Heath is a Senior Financial Adviser with over 12 years' experience helping everyday Australians take control of their finances and turn their goals into reality.
For Heath, financial advice isn't about chasing the next hot tip or pushing a product — it's about understanding what truly matters to each client, cutting through the complexity, and building a plan that gives real confidence. Not just for retirement, but for every stage of life.
Whether clients are growing their wealth, protecting what they've built, planning for retirement, navigating a major life change, or simply want a trusted second opinion, Heath offers straight-talking, personalised advice backed by experience and genuine care. No jargon. No assumptions. Just thoughtful guidance tailored to each situation.
What Heath enjoys most is seeing the difference advice makes — when a client who once felt overwhelmed by their finances gains clarity and starts moving forward with purpose. That's what drives him every day.
At AGS Financial Group, clients benefit from a complete financial service under one roof — planning, accounting, and mortgage advice working together seamlessly. Every part of a client's financial life is aligned and pulling in the same direction.
Heath works best with people who value honesty, want a long-term partner they can trust, and are ready to make smart decisions with confidence.
Expertise: Superannuation · Insurance Protection · Retirement & Pension · Shares & Investments · Tax Strategies · Managing Debt · Borrowing · Self Managed Super Funds · Complex Investments · Growing Assets