you can retire, and how to draw a tax-effective income in retirement.
Learn more →Wealth creation
Investment strategy, asset allocation and structures to grow wealth in line with your goals and risk comfort.
Learn more →Superannuation strategy
Contribution strategies, consolidation and fund selection to get more from your super before retirement.
Learn more →Personal insurance
Life, TPD, income protection and trauma cover sized to your obligations — reviewed inside super where suitable.
Learn more →Pre-retirement planning
Transition-to-retirement, contribution caps and timing strategies for the final decade before retiring.
Learn more →SMSF coordination
Advice on whether an SMSF suits you, with AGS's specialist SMSF team for setup and ongoing strategy.
Learn more →— Local knowledge
Advice grounded in your Queensland reality.
Queensland has its own financial character — strong interstate migration, a robust property and resources economy, and a large base of small-business owners and self-funded retirees. Our advisers factor that in rather than handing you a generic plan.
From young professionals in Newstead, Fortitude Valley and New Farm to families across Brisbane's inner north and west and retirees Queensland-wide, we tailor strategy to your situation — meeting you at Gasworks or online, whichever suits.
Book a free initial discussion— Also in Brisbane
One team, every service.
— Questions answered
Financial Planning in Brisbane
— your questions.
Can't find what you need? Call us on (07) 3085 6627.
Is the AGS Brisbane financial planner local, or based in Sydney?
Local. AGS's Brisbane office was established in 2015 by Queenslander Tim Graham and is staffed by advisers who live and work in Brisbane. They're supported by AGS's national specialist teams, so a Brisbane client gets a local relationship with serious depth behind it.
What does financial planning cost in Brisbane?
Your first initial discussion is free and there's no obligation. Ongoing advice is delivered on a transparent fee basis agreed with you in writing before any work starts — no hidden commissions on super or investment advice. The fee reflects the complexity of your situation.
Where do I meet a Brisbane adviser?
At our office in Gasworks Plaza, Lobby 1, Level 2, 76 Skyring Terrace, Newstead — in the Gasworks precinct close to Fortitude Valley and the CBD, with 2-hour free parking. We also meet many Queensland clients by phone and video, with the same adviser either way.
Can you advise on both super and an SMSF?
Yes. We advise on retail and industry super strategy and, through AGS's specialist SMSF division managing over 500 active funds, on whether an SMSF is right for you and how to run one compliantly. Planning, accounting and SMSF sit together at AGS, so the advice is coordinated.