Our Story

In 2002, Paul Bolstad and Alex Berlee joined forces to create AGS Financial Group, which has since won numerous awards, including 6 x “AFR Smart Investor Magazine Top Financial Planner” awards, AMP Financial Planning’s Practice of the Year State winner and National Finalists, and BRW Top 100 Accounting firms.

AGS helps business and private clients manage all aspects of their finances, because we know that understanding what’s important to you, and helping you make the right financial decisions now, will determine the life you live tomorrow. AGS Financial Group – partners in Advice, Growth and Security.

AGS Financial Group has been built on personalised customer service and professional strategic financial advice that has been helping people reach their financial goals. AGS has grown to become a team of around 80 professionals, dedicated to serving the needs of businesses, employers and individual clients.

The AGS financial advisors are some of the most experienced and respected in the Australian financial services industry. The Financial Planning services of AGS are provided as an authorised representative of AMP Financial Planning Pty Limited (AFSL 232706).

Our Brand

We use the term “Partners” both as a description of the business, and in reference to our approach with our clients. The phrase “Advice, Growth and Security” refers to the primary needs of our clients, whether they be individuals, small businesses or large companies. This involves assisting with managing all aspects of their wealth, including creation, utilisation, protection and distribution.

The wing design symbolises flight, energy and movement, and ties back into the idea that we are constantly on a financial journey with our clients.