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.

Level 8, Suite 3/8 West St, North Sydney NSW 2060

Postal Address:
PO Box 975,
Crows Nest NSW 1585

info@agsfinancialgroup.com.au

02 9966 8188

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.

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Comprehensive, strategic financial planning services including wealth creation, superannuation, retirement planning and insurance advice.

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Members of the AGS Accounting team in our North Sydney office
Mortgage Broking

Accounting services for both individuals and small to medium businesses, including tax and compliance, bookkeeping, SMSFs and business advisory.

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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.

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Financial Services

Additional Services

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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

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