Clients reviews about AGS Financial Group

I been a client of GAN as far back as 2005 before the merger with AGS Financial Group. AGS Financial group look after the regulatory and accounting requirement of our family Self-Managed Superannuation Fund The outstanding benefits are that the accounting team are in tune with my requirements. The Class App they've adopted gives me a day-to-day account of the status of the fund. The team at the Miranda office are always on hand to explain and answer my queries. Nick and Lauren at the Miranda office always look after us very well. People make a business and I've been a client since 2005 Con Balsaras, Accounting Client ~ Con B

With AGS I get treated like a valued client not just simply another number. From my first initial phone call with AGS I felt like a valued client as they showed genuine interest and explained how they could lower my tax bill. Since then, I've enjoyed great service and face to face meetings with AGS explaining all aspects of tax. Whenever I need anything, have any questions or some advice they always attend to me within a short period of time. David D’Amico, Accounting Client ~ David

Thank you for the invaluable advice I’ve been a client with AGS for over 20 years, and have now been able to ‘live the dream’ retiring early with a stable financial environment thanks to the advice received early on from AGS. They always provide prompt and clear communication when explaining our tax positions. It’s encouraging to be able to communicate with longterm Company Representatives, from the front desk up. Beryl Woskett, Accounting Client ~ rick w

AGS well organised and experienced in accounting and taxation "AGS are very thoughtful, consider how we want things done, and find good solutions to make that happen. They are always available to provide us with guidance at no additional costs. Our experience with AGS was highly positive. They've always come through for us and consistently exceed all our expectations" Best wishes Isaac Bishara, Accounting ~ Isaac B

Amazing advice from AGS Over the last 10 years as a client, AGS have given us substantial financial and taxation advice which has been beneficial for our future in retirement. Their professionalism, expertise, knowledge of all facets of taxation and superannuation have contributed to our confidence in utilising the services of AGS. Annette & Karl, Accounting & Financial Planning Client, April 2021 ~ Karl S

I've believe I've left a previous review of AGS FG, and things have continued to work very well for us. We are blessed to have Gavin as our financial adviser, who continues to outperform the market each and every year. We are in a far better position to retire with confidence than we were before Gavin was recommended to me and all my family. Can not recommend them highly enough. ~ Roy Z

Long term happy customer of AGS, and before it, Optima. Living in the US now, I've always been impressed and grateful by the assistance I've received managing with my remaining financial affairs in Australia, and my latest experience with Alex Berlee was no exception. Above and beyond problem solving. Thank you so much!! ~ Miriam d

Extremely professional advice. We have been with AGS for several years now and are more than satisfied with their service. Enquiries are answered in a timely manner, reviews conducted in an easily understood way and future options discussed to alleviate any anxieties that may arise as we grow older. Highly recommend to others. ~ Michelle R

We always leave our meeting with our financial advisor feeling reassured and confident that our finances are in good hands. All data is presented clearly and any questions we have are answered promptly. AGS provides a very professional service at all times. ~ Sally K

I have been with AGS Financial Group since 1986 nearly 40 years and I have always had positive dealings with them. Myself and all the family have been clients for our Taxation purposes and completely satisfied with them. ~ Mandy J

We appreciate Kane’s ability to explain the review session and his willingness to spend time answering our questions clearly. Also responding quickly to our post-review questions via email to clarify a couple of important matters for us. Thank you! ~ Malcolm A

Excellent meeting with all advice prepared. Gavin listens to all information and responds with great advice and support. Always easy to chat to. He is very knowledgeable and quick to get back with any requests I make. Highly recommend him and AGS ~ Steve M

Our advisor David has always been helpful and has given us sound advice for many years now. We are satisfied with his analysis of the market and his recommendations for our fund ~ Terry S

Always a great experience Kane is very knowledgeable and knows exactly what he is talking about I am very happy ~ Val E

Sophia was amazing as always and completed our tax earlier than promised. We were very satisfied with the service we were given. ~ Jann S

I feel comfortable and confident my superannuation investments are being well looked after by our Financial Advisor ~ Leanne M

Very efficient and timely at preparing return and kept informed of progress. Very easy to deal with. ~ Tim J

Fast, incredible helpful. A great team to work with ~ Robert P

My advisor gives me confidence in the management of my financial future ~ Paul L

Very happy with the performance of my Super fund and with the service provided by Ehetesham. ~ Darren T

Excellent customer service! Quick response! Reliable & professional! ~ Stavros K

Very professional and knowledgeable. Excellent communication, highly recomended! ~ Julian C

“Every one of them has been totally professional. Totally satisfied with the work done” ~ Murray B

Excellent review ~ Emmanuel S

Reviews from our customers

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