AGM Financial Services Pty Ltd is a financial planning office based in Scoresby, Victoria, offering a comprehensive range of services to assist clients with all aspects of superannuation, investments, insurance, and retirement planning. With a focus on providing tailored advice to trustees and fund members, the company covers areas such as investment strategy, insurance, compliance issues, and Limited Recourse Borrowing Arrangements (LRBA). Whether clients require “Personal” or “General” financial advice, AGM Financial Services ensures that all recommendations are documented in a Statement of Advice (SoA) for transparency and legal compliance.
Established in 2004, AGM Financial Services Pty Ltd holds its own Australian Financial Services License granted by the Australian Securities and Investment Commission (ASIC). As a privately owned company, AGM Financial Services prides itself on its independence from affiliations with Banks, Financial Institutions, or Insurance Companies, allowing the team to recommend a diverse range of services and quality products tailored to individual client needs. The company’s philosophy revolves around providing tax-effective and tax minimization strategies, along with guidance on aged pension, disability support pension, carers payment, and aged care services.
AGM Financial Services Pty Ltd specializes in offering advice on managed funds, ETFs, shares, property, margin loans, and negative gearing strategies, as well as various insurance products such as life, disability, trauma, income protection, and investment life insurance. With a commitment to helping clients achieve their financial goals and secure their future, the team at AGM Financial Services addresses key retirement questions, including financial longevity, retirement lifestyle affordability, and strategies to enhance retirement funding. By delivering personalized financial solutions and expert guidance, AGM Financial Services Pty Ltd stands as a trusted partner in navigating the complexities of financial planning and wealth management.