Your Trusted Financial Planners, Accountants & Mortgage Brokers 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, Suite 104, 72 York Street, 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.
Comprehensive, strategic financial planning services including wealth creation, superannuation, retirement planning and insurance advice.
Accounting services for both individuals and small to medium businesses, including tax and compliance, bookkeeping, SMSFs and business advisory.
Buying your first home, new home or investment property? Refinancing for a better deal. With a large panel of lenders, we’ve got you covered.
Additional Services
THE MULTI-DISCIPLINARY ADVANTAGE:
Benefits of Integrated Financial Planning, Accounting, and Lending under One Roof
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The Fragmented Way (Traditional firms) |
The Integrated Way (AGS Financial Group) |
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Conflicting advice |
Unified financial strategy |
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In traditional finance, a client's accountant, mortgage broker, and financial planner rarely speak to each other. This creates friction and conflicting advice. AGS offers seamless strategy alignment and execution, including complex structures & strategies such as debt recycling, Self-Managed Super Funds with property, company and trust structures for business or investing, and estate planning & wealth transfer. |
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Repetitive paperwork |
Shared secure document storage |
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Clients experience severe "admin fatigue" when uploading the same bank statements, tax returns, and ID verification documents to multiple different professional firms. AGS centralises client data securely. A document provided to the accountant for a tax return is instantly accessible to the mortgage broker for a fast-tracked home loan refinance and the financial planner for ongoing strategic review. |
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Misaligned tax planning |
Built-in tax optimisation |
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True wealth creation relies heavily on minimising tax drag. When planners and tax accountants sit in the same room, investment portfolios and debt structures are optimised for tax from day one. |
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Why work with us
27
YEARS OF
EXPERIENCE
$2.5B
OF CLIENT
INVESTMENTS
AUSTRALIA-WIDE
PRESENCE
HOLISTIC, INTEGRATED
SERVICE
Try us out
If you’re interested to see how we could help, follow these easy steps:
Click on the “book or call” button below
Book an initial discussion with one of our professionals, with no cost or obligation
Together we can see if there’s a good fit, and discuss next steps