Your financial future, planned with precision
AGM Financial Services is a trusted financial planning office nestled in the heart of Scoresby, Victoria. Founded in 2004, we are a team of experienced professionals dedicated to guiding individuals and families towards achieving their financial goals through personalized and innovative solutions.
Our Expertise
Our highly qualified team offers comprehensive financial planning services encompassing various aspects of your financial life. We are committed to providing holistic solutions that address your unique needs and aspirations.
Superannuation & Pensions
- Comprehensive guidance on contributions, withdrawals, pensions, investments, insurance, and death benefit nominations.
- Specialized advice for self-managed superannuation accounts, including investment strategies, insurance, and compliance issues.
Investment Planning
- Tailored investment advice on a diverse range of options, including managed funds, ETFs, shares, bank products, and margin loans.
- Development of personalized portfolios aligned with your risk tolerance and financial goals.
Insurance Planning
- Protection against various life events, including life insurance, disability insurance, trauma insurance, and income protection insurance.
Retirement Planning
- Comprehensive strategies to ensure a comfortable and secure retirement, including retirement savings optimization and tax planning.
Tax Planning
- Tax-effective wealth management strategies to minimize your tax burden and maximize your financial growth.
Centrelink & Aged Care
- Assistance with accessing government benefits such as the Aged Pension, Disability Support Pension, Carers payment, and Aged care.
About Our Team
AGM Financial Services is led by experienced financial advisor Con Mavridis, who is passionate about empowering clients to take control of their financial destinies. Our team comprises skilled professionals dedicated to delivering personalized, client-centered advice and maintaining open communication throughout the process.
Why Choose AGM Financial Services?
- Personalized Solutions: We take the time to understand your unique circumstances and goals to create customized plans.
- Client-Centric Approach: Your needs and concerns are our top priority. We are committed to open communication and transparency throughout the process.
- Independent and Unbiased: As a privately owned company, we are not beholden to any banks, financial institutions, or insurance companies, allowing us to recommend the best possible solutions for you.
Customer Review Summary
The customer, Robin Joseph, has provided a positive review of the service they received. They have rated the service as 5 stars, highlighting the excellent customer service and proactive approach taken by the team.
Positive Feedback
Robin appreciates the quick turnaround on settlements and the reminder service for residual amounts due. They are happy to refer the service to others due to the excellent service provided with a smile.
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