The expert guidance you need…
All under the one roof…
For every stage of your financial journey.
Your Trusted Financial Planners, Accountants & Mortgage Brokers in Sydney, North Shore & Beaches
Our North Sydney head office traces its roots back to founders Alex Berlee & Paul Bolstad’s commencement as financial planners in Crows Nest back in 1997.
Today, AGS Financial Group in North Sydney 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.
Accounting services for both individuals and small to medium businesses, including tax and compliance, bookkeeping, SMSFs and business advisory.
Additional Services
How to get here
Located in North Sydney only a block away from the Victoria Cross Metro, and just off the Pacific Highway, our office is easily accessible for clients across the Lower North Shore. Bus services stop nearby on Pacific Highway (near the Union Hotel) or in Miller St, there is metered parking in West St, as well as Council Parking in Ridge St. Online meetings are also available.
Level 8, Suite 3/8 West St, North Sydney NSW 2060
Postal Address:
PO Box 975,
Crows Nest NSW 1585
Book a consultation with one of our North Sydney financial planners, accountants or mortgage brokers now
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