Kane Cox

AGS Financial Group Pty Ltd

Bronze
10 Yrs Experience
North Sydney, NSW 2060

👋 Hi, I’m Kane Cox– a Financial Planner and Lifestyle Strategist passionate about helping people take control of their finances and design a life they love.

I work with private clients and families at all stages of their financial journey, whether you're just getting started, planning for a big milestone, or looking to optimise and simplify your finances. My focus is on creating realistic, personalised financial plans that reduce stress and free up your time and energy to focus on what truly matters most to you.

đź’¬ My approach is client-first: I believe in setting clear, meaningful goals, tracking progress, and providing ongoing support and education along the way. I want all of my clients to feel confident, empowered, and in control of their financial future.

📍 Based full-time in our Miranda office, and available one day a week in North Sydney, I’m committed to being accessible and present—wherever you are in your journey.

If you're looking for a supportive partner to help you align your finances with your lifestyle, let's connect.

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 4.96
  • Number of reviews 6
  • First year providing advice 2015
  • Years of experience 10
  • 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

Akumin Pty Ltd

AFSL 232706