AGS Financial Group | Melbourne

4.9
50 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
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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
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Blog

A well-structured plan helps ensure your finances support the life you want to live, both now and into the future. Posted on: May 14, 2026
The 2026–27 Budget represents a meaningful shift in Australia’s tax system, with a focus on improving housing affordability, rebalancing tax concessi… Posted on: May 13, 2026
Congratulations to Tristen Hilmer and the mortgage broking team for winning the 2025 ASTRUM Awards Broker Excellence category! Posted on: April 30, 2026
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Contact information

Phone +61 3 8548 6454
Address
Ground Floor 68-72 York Street South Melbourne 3205
Sunday Closed
Monday 8:30 AM - 7:00 PM
Tuesday 8:30 AM - 7:00 PM
Wednesday 8:30 AM - 7:00 PM
Thursday 8:30 AM - 7:00 PM
Friday 8:30 AM - 7:00 PM
Saturday Closed

Gallery

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