News

New Year Financial Checklist 2026

New Year Financial Checklist 2026

With the start of a new year, many of us take time to reflect on what we’ve achieved and what we want the year ahead to look like. Whether you’re running a business, employed, or enjoying retirement, a new year is the ideal time to review your financial position and ensure your money is working as hard as you are.

Read More
Kristie Forsberg Kristie Forsberg

The value of Advice

Discover the value of financial planning advice. Research shows professional guidance boosts confidence, clarity and results. Contact AGS to get started.

Read More
Kristie Forsberg Kristie Forsberg

The 4 phases of retirement

Discover the 4 phases of retirement and how to prepare beyond finances. Plan for a fulfilling retirement with AGS Financial Group’s expert guidance.

Read More
Kristie Forsberg Kristie Forsberg

Should you downsize to upsize your retirement

Learn how downsizing your home and using the Downsizer contribution can boost super and retirement planning. Expert advice from AGS Financial Group.

This article looks at the current behaviours of Older Australians with respect to downsizing the family home, as well as factors that should be consider when weighing up the decision of whether or not to downsize. 

Read More