Alex Berlee

Background

About Alex Berlee

Commenced Financial Planning in 1997, and joined forces with Paul Bolstad to create AGS Financial Group in 2002. AGS has since grown to become a team of around 80 dedicated individuals, serving the needs of our corporate, small to medium business and personal clients. Our aim is to be your Partners in Advice, Growth & Security. CORPORATE SUPER AND BENEFITS CONSULTING: We work closely with our clients' HR, Finance & Payroll personnel to provide advice and service on Corporate Superannuation, Group Insurances, Salary Packaging and Member Benefit programs. SMALL AND MEDIUM BUSINESS SERVICES: Through AGS Accounting, clients are able to access the full spectrum of personal and business accounting services. In keeping with our name, we really do partner with our clients to deliver valuable advice, and enhance the growth and security of your business. Services available include accounting, business consulting, asset protection and risk management, advice when establishing or buying a business, succession planning, online accounting and business appraisals and valuations. PERSONAL CLIENT SERVICES: Our Financial Planners, Accountants, Mortgage Broker and Client Services support team assist you with managing all aspects of your wealth. From initial goal-setting, through strategy formulation, implementation & ongoing review & service, we pride ourselves on our commitment to assist you with reaching your financial goals. Services include financial planning, personal taxation accounting, estate planning, retirement, wealth management and protection, personal superannuation and self managed super funds. Specialties: Corporate Superannuation & Benefits consulting. Comprehensive Financial Planning, Accounting & Personal Client services.