Aziz Dodhiya

AGS Financial Group Pty Ltd

Bronze

3 Yrs Experience

North Sydney, NSW 2060

About Aziz
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Most people don’t wake up in the morning wanting another financial product. What they really want is clarity. Confidence. A plan they can trust when life is calm — and when life is anything but.

That’s the work I do.

My role isn’t simply to manage numbers. It’s to help you make decisions that support the life you’re trying to build. I believe every financial plan should start with a deeper conversation — about what matters to you, what’s getting in the way, and what future you’re committed to creating. Once we understand that, the strategies become obvious.

Clients often come to me with a mix of ambition and uncertainty:

“Are we doing enough? Are we missing something? What happens if life throws us a curveball?”

My job is to bring structure to those questions, challenge unhelpful assumptions, and open options you may not have considered. I’ll tell you what you need to hear — not just what’s easy to hear — because that’s where real progress happens.

Over the years, I’ve helped families, professionals, and business owners navigate milestones like retiring confidently, protecting their income, building investment portfolios, reducing debt, planning inheritances, and structuring their finances more intelligently. But the technical side is only half the story. The other half is mindset. When you make decisions from clarity instead of fear or confusion, everything changes.

If we work together, you can expect three things:

1. A strategic partner — someone who sees the bigger picture and keeps you focused on long‑term outcomes.

2. Straightforward conversations — grounded in honesty, commercial thinking, and respect for your goals.

3. A plan built around your life — not a generic template or product.

My intention is simple: to help you create financial momentum and give you the confidence to move forward with purpose. If you’re looking for someone who will guide, challenge, and support you in equal measure, I’d love to explore whether we’re the right fit.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Yes — the first meeting is completely obligation‑free.

I do this because the initial conversation isn’t about paperwork or products; it’s about understanding your situation, what you’re trying to accomplish, and whether I’m the right partner to help you get there.

In that meeting, we explore your goals, the challenges you’re facing, and what a meaningful outcome looks like for you. If there’s a clear fit and we agree there’s value in moving forward, I’ll outline the scope of work and provide a transparent quote before any fees apply.

There’s no pressure and no expectation. Just an honest discussion to determine whether working together makes sense.

5.00 May 2026

I had a very positive experience dealing with Aziz as my financial planner. He was professional, knowledgeable, and took the time to properly understand my circumstances, goals, and long-term financial objectives before providing guidance.

Aziz explained everything in a clear and practical way, which made the process easy to follow and gave me confidence in the advice provided. I found him to be approachable, responsive, and genuinely focused on achieving the best outcome for his clients.

I would highly recommend Aziz to anyone looking for a reliable and experienced financial planner who provides clear, honest, and well-considered advice.

5.00 May 2026

I have been working with Aziz Dodhiya for more than two years and I couldn’t be pleased with the level of service and dedication he has provided with my Financial Planning.

Financial Planning sounded crazy given how the taxation system is structured in Australia and with very limited resources available online.

I am glad that I have been given a sound plan for my short term and long term goals by Aziz following multiple discussions that spanned over three months - which made me feel that my opinions were valued and that the plan derived was according to what I wanted.

From our very first consultation, he took the time to truly understand my long-term financial goals, current lifestyle, and risk tolerance. Instead of offering a generic approach, he built a highly personalised strategy that gave me immediate confidence and clarity about my financial future.

What stands out the most is his ability to translate complex financial concepts and market trends into plain English. He was incredibly responsive to my questions, completely transparent about their fee structure, and proactive in reviewing our portfolio.

Because of his deep expertise and client-first approach, I finally have the peace of mind knowing my wealth is protected and my retirement goals are firmly on track. I highly recommend Aziz to anyone looking for a knowledgeable, trustworthy, and caring financial planner.

5.00 May 2026

Aziz provided comprehensive financial advice inline with the discussed goals and clearly explained the steps to get there. He is very helpful and always reacheable for answering any queries.

5.00 May 2026

My partner and I had a great experience with Aziz’s expert advice and we are still working with him.His approach to financial planning really aligned with our values and felt tailored to our specific needs rather than a one-size-fits-all solution. Communication is clear and consistent throughout, and Aziz is always friendly, approachable, and professional. We feel well supported and confident in the advice we received. Highly recommend to anyone looking for though

5.00 May 2026

Aziz was great to deal with from very start. We need solid investment plan and re assurance that suited our requirements. We feel comfortable with solid plan in place. Aziz helps us every steps from initial stage to final stage of building portfolio. Highly recommend Aziz for his expertise.