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We are pleased to announce that from Friday 11th of August, Lifetrack has merged its business with AGS Financial Group.
Lifetrack is a well-known AMP Financial Planning practice, with principals John Gagen and Mal Foubister excited to become part of the AGS Group.
The move comes about due to John’s planned retirement, as well as sadly the recent passing of third partner Geoff Havenstein.
The Lifetrack team together with members of AGS, will continue to work from their Frenchs Forest office to ensure our valued clients receive the ongoing service and support required.
With this acquisition, AGS now has four office locations in Sydney: Frenchs Forest, Crows Nest, Baulkham Hills and Caringbah, as well as interstate in Brisbane and Melbourne.
It is also important to note that Lifetrack was licenced through AMP Financial Planning, as is AGS. Similarly, at the heart of both business’ is our clients and a foundation of providing quality advice to help you achieve your financial and lifestyle goals.
For more details about AGS Financial Group please visit our home page here.
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.