AGS Financial Group | North Sydney

4.9
153 reviews from Google

At AGS Financial Group, we are committed to helping individuals and small businesses achieve financial success. As trusted financial advisors, accountants and mortgage brokers, we offer a full range of services including retirement planning, superannuation, investment advice, estate planning, property investment and insurance advice, all under the one roof. Whether you're growing your wealth, securing your retirement, or safeguarding your business, our expert team provides personalised solutions tailored to your needs. Partner with AGS Financial Group for comprehensive financial management that works for you.

Call us! +61 2 9966 8188
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Customer's reviews

We engaged AGS for some financial advice to maximise our nest egg returns in preparation for retirement. We very quickly realised a return on investment for their fees! They worked with what we had, money and asset wise, and advised several tweaks and additions to not only maximise our returns, but also set ourselves up for an earlier retirement. Their in house loan broker gave us the best deal at the time for a property loan, and currently still is a low rate. As well, their legal consultant made water tight wills for us both. They have a wealth of experience and expertise in all aspects of finance, as a one stop shop. It was worth every dollar for the professional assistance to maximise our money. We highly recommend them! ~ David P
“AGS went the extra mile” AGS has truly gone the extra mile in helping me resolve a very difficult problem with a third-party institution. I am elderly and needed to wind up a fifty-year-old life insurance, which was worth a considerable amount for me at my age. The original policy company had handed their business and clients to a third party which raised issue after issue and seemingly tried to sweep it under the carpet. AGS, and particularly Alex Berlee, have been very professional and helpful and have worked tirelessly to resolve this issue for me. It has been an absolute pleasure dealing with Alex Berlee and the AGS Financial Group. All my questions are answered promptly, and help is provided very professionally, quickly and with good grace. I highly recommend the AGS Financial Group. They care about their clients, and they follow through to a good conclusion. Thank you so much. Christine Higgins ~ Christine H
Excellent service Everytime. I have been a long standing client of AGS's financial planning services and a number of years ago I also decided to shift my accounting service and have never looked back. From the get go I found AGS professional and efficient (such a breath of fresh air). Their service and advice is ALWAYS timely and spot on. Always with a smile (virtually). Having both accounting and financial planning under the one umbrella has also made it easier to integrate the two topics when needed. Especially helpful given we have an SMSF. Andre Kreicers, Financial planning and accounting client ~ Andre K
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Blog

Stay up to date with key tax lodgement dates and obligations for Q3 FY 2026. Ensure compliance with deadlines for BAS, PAYG, and super contributions. Posted on: January 5, 2026
Happy New Year from the team at AGS Posted on: December 31, 2025
Merry Christmas from the team at AGS Financial Group Posted on: December 21, 2025
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Contact information

Phone +61 2 9966 8188
Address
Level 8, Suite 3 8 West Street North Sydney 2060
Sunday Closed
Monday 8:30 AM - 7:00 PM
Tuesday 8:30 AM - 7:00 PM
Wednesday 8:30 AM - 7:00 PM
Thursday 8:30 AM - 7:00 PM
Friday 8:30 AM - 7:00 PM
Saturday Closed

Gallery

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