Clients reviews about AGS Financial Group South Melbourne

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

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

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

I have been dealing with Heath Banfield for many years and have always found him to be an excellent communicator who is always looking at finding the best strategy in planning for our financial retirement needs. I would recommend him highly to others looking for a great financial planner. ~ Michael K

Heath has been an absolute professional in advising myself and my wife with some of the most difficult financial decisions we have had to make over the last 8 years. Our retirement in a few years will be worth more after the advice and guidance from Heath and his team. ~ Greg M

Heath and his Father before him have been instrumental in helping secure my financial future. My circumstances have changed am now back in NZ after living and working in AU for 44 years. I’m very happy with the performance of my Super which remains in AU and grateful for Heath’s ongoing advice. ~ susan s

Heath was very helpful and professional in his approach to our situation and provided us with the best financial advice we could have got ,thanks Heath for your assistance and advice we really appreciate it , Regards Maurice ~ Maurice F

Have known Heath for 13 years and his input has always been well informative and excellent. Always has his client best of heart. Always gives his client the best ideas for the future. 100% in my book. ~ Kevin A

The expertise and knowledge shown by Heath and dedication to helping my wife and myself achieve our goals going forward to retirement was nothing short of amazing . Am I happy to recommend Heath and AGS, Absolutely ~ Gordon

Our financial adviser Heath, has navigated my wife and I transition into retirement with exceptional skills. Highly recommended by us. Alvin and Helen G ~ Alvin G

Clare has been great to deal with, she has assisted me with a few financial matters in the past few months with ease. Clare is always friendly and full of great information. ~ Joan T

Heath is a Gentleman he explained & let me know of the do's & dont's very clear & I really appreciate his advice always looking out for my best interest ~ joe s

Total comprehensive financial advice that has helped emensly through a personal loss, with care and ongoing support. I totally recommend Heath Banfield and AGS Financial Group. ~ Philip S

Heath Banfield from AGS Financial is very helpful, providing very personalised well thought-through advice in an empowering way. I highly recommend Heath! ~ Jacqueline N

Heath and Scott are the best when it comes to financial advice. They were very helpful and gave me great advice for my retirement. I can thoroughly recommend them for your financial needs. ~ Peter M

AGS go above standard service, they get maximum return for your super and set up your super so your benefactors do not pay tax if you pass away and aid setting up your will to do so. ~ Goody G

Fantastic advisor to deal with, always on top of th8ngs, and there to help if needed. I have total confidence in my advisor to keep my investments safe and growing. ~ Ron A

Heath is always so good to deal with. Simple and straight to the point with the advice I am looking for . Dealt with him for over 10 years and would highly recommend ~ Martin S

Heath is always so easy to talk to. Always great advice. I have full trust in him. Highly recommended ~ I S

Always superb advice. Makes us feel very safe in our retirement and enjoying life. Thank You AGS !!!!!!! ~ John H

Excellent Team. Special thanks to Clare for her professionalism, knowledge and insights with supportive guidance. ~ Junaid Y

Our FA is Heath, and he has done so much for us to put us in a great position come our retirement, highly recommended indeed! ~ James h

Our financial future is in great hands with AGS. Heath is providing us with regular updates and sound advice, so we can rest easy. ~ Margie H

Clare and the team are wonderful and are here to support me in my financial goals. I would highly recommend. ~ Rhonda J

Reviews from our customers

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