North Sydney office Level 8, Suite 3/8 West Street, North Sydney NSW 2060
Phone (02) 9966 8188
29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
— Financial Planning in North Sydney
The advice team at the heart of AGS.
North Sydney is where AGS began and where our head office sits today. For nearly 30 years, our planners here have helped North Shore professionals, families and retirees turn income and super into a coordinated plan across retirement, investment, tax, insurance and lending.
Good advice is more than picking investments — it's a strategy that joins up. Because AGS brings financial planning, accounting, SMSF and mortgage broking together under one roof, your North Sydney planner works directly with those specialist teams, so the parts of your financial life actually talk to each other.
Meet your adviser at our West Street office, a short walk from North Sydney station, or by phone and video — whatever fits your week.
— What we do
How we help North Shore professionals, families & retirees
Retirement planning
Modelling how much you'll need, when you can stop, and how to draw an income through retirement tax-effectively.
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 make your super work harder before retirement.
Learn more →Personal insurance
Life, TPD, income protection and trauma cover sized to your obligations — reviewed inside super where it makes sense.
Learn more →Pre-retirement planning
Transition-to-retirement, contribution caps and timing strategies for clients in the final decade before retiring.
Learn more →SMSF coordination
Advice on whether an SMSF suits you, working with AGS's specialist SMSF team for setup and ongoing strategy.
Learn more →— Local knowledge
Advice grounded in the North Shore.
The lower North Shore has one of the country's highest concentrations of professionals, business owners and self-funded retirees — clients with real complexity across super, investments, property and tax. Our planners build strategy around that reality, not a generic template.
From Mosman, Cremorne and Neutral Bay to Chatswood, Crows Nest, St Leonards and Lane Cove, we advise clients right across the North Shore — in person at our North Sydney office or online, whichever suits.
Book a free initial discussion— Also in North Sydney
One team, every service.
— Questions answered
Financial Planning in North Sydney
— your questions.
Can't find what you need? Call us on (02) 9966 8188.
Is the financial planning team actually based in North Sydney?
Yes. North Sydney is AGS's head office, and our financial planners are based here. You can meet your adviser in person at Level 8, 8 West Street — a short walk from North Sydney station — or by phone and video if that suits you better.
How much does financial planning cost?
Your first initial discussion is free and carries no obligation. After that, advice is delivered on a transparent fee basis agreed with you in writing upfront — there are no hidden commissions on investment or super advice. The exact fee depends on the complexity of your situation.
What kind of clients do you work with on the North Shore?
A broad range — North Shore professionals building wealth, business owners, families balancing a mortgage and education costs, and retirees wanting their savings to last. What matters more than your current balance is whether you're at a stage where advice will add real value.
Can you coordinate my super, SMSF, tax and lending?
Yes — that's the point of AGS. Our North Sydney planners work alongside our specialist SMSF, accounting and mortgage teams, so your super strategy, tax position, fund and lending are coordinated rather than handled in silos. For many clients that integration is where the real value is.