Peter Frey

Ags Financial Group Pty Ltd

4.95
15 Reviews
Silver
13 Yrs Experience
Crows Nest, NSW 2065
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 wth confidence and peace of mind.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 15
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Ags Financial Group Pty Ltd

12-14 Falcon St
Crows Nest, NSW 2065

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.95
15 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Peter has provided us guidance, education and great advice to our family. Peter took the time to really understand us and what we were wanting to do in life. He made us feel important and explained everything in a simple way that we could understand. He is very proactive in his approach and helps us identify other areas we could work on. He also keeps us accountable to ensure we stay on the right path to achieve our goals. We now feel financially confident on the journey ahead and feel we are in great hands..."

  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Peter has given me advice in areas including self managed super funds, balancing investment strategies and long term financial planning. Peter has been able to explain things to me in a clear way. Through Peter's knowledge and experience, I feel very confident that the advice given was right for my needs based on the results achieved so far. I find Peter to be thoughtful, considered and responsive in his advice."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice in areas including superannuation, investments and managing debt. Peter always explains things to me in a clear way. Through Peter's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Peter's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Keep paying Peter well"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has always provided me with excellent, clear, concise advice and I have always benefited from that advice. When I found myself in a situation recently, one of the first people I phoned for advice was Peter, and immediately he guided me. He has always been approachable and has always advised me with facts in hand. I like that. I'd recommend Peter to all."

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Peter took over as my adviser from another AMP agent and immediately provided me with a significantly improved investment strategy for my superannuation. He has also provided valuable short term financial assistance and referred me to other advisers for help with mortgage and insurance."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Peter is always able to explain things to me in a clear way. Through Peter's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always received Peter's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Peter's for a number of years, where he has optimised my financial situation and has provided excellent advice. His extensive industry knowledge and ability to clearly explain his strategy provides me with confidence . Peter's professionalism and ability to act with my best interest as a priority is something that I could not be more thankful for. I would highly recommend Peter to any prospective client as his services go above and beyond what is expected."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advise on superannuation, self managed super as well as investment and retirement planning. He has always been available and able to thoroughly explain things. Peter's advice has been right and he has always listen to my needs. His knowledge and experience has meant his advice has almost always resulted in increasing the value of my portfolio of my super."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Peter’s for 5 years. Peter has guided me through the superannuation maze and explained my options in a clear precise manner. He is always available if I have any questions and I am fully confident in his knowledge and expertise."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2010

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018
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