Alex Berlee

AGS Financial Group

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.