29+ Years advising Australians
6,000+ Clients across the country
$3.8B Funds under advice
8 Offices nationally
— Financial Planning in Parkdale
Local bayside advice with real depth.
The Parkdale office was Hartley Financial's Melbourne base before AGS acquired the firm in September 2026. Its financial planning team stayed in place, now backed by AGS's specialist planning, SMSF, accounting and lending divisions.
Good financial advice joins up. Your Parkdale planner works directly with AGS's specialist teams, so your super, tax and lending decisions are coordinated rather than made in isolation, even where the accounting and SMSF work is handled by our dedicated Sydney-based teams.
Meet your adviser at the Chandler Street office in Parkdale, or by phone and video, whatever suits your week.
— What we do
How we help Bayside families, professionals & 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, and 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 bayside Melbourne.
Bayside Melbourne mixes established, tightly-held streets near the beach with a steady flow of families upgrading through Mentone, Cheltenham and Mordialloc. Property values here are significant, so equity, super and retirement timing are the questions that come up most, and our Parkdale planners build strategy around them.
From Parkdale, Mentone and Mordialloc to Cheltenham, Beaumaris and Sandringham, we advise clients in person at the Chandler Street office or online, whichever suits.
Book a free initial discussion— Also in Parkdale
One team, every service.
— Questions answered
Financial Planning in Parkdale
— your questions.
Can't find what you need? Call us on (03) 9580 6900.
Is the financial planning team actually based in Parkdale?
Yes. Financial planning is delivered on site at the Parkdale office, 11 Chandler Street, by advisers who came across with Hartley Financial. You can meet in person or by phone and video.
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 bayside Melbourne?
A broad range. Families upgrading through Mentone and Cheltenham, professionals building wealth, business owners, and retirees along the coast wanting their savings to last. The Parkdale team knows the bayside situation well.
Can you coordinate my planning with accounting, SMSF and lending?
Yes. That's the point of AGS. Your Parkdale planner and broker are on site, and they work with AGS's specialist accounting and SMSF teams so your plan, tax, super and loans are handled together rather than in isolation.
What is the history of the Parkdale office?
The Parkdale office was Hartley Financial's Melbourne base, having moved to Chandler Street from Braeside in 2025. AGS acquired Hartley Financial and Tax & Wealth in September 2026, and the same local team now serves bayside clients as part of AGS.