Brendan Whitehouse

AGS Financial Group Pty Ltd

Bronze

25 Yrs Experience

North Sydney, NSW 2060

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I’m a financial planner who believes great advice should feel personal, practical, and empowering — not overwhelming. With decades of experience guiding clients through the complexities of retirement planning, I focus on creating strategies that are clear, tailored, and aligned with what matters most to you.

My approach is built on simplifying the complicated. I take the time to understand your goals, values, and lifestyle so we can design a financial plan that supports both your present needs and your long‑term aspirations. Over the years, I’ve worked closely with a wide range of financial institutions and specialist providers, giving my clients access to high‑quality solutions and informed, well‑rounded advice.

Whether you’re preparing for retirement, navigating investment decisions, or seeking greater clarity around your financial future, my priority is helping you feel confident and in control. Clients often tell me they value my calm, straightforward style and the sense of clarity and reassurance they gain from our work together.

At the core of my advice philosophy are four commitments:

1. Meaningful outcomes.

2. Long‑term financial security.

3. Genuine peace of mind.

4. The freedom to enjoy life beyond work.

I’d welcome the opportunity to discuss how I can support you in building a financial future that feels secure, intentional, and truly your own.

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 February 2026

I recently worked with Brendan to sort out my retirement planning, which had become pretty complicated over the years. I was feeling a bit lost with all the different accounts, rules, and decisions I needed to make, but he made the whole process so much easier.

He took the time to really understand my situation and explained everything in a way that actually made sense. Nothing felt rushed or generic — it was all tailored to what I wanted my retirement to look like.

For the first time, I feel genuinely confident about the path I’m on. I now have a clear plan, and I’m not stressed about whether I’m making the right decisions. I’m really grateful for the support and would happily recommend Brendan to anyone who needs help navigating complex retirement planning

5.00 November 2025

I’ve been working with Brendan as my financial planner for 18 years now and the experience has been outstanding. I don’t know how I would get on without Brendan's ongoing support. His guidance has been thoughtful, clear and he genuinely cares for my well-being. I feel very privileged to be one of Brendan's clients. I would recommend Brendan as a financial planner that you can trust and rely on.

5.00 November 2025

I’m so happy with the pre-retirement advice I got from my financial planner. Brendan really took the time to understand what I wanted and explained everything in a way that made sense. I feel much more confident about my plans for the future now. Super professional, easy to talk to, and genuinely helpful — I’d happily recommend you speak to Brendan if you're wanting advice!

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