— Why it matters
Integrated is better.
Most Australians deal with a financial planner, a separate accountant, and a bank or mortgage broker who never talk to each other. Every piece of advice is made without the full picture. At AGS, your adviser, accountant and broker are on the same team — so every decision is made with your whole situation in mind.
29+ Years of experience
5,000+ Clients across Australia
$2.5B+ Client investments
6 Offices nationally
Most popular
Financial Planning
Wealth creation, retirement planning, superannuation strategy and insurance advice — coordinated around your whole financial picture.
- Retirement planning
- Wealth creation
- Super strategy
- Insurance advice
SMSF Advice
Over 500 active SMSFs, $727M+ in assets managed. Complete strategy, administration, compliance and audit under one roof.
- SMSF strategy
- Administration
- Compliance & audit
- Property (LRBA)
Accounting & Tax
Individual tax, business compliance, bookkeeping, SMSF accounting and business advisory. Chartered Accountants ANZ member firm.
- Individual tax
- Business tax & BAS
- Bookkeeping (Xero)
- Business advisory
Mortgage Broking
Access to a large panel of lenders. Your mortgage structured to complement your financial plan, tax position and wealth strategy.
- First home buyers
- Investment property
- Refinancing
- SMSF borrowing
Estate Planning
Wills, powers of attorney, super death benefit nominations and beneficiary strategies — integrated with your broader financial plan.
- Wills & POA
- Super nominations
- Testamentary trusts
- Asset protection
Corporate benefits
Corporate superannuation management, group insurance and workplace financial wellness programs for Australian employers.
- Corporate super
- Group insurance
- Policy Committee
- Employee education
Property Advice & Buying
Access our curated panel of buyer's agents — off-market properties, expert negotiation and research integrated with your financial plan.
- Buyer's agents
- Off-market access
- Investor research
- SMSF property
Aged Care
Navigating aged care costs, Centrelink impacts, the family home and care options — with Zenith Aged Care specialist support.
- Care options
- RAD & DAP advice
- Centrelink impacts
- Zenith partnership
Not sure where to start?
Book a free initial consultation — no obligation, no jargon. We'll listen, assess your situation and tell you honestly where advice will make the most difference.