29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
— Financial Planning in Norwest
A Hills District advice team at the heart of Norwest.
The Hills District is one of Sydney's fastest-growing professional and business communities — with a high concentration of business owners, dual-income families and high-income professionals who need advice that goes beyond picking investments. Our Norwest planners have served this community since 2015, when AGS acquired Optima Group.
Good financial advice joins up. Because AGS brings financial planning, accounting, SMSF and mortgage broking together under one roof, your Norwest planner works directly with those specialist teams — so your investment strategy accounts for your tax position, your super strategy accounts for your business structure, and everything fits together.
Meet your adviser at our Norwest Business Park office, a short walk from Norwest Metro station, or by phone and video — whatever fits your week.
— What we do
How we help Hills District professionals, families & business owners
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 built for the Hills.
The Hills District has one of Sydney's highest concentrations of small-business owners, professionals and dual-income families — clients with real complexity across super, investments, property and tax. Our Norwest planners build strategy around that reality, not a generic template.
From Castle Hill, Baulkham Hills and Bella Vista to Kellyville, Rouse Hill and Pennant Hills, we advise clients right across the Hills — in person at our Norwest office or online, whichever suits.
Book a free initial discussion— Also in Norwest
One team, every service.
— Questions answered
Financial Planning in Norwest
— your questions.
Can't find what you need? Call us on (02) 9899 7566.
Is the financial planning team actually based in Norwest?
Yes. The Norwest office is a full AGS office staffed by financial planners based here in the Hills District. You can meet your adviser in person at Suite 109, 25 Solent Circuit — a short walk from Norwest Metro 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 in the Hills District?
A broad range — Hills District professionals building wealth, business owners, families balancing a mortgage and school fees, and retirees wanting their savings to last. The Hills has a high proportion of business owners and high-income professionals, and our advice reflects that.
Can you coordinate my financial planning with my SMSF, accounting and lending?
Yes — that's the point of AGS. Our Norwest 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.
How long has AGS been in Norwest?
The Norwest office traces its roots to Optima Group, a Hills District financial planning practice that AGS acquired in 2015. We have been serving Hills District clients for over a decade, building on a team and client base that was already well-established in the area.