Your Trusted Financial Planners, Accountants & Mortgage Brokers in Norwest
Our Norwest office traces its roots back to Optima Group which was acquired by AGS in 2015. Today, AGS Financial Group in Norwest delivers financial planning, retirement advice, mortgage broking, and accounting services to individuals and business owners in order to achieve their financial goals.
Additional services include corporate superannuation and group insurance, estate planning, and property investment advice and buying services.
Suite 109, 25 Solent Circuit, Norwest NSW 2153
Postal Address:
PO Box 8322,
Norwest NSW 2153
Book a consultation with one of our Norwest financial planners, accountants or mortgage brokers now
How to get here
Located in Norwest business park we are a short walk from the Norwest Metro. Located in 25 Solent Court. Online meetings are also available.
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.
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.
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