AGS Financial Group South Melbourne
AGS Financial Group provides financial planning, accounting, SMSF and mortgage broking advice from our South Melbourne office. With more than $3.8 billion in funds under advice and 29 years of experience, our planners, accountants and lending specialists work together under one roof — so your tax, super, investments and loans are always coordinated. We specialise in self-managed super funds, retirement planning, debt recycling, business accounting and insurance advice. We offer a free initial discussion with no obligation. Visit us at Ground Floor, 68–72 York Street, South 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
Blog
Super health check: the 6 things worth reviewing every year
Most people set their super up once and never look at it again. A short annual review of…
Posted on: October 5, 2026
SMSF vs industry super fund: which suits you?
An SMSF and an industry fund both hold your superannuation, but the control, cost and workload involve…
Posted on: October 2, 2026
Planning for healthspan, not just lifespan
Australians are living longer, but not all of those extra years are healthy ones. Here's why retirement p…
Posted on: September 30, 2026
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
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