Great Service and Very Happy with everything they do
Address Suite 109, 25 Solent Circuit, Norwest NSW 2153
Phone (02) 9899 7566
— Our Norwest office
Part of your community
since the beginning.
The Norwest office has deep roots in the Hills District. It began as Optima Group, a well-regarded Hills District financial planning practice, and AGS acquired it in 2015, bringing an established team and client base into the AGS family. Today, we serve the growing Hills District community with the full AGS service offering: financial planning, accounting, SMSF, mortgage broking and estate planning, all coordinated by a single team who understand the Hills District's unique mix of growing families, professionals and business owners. For local businesses and individuals who want tax handled close to home, our Norwest accountants work in the same team as your planner and broker.
Postal: PO Box 8322, Norwest NSW 2153
Getting here
Located in Norwest Business Park, a short walk from Norwest Metro station. Look for 25 Solent Circuit. The office is in Suite 109. Parking is available in the business park. Phone lines are open 8:30am to 7:00pm, Monday to Friday. Office visits are by appointment, including early mornings and evenings by arrangement, so book ahead rather than dropping in. Online meetings are also available.
— What we offer in Norwest
Every service you need,
under one roof.
Wealth & retirement
Start with a plan
Financial Planning
Wealth creation, retirement planning, superannuation strategy and insurance advice, with a specialist understanding of the Hills District's growing families and business community.
Learn more → Strategic PrioritySMSF Advice
Complete SMSF strategy, administration, compliance and audit. Ideal for Hills District business owners and professionals looking to take control of their super.
Learn more → Retire with ConfidenceRetirement Planning
Modelling how much you need, when you can stop and how to draw a tax-effective retirement income. Delivered from Norwest with AGS's specialist SMSF and accounting teams alongside.
Learn more → Turn Debt into WealthDebt Recycling
Convert non-deductible home loan interest into deductible investment interest. Structured jointly by your Norwest planner and AGS mortgage broking, common for Hills District professionals with established home equity.
Learn more → Clarity & CareAged Care
Aged-care fee modelling, Centrelink implications and family conversations, coordinated with your broader retirement and estate plan.
Learn more →Tax & business
The Proactive Difference
Accounting & Tax
Tax, compliance, bookkeeping and business advisory for individuals and SMEs across the Hills District, Parramatta and beyond.
Learn more → Employer of ChoiceCorporate Benefits
Corporate super and group insurance for mid-to-large employers. Delivered nationally by AGS's specialist corporate benefits team.
Learn more →Property & estate
Borrow Smart
Mortgage Broking
Home loans and refinancing for Hills District buyers: upgrades into the larger Castle Hill and Bella Vista family homes, investment-property finance for established Hills clients, and structures that handle business-income applicants who run their own operations out of the Norwest commercial precinct.
Learn more → Peace of MindEstate Planning
Wills, powers of attorney and beneficiary planning, particularly the multi-entity succession common for Hills business owners with operating companies, discretionary trusts and SMSFs that all need to be coordinated rather than treated as separate documents.
Learn more → Grow with PropertyProperty Advice
Independent property strategy and buyer's advocacy, coordinated with AGS lending and planning teams so any purchase fits the wider financial plan.
Learn more →— Service areas
The Norwest office serves clients across:
— Google reviews
What Norwest clients say.
from 68 Google reviewsView on Google →
Tristen took care of the whole process! Made purchasing my property extremely easy. I will go through Tristen again in the future!
We have had a great experience with our brokers, Gavin and Zuzana. They have been very efficient, professional, and, most importantly, have taken the time to understand our needs and provide advice that was right for us. We really appreciate their support and guidance throughout the process and are very happy with the results so far. Highly recommended!
We had an appointment with David very informative and explained everything so well for us to understand. David is so easy to talk to and friendly. Highly recommend
— Questions answered
Norwest
questions.
Can't find what you need? Call us on (02) 9899 7566.
Is the Norwest office near public transport?
Yes. The office is a short walk from Norwest Metro station, making it easy to reach from Parramatta, Castle Hill and the wider Hills District. We are located at 25 Solent Circuit in the Norwest Business Park. Online meetings are also available.
What is the history of the Norwest office?
The Norwest office traces its roots to Optima Group, a Hills District financial planning practice that AGS acquired in 2015. We have been serving clients in the Hills District for over a decade, building on a team and client base that was already well-established in the area.
Do you work with business owners in the Hills District?
Yes. The Hills District is home to a significant number of small and medium businesses, and our Norwest team has deep experience working with business owners across financial planning, accounting, SMSF and mortgage broking. The 'one roof' model is particularly valuable for business owners who need their personal and business finances coordinated.
What areas does the Norwest office service?
We serve clients across the Hills District and beyond, including Baulkham Hills, Castle Hill, Bella Vista, Kellyville, Rouse Hill, Pennant Hills, Cherrybrook, Parramatta and the wider Western Sydney region. We also work with clients Australia-wide via phone and video.
Is parking available at the Norwest office?
Yes. The Norwest Business Park has ample parking, including untimed and timed on-street parking around Solent Circuit and underground parking nearby. Most clients find a space within a couple of minutes' walk of our office at Suite 109, 25 Solent Circuit.