Your Trusted Advisors in North Sydney
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.
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
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.
Our Services
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Financial Planning North Sydney
Our North Sydney 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 North Sydney
Our North Sydney 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 North Sydney
Our experienced mortgage brokers near North Sydney can help you buy your first home, refinance, access equity, or invest into real estate with ease.