Clients reviews about AGS Financial Group

I have been working on my Superannuation with AGS for some 10 years now, in particular Michael Smagin. As a professional, I cannot speak highly enough of Michael. The way he operates, the advice/recommendations and alternatives he gives, the cautions he may provide and his knowledge along with his methodical approach, and his manner, are first class. All I can say is that I wish I had met him earlier in my working life, because I would have known then what he has taught me now. He opened my eyes and provided/allowed new opportunities for me. As a person, we have a great working relationship, right from the start, and as he has gotten to know all about me, I too have been able to learn things about him. I highly recommend him/AGS Financial Group/North!! ~ Peter L

Have no hesitation in recommending AGS Financial & Accounting Group, the services they provide for our Self-Managed Retirement Fund mean that my wife and I are kept up to date with any changes to legal /legislative requirements, this is particularly important with annual tax returns. We are able to access professional advice from qualified staff whenever needed. Have an annual review with my advisor at least once a year which is always well researched and information, so far, we have been happy to follow his advice" I have recommended this company to a number of my friends, who are all more than happy with my advice Geoffrey Quinn, Accounting & Financial Planning Client ~ Geoffrey Q

For any small business, professional and ethical accountancy help is essential. Over the years a strong personal relationship develops. When in 2015 we learnt that our accountancy firm Optima was being taken over by AGS we were quite hesitant, thinking that our relatively small business would be lost in the crowd. However the opposite has been true. Our queries are dealt with quickly and efficiently, mainly by the one person, building that strong relationship again. As our business has changed and other issues emerged, we have been given good advice. We can strongly recommend AGS Financials Services. ~ Val S

Fantastic service from AGS We have been a customer of AGS since they purchased Optima group who we were with for 15 years. We find the team at AGS friendly, approachable and extremely knowledgeable with all aspects of assistance we require for personal and business tax. The team at AGS are prompt with replying to any questions or support we require. We feel well supported and know they are only an email or phone call away if needed. Peter & Karen Gruber, Accounting client. ~ peter g

I’ve been with AGS Financial Group for more than 5 years now and I’m really happy and satisfied with all their input and advices that they have given me. Best decision of my like since AGS came on board and helped me out tremendously with the growth for my Superannuation. Highly recommended and Special thanks to Ehetesham Haider and his team for always being here for me and I’m looking forward to many years more with AGS Financial Group. ~ Sabrina Y

Everyone I’ve worked with is so real and personable. They speak in a language we can all understand. They’re available and responsive and actually work with you in a way that gives you confidence they know what they’re doing, enjoy what they do and value you as the customer. They build relationships not just a portfolio. Thank you AGS 😊 ~ Diane

Outstanding Financial Advice and Accounting. We have used AGS for our personal and business Financial Planning and Accounting since they absorbed OPTIMA over 5 years ago. We could not have been happier with the quality service and their diligence to our particular circumstances. They have our highest recommendation. ~ Wayne L

I've been a decades long client of AGS, Sole trader from the construction industry even though I’m a very small client they don’t treat you as such, they’ve always been there for me, would highly recommend any one looking for tax and other financial advice to try AGS, you won’t be disappointed. ~ Cees W

We have been dealing with Gavin for over 15 years, and we trust him implicitly. His advice is always “On Song” and we would always take his suggestions. He is the most personable young man, and we would recommend his services to anyone who is looking for assistance. ~ Graham W

Our financial adviser is an excellent adviser who is very understanding person. When he explains anything to myself and my husband, he is clearly understood. He explains things in easy to understand language that is not in the financial jargon that we would not otherwise understand. ~ Bea

David Hall is the most amazing, realistic financial planner, he knows his clients, has the full story from where we left off, even if it's a year ago! I have referred friends to his service, I've nothing bit praise for the sound advice and genuine conversations about financial planning ~ Julie M

Carolyn and her team at AGS have looked after Ladybird Gifts and my personal finances since 2008. Carolyn's vast knowledge and experience is invaluable. She is proactive in assisting us with accounting advice and always takes the time to help us fully understand the "facts and figures". ~ Bev B

Carolyn Williams has been our accountant for several years and we feel she communicates well and really knows our business. Whilst she is very professional in her dealings, she genuinely cares when dealing with us. Kathryn Price, Accounting & Financial Planning Client ~ Kate P

Michael discussed my portfolio in detail and, as always, gave me confidence that my super is being handled appropriately. I appreciate his attention to every aspect of my personal situation and the market as it is today. ~ Dorothy B

AGS Financial Group are great to have with helping my financial affairs. Matthew Lloyd has been a great advisor and is always there to assist, and help me make the right choices. His guidance is very much appreciated. ~ Rhonda R

“I have been a client of AGS since 2017, everybody that I have dealt with has been very helpful and friendly. I am very happy with the way our finances are being looked after, making our retirement less stressful financially" ~ Mark G

Detailed report explained clearly Michael showed a sincere interest in assisting his clients and ensuring they get the best out of not only their superannuation but the whole AGS experience ~ Jane W

Been with AGS for over 25 years, our account manager is excellent from starting our SMSF thru management of tax affairs and personal tax returns, attention to detail by AGS makes our compliance easy. ~ Andy C

Dealt with Michael Smagin who is friendly, courteous and detailed in his explanations. Very happy in his investment strategies and reasoning behind the strategies. ~ Paul G

We have now been dealing with Michael Smagin for a few years. Always spot on with his advice, will continue to partner with him in managing our super. ~ Judy G

Dealing with Matthew Lloyd has been exceptional. He is extremely dedicated, trustworthy and knowledgeable. Nothing is too much trouble for him and he is always available to speak to when needed. ~ Carl P

Big thanks to Michael Smagin for his care and understandin while we discuss mu superanuation details and options . ~ Grace K

Very professional, friendly and reasonably priced Been a client for years and have always been very happy ~ Michelle C

My experience with ET is always friendly and professional, and his advice is concise and well thought through and explained thoroughly. ~ Robyn B

Reviews from our customers

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