AGS Financial Group | Melbourne

4.9
49 reviews from Google

At AGS Financial Group, we are committed to helping individuals and small businesses achieve financial success. As trusted financial advisors, accountants and mortgage brokers, we offer a full range of services including retirement planning, superannuation, investment advice, estate planning, property investment and insurance advice, all under the one roof. Whether you're growing your wealth, securing your retirement, or safeguarding your business, our expert team provides personalised solutions tailored to your needs. Partner with AGS Financial Group for comprehensive financial management that works for you.

Call us! +61 3 8548 6454
Cover photo of AGS Financial Group | Melbourne

Customer's reviews

Thank you for the future retirement advice We found our experience with AGS extremely helpful and useful with upcoming retirement needs I found that it’s like a one stop shop which is useful in itself because we used their tax accountant, mortgage broker, and their financial advisor who all know our circumstances Pamela Taplin, Accounting, Mortgage Broking and Financial Planning Client ~ Pamela T
I have known Heath for the past 6 years, and value his expertise in financial planning. His honesty and professionalism are greatly appreciated, as I had no idea how to set myself up for a successful retirement. He has always consulted with me and explained my options, and I fully trust his advice. I would recommend Heath to anyone that is looking for financial advice. Thank you to Scott Gillman for always being helpful and his hard work assisting Heath. Thank you, Dianne Russell ~ Dianne R
We have been receiving Financial Planning advice from our Advisor Heath Banfield and his Associate Scott Gillman, for a number of years now. We really feel confident and secure going forward with our future plans because they are always working to get the best outcome for us. We cannot recommend them more highly. 5 Stars ~ Mary G
Show more

Blog

Stay up to date with key tax lodgement dates and obligations for Q3 FY 2026. Ensure compliance with deadlines for BAS, PAYG, and super contributions. Posted on: January 5, 2026
Happy New Year from the team at AGS Posted on: December 31, 2025
Merry Christmas from the team at AGS Financial Group Posted on: December 21, 2025
Show more

Contact information

Phone +61 3 8548 6454
Address
Ground Floor 68-72 York Street South Melbourne 3205
Sunday Closed
Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed

Gallery

Show more

Find us on social media

Facebook Instagram LinkedIn YouTube