Your Trusted Advisors in Melbourne
Our Melbourne office began with the family relocation of then AGS planner Erik Becejski, and later got a boost with Clare Boadle, and then Heath Banfield, following the purchase of Terry Banfield’s Superworks business on Terry’s retirement.
Today, AGS Financial Group in Melbourne specialises in financial planning, retirement advice, mortgage broking, and accounting services to help you achieve your financial goals. Additional services include corporate superannuation and group insurance, estate planning, and property investment advice and buying services.
Ground Floor, 68-72 York St, South Melbourne VIC 3205
Book a consultation with one of our Melbourne financial planners, accountants or mortgage brokers now.
How to get here
Our Melbourne office is conveniently located at 68-72 York Street, South Melbourne, right on the corner of York and Clarendon Streets. Whether you're travelling by public transport or driving, getting to our office is simple and hassle-free:
By Tram: The office is easily accessible by tram, with multiple routes servicing Clarendon Street and the surrounding area. The nearest tram stop is just a short walk away, making it a convenient option for clients coming from all parts of Melbourne.
By Bus: Several bus routes run through South Melbourne, providing another reliable and efficient public transport option to reach our office.
By Car: If you're driving, there is metered parking available on York Street. For those looking for free parking, you can find 1.5-hour free parking in the nearby Woolworths and Aldi car parks.
No matter how you choose to travel, our South Melbourne office is well-positioned to welcome clients from across the city and surrounding suburbs.
Our Services
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Financial Planning Melbourne
Our Melbourne financial planners provide tailored strategies, including retirement planning, debt recycling, superannuation optimisation, and investment advice, to secure your financial future.
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Accounting Melbourne
Our Melbourne office provides accounting services for both individuals and small to medium businesses, including tax and compliance, bookkeeping, SMSFs and business advisory.
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Mortgage Broking Melbourne
Our experienced mortgage brokers near Melbourne can help you buy your first home, refinance, access equity, or invest into real estate with ease.