Comprehensive Financial Planning for Long-Term Success

Managing your finances involves making critical decisions that shape the quality of life you and your loved ones enjoy. With the right advice, you can make these decisions confidently, ensuring a secure and prosperous future.

AGS Financial Group offers expert financial planning services designed to help you build, manage, and protect your wealth. With a team of highly qualified advisors who have been recognized with multiple AFR Smart Investor Magazine “Masterclass Top 50 Financial Planner” awards, we’re dedicated to providing the strategic guidance you need at every stage of life.

Why Choose AGS Financial Group?

Our approach centres around understanding what’s most important to you. We then create a tailored financial plan that adapts as your circumstances change. Our financial planning services cover:

Retirement Planning: Create a roadmap for financial independence and a comfortable retirement.
Investment Advice: Grow your wealth with a diversified investment strategy that aligns with your risk tolerance.
Superannuation and SMSF Management: Maximise your superannuation and explore the benefits of self-managed super funds.
Estate Planning: Ensure your legacy is preserved and distributed according to your wishes.
Insurance Advice: Protect your assets and loved ones with the right insurance coverage.

With over two decades of experience, our advisors are your trusted partners in achieving financial success and peace of mind.

If you would like to find out how AGS Financial Group can provide financial planning services to you, contact AGS today and ask to speak to a Financial planner.

The Financial Planning Process

An Introduction: The first step in getting your financial plan underway is for us to get acquainted. You evaluate us to see if you would like us to partner you in meeting your financial goals and we try to identify if there are any opportunities to help improve your situation and financial future.

There is no cost for this meeting and we ask that you bring along some information about your current situation such as superannuation details, insurances, income details, assets and liabilities.

If we can see that there is benefit for you in us providing advice, we will put forward a fee for service proposal and discuss next steps for us to develop your plan.

Before We Meet Next time…

We will agree on the services to be provided and costs
We will ask you to give us some basic information for us to complete some research for you

Second Meeting…

Gather additional financial information
Discuss relevant objectives and strategies

Third Meeting…

Present the plan to you
Discuss recommended strategies
Implement the plan

Review Service: As our valued client we will have ongoing reviews with you to ensure that your strategic financial plan meets your objectives as your financial and personal circumstances evolve.

Our Approach on Fees…

We are committed to ensuring you only pay for a plan that is of value to you, and we are confident that our fees will be fair in terms of the result you will get and the effort we will put into your plan.

After an initial free introductory meeting to establish your circumstances and needs, all costs are agreed upfront prior to proceeding on any services discussed or advice being provided, so there are no surprises.

So, if you would like to find out how AGS Financial Group can provide financial planning services to you, contact AGS today and ask to speak to a Financial planner, or if you’re ready for an initial discussion, click here to book a time that suits you.