Hartley Financial and Tax & Wealth have joined AGS Financial Group
Hartley Financial and Tax & Wealth joined AGS Financial Group in September 2026. The same advisers, brokers and accountants continue, now backed by a larger, integrated team.
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AGS News
Announcements, team news and updates from AGS Financial Group.
We're upgrading our document signing platform to Annature
AGS Financial Group is moving from DocuSign to Annature for electronic document signing. The process stays the same for you, just through a new platform, and we'll guide you through any differences as they come up.
AGS features on Ensombl's new Aged Care Conversation podcast
Matthew Lloyd and Alex Berlee join the launch episode of Ensombl's new Aged Care Conversation series, unpacking how recent reforms have changed aged care and what families and advisers now need to do differently.
AGS Financial Group Partners with Zenith Aged Care to provide specialist Aged Care expertise
At AGS Financial Group, our focus has always been on helping clients work through complex financial decisions with clarity and confidence. Today, we're pleased to announce a strategic investment with Zenith Aged Care.
Across the Board has merged with AGS Financial Group
Across the Board Taxation & Accounting Services merged with AGS Financial Group in September 2025. Sue Vukici and the same team continue from the Hurstville office.
AGS Welcomes Frank Martino and Lifetime Wealth Planners
AGS Financial Group is pleased to welcome experienced Sydney-based financial planner Frank Martino to the AGS family, effective 3 February 2025.
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