4 Reviews

Brendan Whitehouse

AGS Financial Group Pty Ltd

Silver

24 Yrs Experience

North Sydney, NSW 2060

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Brendan Whitehouse – Senior Adviser, AGS Financial Group

Brendan Whitehouse is not your typical financial planner. As a Senior Adviser with AGS Financial Group and over 23 years of experience, he has earned a reputation for delivering retirement strategies that go beyond the ordinary — tailored, strategic, and deeply personal.

What sets Brendan apart is his ability to simplify the complex. He works closely with clients to design retirement plans that are not only financially sound but aligned with their lifestyle goals and values. His long-standing partnerships with both boutique firms and major financial institutions give his clients access to diverse, high-quality solutions.

Specialising in retirement-focused advice, Brendan brings a unique balance of income generation, capital preservation, and long-term planning. His clients value his calm, results-driven approach that replaces financial stress with clarity and confidence.

Widely regarded as a trusted expert in his field, Brendan’s focus is – and always has been – on delivering outcomes that matter: financial security, peace of mind, and the freedom to enjoy life beyond work.

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

Brendan always drops everything to be available to our family.

Adviser status Silver
Rating 4.69
Number of reviews 4
First year providing advice 2001
Years of experience 24
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English