All my requirements and were fulfilled in an excellent manner.
Address Level 8, Suite 3/8 West Street, North Sydney NSW 2060
Phone (02) 9966 8188
— Our North Sydney office
Part of your community
since the beginning.
Our North Sydney office is where AGS began. Founders Alex Berlee and Paul Bolstad commenced as financial planners in Crows Nest in 1997, and what started as a financial planning practice has grown over nearly three decades into a fully integrated firm offering financial planning, SMSF advice, accounting, mortgage broking and estate planning under one roof. Today, the North Sydney team is our largest. It's home to the specialist advisers and accountants who work with our most complex client situations.
Postal: PO Box 975, Crows Nest NSW 1585
Getting here
Located just off the Pacific Highway, one block from the Victoria Cross Metro station. Bus services stop on Pacific Highway near the Union Hotel, and on Miller Street. Metered parking is available on West Street, with Council parking in Ridge St. Online meetings are also available for clients who prefer not to travel.
— What we offer in North Sydney
Every service you need,
under one roof.
Start with a plan
Financial Planning
Comprehensive wealth creation, retirement planning, superannuation strategy and insurance advice, coordinated around your whole picture.
Learn more → The Proactive DifferenceAccounting & Tax
Tax returns, compliance, bookkeeping, business advisory and SMSF accounting for individuals and small-to-medium businesses.
Learn more → Borrow SmartMortgage Broking
First home, next home or investment property. Access to a large panel of lenders and expert guidance from application to settlement.
Learn more → Strategic PrioritySMSF Advice
SMSF strategy, administration and compliance for North Shore trustees. See the SMSF North Sydney page for detail.
Learn more → Retire with ConfidenceRetirement Planning
Modelling how much you need, when you can stop and how to draw a tax-effective income, from head-office planners with nearly 30 years advising the North Shore.
Learn more → Turn Debt into WealthDebt Recycling
Convert non-deductible home loan interest into deductible investment interest, with planner and AGS mortgage broker structuring the strategy together.
Learn more → Peace of MindEstate Planning
Wills, powers of attorney, binding death benefit nominations and integrated estate strategies to protect what you've built.
Learn more → Clarity & CareAged Care
Aged-care fee modelling, Centrelink implications and family conversations, coordinated 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 so any purchase fits the wider financial plan.
Learn more → Employer of ChoiceCorporate Benefits
Corporate super and group insurance for mid-to-large employers. Delivered nationally by AGS's specialist corporate benefits team.
Learn more →— Service areas
The North Sydney office serves clients across:
— Google reviews
What North Sydney clients say.
from 182 Google reviewsView on Google →
Excellent knowledge and great advice
Have trusted Matt for over ten years now - just had our annual catch-up, excellent financial advice as always
We can’t thank Gavin enough for his guidance and support over the past few years. He has made what can often feel overwhelming so much easier to understand and navigate. His professionalism, patience, and genuine care have been invaluable. We highly recommend him to anyone looking for financial advice they can trust.
— Questions answered
North Sydney
questions.
Can't find what you need? Call us on (02) 9966 8188.
How long has AGS been operating in North Sydney?
Our North Sydney office is where it all started. Founders Alex Berlee and Paul Bolstad began as financial planners in Crows Nest back in 1997, so we have been serving clients on the North Shore for nearly 30 years. It remains our head office and largest team.
Which suburbs does the North Sydney office serve?
We work with clients across the Lower North Shore, Upper North Shore, Northern Beaches and Sydney CBD, including Crows Nest, Neutral Bay, Mosman, Chatswood, Pymble, Manly, Dee Why and beyond. We also work Australia-wide via video and phone.
Is parking available near your North Sydney office?
Yes. There is metered parking on West St directly outside, and Council parking in Ridge St nearby. We are also just one block from the Victoria Cross Metro station, with bus services on Pacific Highway and Miller St. Online meetings are available if you prefer not to travel.
What makes the North Sydney office different from other AGS offices?
As our founding office and head office, North Sydney has our largest and most tenured team, including senior planners and accountants who work with our most complex client situations. It is where AGS's advisory relationships began in 1997 and where the firm's cross-discipline model was built.
Can I book an out-of-hours appointment at North Sydney?
We can occasionally accommodate appointments outside standard business hours, early morning or evening, by arrangement, particularly for clients balancing professional roles in the CBD or on the North Shore. Just mention when you book and we'll do our best to find a time that works. Video meetings are also available if you'd prefer not to travel.