Matthew Lloyd is a Financial Planner at AGS Financial Group, based in our Sydney office. He joined AGS in 2016 and works with clients to build and protect their wealth through tailored financial planning strategies.
Matthew covers all aspects of financial planning advice, including SMSF strategy and administration, wealth accumulation, retirement planning, estate planning and aged care advice. This breadth means clients get one adviser across the major decisions of their financial life — coordinated with AGS’s in-house accounting, mortgage broking and SMSF teams when their strategy needs it.
Matthew holds a Master of Financial Planning, supporting deep technical capability across the strategies he advises on.
In the media
Independent coverage, podcasts and interviews. See the full press hub for all AGS media.
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Matthew Lloyd and Alex Berlee launch Ensombl's new Aged Care Conversation series with host Sarah Leslie. They unpack how recent aged care reforms have raised complexity and cost, how home care packages, RADs and co-contributions now interact, and why advisers must lift their aged care capability or partner with specialists to serve clients through the transition.
Also on: YouTube