Peter Frey

AGS Financial Group Pty Ltd

Gold

15 Yrs Experience

North Sydney, NSW 2060

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As a financial planner, I'm fortunate enough to be able to help clients with their most important financial and lifestyle goals. Partnering with my clients for the long term and watching them learn and grow in confidence as they work toward their vision of financial freedom is something I consider a real privilege.

You can make these decisions with a lot more confidence when you rely on the guidance and advice of a professional. Understanding what's important to you and helping you make the right financial decisions now, will determine the life you live tomorrow.

Whatever your stage in life, I'm committed to helping you reach your financial goals with confidence and peace of mind.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Complex Investments
Borrowing
Tax Strategies
Growing Assets

5.00 March 2024

Peter is focused on getting the best possible return on my super investments invoking strategies that will help provide the best possible financial outcome for my retirement.

5.00 March 2024

I've been a client of Peter's for more than 15 years and I'm excited to see his advice and recommendations paying off. He's calm, measured and extremely knowledgeable. I have complete confidence in my financial security, thanks to Peter.

5.00 March 2024

I've dealt with Peter for over 5 years and he has always been knowledgeable in the areas I have sort advice on and is prompt, accurate in the information he has shared. Will continue in deal with Peter.

5.00 March 2024

Peter has assisted me with superannuation and investment advice as I prepare for retirement and make investments to provide for my children. He always seeks to understand my needs and provides me with the best options possible. He provides thorough explanations of my investments and the strategies he is undertaking. I have been very pleased with the long term strategy we've put in place and the products he has recommended.

5.00 January 2024

Peter is extremely professional and personally takes interest in our financial strategic planning. We highly recommend Peter, as he listens to our needs and tailors a financial strategy to exceed our expectations.