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.
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.
Address: Level 8, Suite 3/8 West St, North Sydney NSW 2060
Postal Address:
PO Box 975,
Crows Nest NSW 1585
Phone: 02 9966 8188
Book a consultation with one of our North Sydney financial planners, accountants or mortgage brokers now
Comprehensive, strategic financial planning services including wealth creation, superannuation including SMSFs, retirement planning and insurance advice.
Accounting services for both individuals and small to medium businesses, including tax and compliance, bookkeeping, SMSFs and business advisory.
Additional Services
THE MULTI-DISCIPLINARY ADVANTAGE:
Benefits of Integrated Financial Planning, Accounting, and Lending under One Roof
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The Fragmented Way (Traditional firms) |
The Integrated Way (AGS Financial Group) |
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Conflicting advice |
Unified financial strategy |
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In traditional finance, a client's accountant, mortgage broker, and financial planner rarely speak to each other. This creates friction and conflicting advice. AGS offers seamless strategy alignment and execution, including complex structures & strategies such as debt recycling, Self-Managed Super Funds with property, company and trust structures for business or investing, and estate planning & wealth transfer. |
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Repetitive paperwork |
Shared secure document storage |
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Clients experience severe "admin fatigue" when uploading the same bank statements, tax returns, and ID verification documents to multiple different professional firms. AGS centralises client data securely. A document provided to the accountant for a tax return is instantly accessible to the mortgage broker for a fast-tracked home loan refinance and the financial planner for ongoing strategic review. |
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Misaligned tax planning |
Built-in tax optimisation |
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True wealth creation relies heavily on minimising tax drag. When planners and tax accountants sit in the same room, investment portfolios and debt structures are optimised for tax from day one. |
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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