Commenced Financial Planning in 1997, and joined forces with Alex Berlee to create AGS Financial Group in 2002.

AGS has since grown to become a team of 21 dedicated individuals, serving the needs of our employer clients and individual financial planning clients. Our aim is to be your Partners in Advice, Growth & Security.

CORPORATE SUPER AND BENEFITS: We work closely with our clients' HR, Finance & Payroll personnel to provide advice on Corporate Superannuation, Group Insurances, Salary Packaging and Member Benefit programs.

Key Benefits of dealing with AGS include:

We cater to all staff requirements - from those disinterested in their super to those with complex arrangements seeking regular, value add advisory services.

Our Experience - Our Corporate Benefits team includes some of the most experienced advisers in the Australian superannuation industry, servicing the needs of a large number of household names, across Australia.

National Delivery - From our 1300 number, web based presentations, to our scheduled on-site visits, few of our competitors have such a proven capability to service national organisations.

Documented Service Standards - You can count on us to deliver on our promises, thanks to rigorous, documented systems and processes such as a Corporate Service Level Agreement , and Scheduled calendar of service activities

PRIVATE CLIENT SERVICES: Our Financial Planners and Private Client support team assist you with managing all aspects of your wealth. From initial goal-setting, through strategy formulation, implementation & ongoing review & service, we pride ourselves on our commitment to assist you with reaching your financial goals.