AGS Financial Group was founded in 2002 by Alex Berlee and Paul Bolstad. AGS has since grown to become a team of around 80 dedicated individuals, serving the needs of our corporate, small to medium business and personal clients. Our aim is to be your Partners in Advice, Growth & Security.CORPORATE SUPER AND BENEFITS CONSULTING: We work closely with our clients'​ HR, Finance & Payroll personnel to provide advice and service on Corporate Superannuation, Group Insurances, Salary Packaging and Member Benefit programs.SMALL AND MEDIUM BUSINESS SERVICES: Through AGS Accounting and Business Services, clients are able to access the full spectrum of personal and business accounting services. In keeping with our name, we really do partner with our clients to deliver valuable advice, and enhance the growth and security of your business.PERSONAL CLIENT SERVICES: Our Financial Planners, Accountants, Mortgage Broker and Client Services support team assist you with managing all aspects of your wealth. From initial goal-setting, through strategy formulation, implementation & ongoing review & service, we pride ourselves on our commitment to assist you with reaching your financial goals.Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP), AFS Licence No 232706.

Website: agsfinancialgroup.com.au

Employees: 100 - 249

HQ:

Location: Crows Nest, NSW, AU

Revenue: 5 - 10 Million

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AGS Financial Group is a leading financial services provider based in Crows Nest, Australia. With a team of over 80 dedicated professionals, the company offers a range of services including corporate superannuation and benefits consulting, mortgage broking, comprehensive financial planning, and accounting services. Founded in 2002 by Alex Berlee and Paul Bolstad, AGS Financial Group has grown to become a trusted partner for businesses and individuals alike, helping them achieve their financial goals through expert advice and personalized service. The company's corporate superannuation and benefits consulting services are designed to help businesses optimize their employee benefits and retirement plans. Their experienced consultants work closely with HR, finance, and payroll personnel to provide tailored advice and service on corporate superannuation, group insurances, salary packaging, and member benefit programs. In addition to their corporate services, AGS Financial Group also offers a range of personal client services. Their financial planners, accountants, and mortgage brokers work together to provide comprehensive financial planning, mortgage broking, and accounting services, all aimed at helping individuals manage their wealth and achieve their financial goals. With a strong commitment to ethical and responsible business practices, AGS Financial Group is a respected member of the financial services industry. Their team of experienced professionals is dedicated to providing expert advice, personalized service, and innovative solutions to help their clients achieve their financial aspirations. Whether you're a business or an individual, AGS Financial Group is your partner in advice, growth, and security.

AGS Financial Group was started in 2002 by Alex Berlee and Paul Bolstad. It has grown to have around 80 employees who help corporate, small business, and personal clients. They want to be your partner in giving advice, growing, and keeping you and your business safe. They work with big companies' HR, Finance, and Payroll departments to give advice and help with corporate superannuation, group insurance, salary packaging, and member benefits. For small and medium-sized businesses, they offer a wide range of personal and business accounting services through AGS Accounting and Business Services. They work closely with their clients to give valuable advice and help their businesses grow and be secure. Their financial planners, accountants, mortgage broker, and client services team help people manage their wealth. They help with setting goals, making plans, and implementing them, and they keep reviewing and giving service to help people reach their financial goals. AGS Financial Group Pty Ltd gives financial planning, corporate benefits, and mortgage services. They are an Authorised Representative of AMP Financial Planning Pty Limited, which has an AFS Licence No. 232706.