Kane Cox

AGS Financial Group Pty Ltd

Bronze
8 Yrs Experience
North Sydney, NSW 2060

In my role as a financial planner, I consider it a privilege to work closely with my valued clients every day. My dedication to fine-tuning my skills and continuous professional development is unwavering. As an advisor, my primary goal is to provide personalized, tailored advice that enables my clients to prosper and safeguard their wealth, addressing their unique and individual needs and circumstances.

I find immense satisfaction in the journey I undertake with my clients, where we strive not only to achieve but to exceed their financial and life goals. Building enduring relationships and working collaboratively towards a shared vision of financial freedom is a source of pride for me. I'm deeply passionate about ensuring that our interactions lead to an improved quality of life for my clients, where they can trust in the guidance and expertise of a skilled professional.

I make it a point to understand what truly matters to my clients and assist them in making the right financial decisions in the present, knowing that these choices will significantly impact their future. Regardless of the life stage my clients are in, I am wholeheartedly committed to helping them reach their financial goals with confidence and peace of mind.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 8
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

AGS Financial Group Pty Ltd

Suite 3, Level 8, 8 West St
North Sydney, NSW 2060
Suite 16, Level 1, 29 Kiora Rd
Miranda, NSW 2228

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706