Clients reviews about AGS Financial Group

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

In less than a year with AGS Financial Group, our financial landscape has been beautifully transformed. They haven't just advised, they've genuinely cared. From refining our mortgage to introducing a savvy debt recycling strategy and guiding us to our first investment property - AGS has been exceptional. Their personal touch combined with unmatched expertise has given us peace of mind and a clear path forward. Every step with them feels like a step towards a brighter, more secure future. Huge thanks to the AGS team, in particular Alex and Susan. We're not just clients, we feel like partners in this financial journey. Highly recommended! ~ Peter H

Heath and Scott have been exceptional in their professional roles. My husband and I have been very impressed from the beginning. They are both outstanding in their jobs, they have an excellent understanding of their field of work and communicate very clearly. Any questions that we have, they respond promptly and always keep us informed about what processes are occurring. Heath and Scott have taken the time to get to know us and as such are able to work alongside us in a friendly, productive manner. We highly regard and recommend Heath and Scott. ~ Sophie M

AGS - Advisory Excellence “I have been a client with AGS for 20 years, Taxation is one thing we rely on AGS for every year. Our appointed taxation specialist is qualified and efficient with seeking out the required information to enable us to maximise our tax refund. This helps us make financial decisions in the upcoming years. This removes the stress of doing this ourselves, ensures that our tax is processed on time and we have been able to obtain an annual credit each year based on sound advice for tax minimization” Darren Tyler, Accounting Client ~ Darren T

David is a truly outstanding and rare professional in the financial world. He has an exceptional ability to blend clear, strategic financial communication with genuine personal understanding and care. David has been our trusted adviser for over a decade, and in all that time, he has never failed to deliver on his commitments or forecasts. In fact, he has consistently over-achieved on outcomes. That is more than service. That is partnership. And it is built on trust, integrity, and results. Thank you David. ~ John W

I have used David Pritchard as a financial advisor for many years and have found him knowledgeable and thorough. I know most of the things I should be doing (as David has counselled me over the years), but David actually prompts me to do them. I have also used Chris Isles as my accountant for many years. He has been very helpful, knowledgeable and reliable as my finances became more complex. Thanks to all the team at AGS. I have been very thankful for your care. ~ Jill K

We really appreciated the time and effort Gavin DuBuissonPerrine spent with us outlining a range of financial planning options suitable for our circumstances. His straightforward analysis of the current and future economic climate and its likely impact on retirement funds was very clear and encouraged us to consider alternatives to our current situation. We would be delighted for him to become our financial planner. ~ Margaret F

As always the contact with my long term advisor, Peter Frey, was open and friendly. I was given many opportunities to discuss any concerns I had regarding my superannuation plan, prior to him drafting the proposal for the next 12 months. This review marks the 11th year that I have had the same advisor and that sort of continuity is incredibly important to me. Very happy with AGS and my advisor there. ~ Shayne S

Have been using this company (particularly Gavin) for over 5 years now. Wow, what a difference it has had to the bottom line of my Super. If you do nothing else, at least let these people review your super and see if they can assist. My previous (bank owned) advisers used a set and forget policy. AGS regularly review and change the investments. I have referred several friends and they are all very happy and very impressed. ~ Roy Z

My heartfelt appreciation goes to Gavin DuBuisson Perrine for his exceptional guidance and dedication over the many years I have sought his advice on my journey to retirement. At one point in my life I thought I would never be able to retire. With Gavin’s outstanding help, I am now retired and feel secure and relaxed with my well-organised retirement plan in place. I can’t thank Gavin enough. ~ Marjo

We have been with Alex Berlee and AGS for 12 months. He and his team are by far the most professional and attentive Financial Planners we've dealt with. They have provided great advice and are guiding us toward a much more secure financial future than where we were headed. Alex genuinely cares about his clients. My only regret is that we didn't meet him sooner. ~ Brendan D

AGS are very Professional, Knowledgable and Customer Focused – Excellent "I would recommend AGS they provided all the services that we wanted in a friendly and professional manner, they listened to our views and needs and took those into account in delivering the services that we were looking for. Great Service and Advice" Peter Mayhook, Accounting & Financial Planning Client ~ Peter M

“Wholistic service is essential” Started as a financial planning client based on the known quality of the financial planner engaged then extended this to estate planning and tax returns. Having the one provider for all required services is efficient and drives a better outcome as the business is across all our affairs. Daniel Prior, Accounting & Financial Planning Client ~ Dan P

We've been clients of Gavin's for more than 10 years. Gavin has provided guidance tailored around our current and future financial situations taking the time to explain our options to ensure we feel confident with our goals moving forward. Gavin is extremely professional and we would certainly recommend his services. ~ Suzanne K

I have been with AGS for the last 3 years and I have found my advisor David Hall to be amazing. Professional, knowledgeable, accommodating and friendly. I trust what he suggests and I trust his guidance. He explains things well which is good for people who are not confident or educated in this area. Thank you David ~ Natascha R

AGS has been our SMSF Accountant/Administrator at their Miranda office (NSW) for many years. They are proficient, professional and responsive for the management of our SMSF. Nick and Lauren are a joy to deal with, always willing to go the extra mile to provide great service. We are very grateful to the team and their expertise. :) ~ Chris D

I cannot speak highly enough of Matt from AGS.He is beyond reproach.His level of professionalism is impeccable.He totally understood my position and requirements and his advice was strong and sound with my best financial interest at heart.It is an absolute pleasure to have someone like Matt looking after me and I highly recommend him . ~ Rusty G

Matthew Lloyd (Financial Planner) and Sophia Kander (Accountant) are incredibly valuable to me as a business owner and individual. Matthew never dumbs down his financial analysis and is always willing to get into the detail of superannuation strategies and market considerations with me. Highly recommended. ~ Lisa M

I have full confidence in my financial advisor David Pritchard. David has been taking care of my superannuation for many many years. his guidance through the transition to retirement has helped me immensely. I never have to be concerned about my super. ~ mary r

David Pritchard has been my Financial Advisor for many years. He is slowly preparing me for retirement and his advise has been amazing. I feel extremely comfortable that my Super is in excellent hands and look forward to many more annual reviews with David. ~ Roslyn M

The team at AGS have had my back financially for close to 20 years. Whether it's annual tax returns, investment advice, business/company finances or superannuation planning, I am thankful that they have always been there to help me stay on track, even through the most uncertain of times. ~ David D

AGS are a one stop shop and experts in all areas of personal tax and financial management. Gavin especially, has found a way to educate and explain complexed financials to two novices. He has helped us grow our financial independence for today and into our future. Can not recommend highly enough. ~ Mandy D

Reviews from our customers

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