We schedule a free introductory meeting for us to get acquainted. We ask that you bring along some information about your current situation, such as superannuation details, insurances, income details, assets and liabilities and previous tax returns.
This meeting will help you to get to know us, and allow us to identify any opportunities to help improve your situation and financial future.
If we can see that there is benefit for you in us providing advice, we will put forward a fee for service proposal and discuss next steps for us to develop your action plan.
The proposed services to be provided and relevant costs will be agreed and we may ask you for for some further information for us to complete some research for you.
We review any additional financial information and have a more specific discussion regarding your financial objectives and strategies that might be considered in drafting your personal action plan.
Your AGS advisor will present your advice to you and discuss the strategies recommended.
Once the plan has been explained and accepted by you, AGS put the plan into action.
As a valued AGS client, you will have ongoing reviews with your relationship manager to ensure that your strategic plan stays on track to meet your objectives as your financial and personal circumstances evolve.
All advice prepared by AGS is designed to deliver value to the client. There is no ‘one size fits all’ because every plan is personally tailored to the individual client and every client is the beneficiary of our:
There are no surprises in regard to our fees because after the initial free introductory meeting, all costs are agreed upfront prior to proceeding on any services discussed or advice being provided.
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. Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. AGS Accounting Pty Ltd is a member of Chartered Accountants Australia & New Zealand. Liability limited by a scheme approved under Professional Standards Legislation.