Brendan Whitehouse

AGS Financial Group Pty Ltd

Bronze

24 Yrs Experience

North Sydney, NSW 2060

About Brendan
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I’m not your typical financial planner. As a Senior Adviser with AGS Financial Group, I bring over 25 years of experience helping clients create retirement strategies that go beyond the ordinary — strategies that are tailored, strategic, and deeply personal.

What drives me is simplifying the complex. I work closely with each client to design retirement plans that are not only financially sound, but also aligned with their lifestyle goals and personal values. Over the years, I’ve built strong partnerships with both boutique firms and major financial institutions, giving my clients access to a wide range of high-quality solutions.

I specialize in helping clients plan for retirement with confidence — balancing income needs, capital preservation, and long-term goals. Clients often tell me they appreciate my calm, practical approach and how I make their financial world feel clearer, simpler, and more under control

At the heart of what I do is a simple:

1. Delivering outcomes that matter.

2. Financial security.

3. Peace of mind.

4. freedom to enjoy life beyond work.

Id welcome the opportunity to discuss how we could assist you with your own personal financial plans.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates

Fee Structure

At AGS Financial Group we believe in transparent, fair, and flexible pricing tailored to your individual needs. We offer a range of fee options to suit different types of advice and levels of complexity:

Hourly Rate- For clients who prefer a flexible approach, we are happy to work on an hourly basis, allowing you to engage our services as needed.

Fee for Service- We operate on a fee-for-service model, meaning our advice is not influenced by product commissions. You pay for the advice you receive—nothing more.

Fixed Cost Plans

Our pricing starts at $4,400 for a basic financial advice plan.
More comprehensive or complex advice—such as retirement planning, SMSF strategies, or multiple goals—may incur higher costs, depending on the time and expertise required.

All fees will be clearly outlined and agreed upon before any work begins, so there are no surprises.

If you’d like to discuss which option might best suit your circumstances, feel free to get in touch.

5.00 November 2022

Brendan has always provided sound financial advice in an efficient and professional manner to my husband and I. He is a good communicator and always available. He has been looking after our superannuation account for many years with good growth.

4.00 October 2022

A great all-rounder that has helped for many years while in retirement and especially now while downsizing. Always available and helpful

4.75 October 2022

Brendan has managed our superannuation accounts and investments for the past 11 years. He has provided good advice and communication, our superannuation accounts have steadily grown with a conservative approach.

We are now self-funded retirees, Brendan arranged the transfer to pensioner accounts efficiently and professionally. We are very pleased with the service that Brendan and his team provide.

5.00 October 2022