29+ Years advising Australians
6,000+ Clients across the country
$3.8B Funds under advice
8 Offices nationally
— Financial Planning in Picton
A local Picton team with real depth.
Picton was the home of Hartley Financial, built here over decades by founder David Hartley. When AGS acquired Hartley Financial and Tax & Wealth in September 2026, that local advice team stayed in place, now backed by AGS's specialist planning, SMSF, accounting and lending divisions.
Good financial advice joins up. Because AGS brings financial planning, accounting, SMSF and mortgage broking together under one roof, your Picton planner works directly with those specialist teams, so your super, tax and lending decisions are coordinated rather than made in isolation.
Meet your adviser at the Argyle Street office in the middle of Picton, or by phone and video, whatever suits your week.
— What we do
How we help Wollondilly & Macarthur families, professionals & 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, 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 Wollondilly and Macarthur.
Wollondilly and Macarthur have a distinctive mix: established rural-residential landholders alongside a wave of young families moving into the Wilton, Oran Park and Gregory Hills growth estates. Those two groups need very different advice, and our Picton planners build strategy around the real situation rather than a template.
From Picton, Tahmoor and Bargo to Camden, Wilton and Narellan, and across to Campbelltown, we advise clients in person at the Argyle Street office or online, whichever suits.
Book a free initial discussion— Also in Picton
One team, every service.
— Questions answered
Financial Planning in Picton
— your questions.
Can't find what you need? Call us on 1300 55 44 77.
Is the financial planning team actually based in Picton?
Yes. Picton is a full AGS office and the former home of Hartley Financial. Your planner is based here and has advised Wollondilly and Macarthur clients for years. You can meet in person at Shop 2, 139 Argyle Street, 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 around Picton?
A broad range. Young families buying in the Wilton and Oran Park growth estates, established landholders and primary producers, local business owners, and retirees wanting their savings to last. The Picton team knows the Wollondilly and Macarthur situation well.
Can you coordinate my financial planning with SMSF, accounting and lending?
Yes. That's the point of AGS. Your Picton planner works alongside AGS's specialist SMSF, accounting and mortgage teams, so your plan, your tax and your loans are handled together rather than in isolation.
What is the history of the Picton office?
Picton was the home of Hartley Financial, built over decades by founder David Hartley into a fully integrated planning, accounting and lending firm. AGS acquired Hartley Financial and Tax & Wealth in September 2026, and the same local team now serves the region as part of AGS.