Optima Group Becomes AGS Financial Group

Exciting News for AGS Baulkham Hills

Further to AGS' acquisition of Optima Group in September 2015, we are pleased to announce that from Monday 1st May 2017 the office at Baulkham Hills will operate only as AGS Financial Group.

In the time since take over, we have combined the benefits of a larger team of specialised professionals, together with the same high standards of personal service that Optima Group was built on. Our policies and procedures have been successfully merged and recently the office at Baulkham Hills has undergone a refreshing facelift with a complete rebrand to AGS.

AGS Financial Group and Optima first joined forces as part of the retirement & succession plans of Principals Richard O’Brien and Greg Sokolnikoff.

Both parties saw a good fit, with AGS bringing a sizeable team and the necessary experience to enable continued delivery to clients in the absence of Greg & Richard, while for AGS the benefits include great staff and clients, and an additional, convenient location in Baulkham Hills.

As always please contact us for any advice or assistance.


Published : 27 Apr 2017

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