I have a passion for helping my clients make smart decisions about money. I believe that a clear financial plan is the foundation to success.
Having a wealth of first-hand professional experience developed over many years, my ongoing advice and support will ensure that you continue to take the right actions and make the right decisions.
I strive to make the complex Financial Planning process an easy and satisfying experience for my clients, allowing you to concentrate on the things you consider important in life. I place a strong emphasis on understanding you, your family and your business, to ensure that my advice truly reflects your individual circumstances.
From initial goal-setting, through strategy formulation, implementation & ongoing review & service, I pride Myself on my commitment to assist you with reaching your financial goals.
I initially contacting Damien as our offices were on the same floor in the building I worked in. I was a couple of months from retiring and really hadn't done much about income after that. I has some ideas and ran them past Damien.
He came up with a much better strategy for me and my wife.
Not long after we started to get things going on that my wife and I sold up and moved to north Queensland. From then on our dealings with Damien were either by phone or for longer talks via Teams (Zoom etc).
This worked well for us and we were able to get things done signing some documents electronically, while others were printed, signed, scanned and e-mail back (originals followed in the post).
All in all, a painless and informative procedure.
My wife & I are now sitting back receiving our pensions every 2 weeks and look forward to a long retirement.
I've just start my journey down the path on financial management. After our first engagement I knew Damian was a person that could trust to help me navigate the the complexities of organising my finances and superannuation. Damian is always willing to meet up or join an a video hookup to answer my questions and to untangle the mess that i created. I've found Damian especially helpful in superannuation, his knowledge is exceptional and I hope that our relationship will continue for many years.
Damian is always ready to explain if there is a need and very patient with me.
Damian has been extremely helpful over the years he has assisted me with my finances and superannuation. He offers good advice and is very communicative and responds to my questions with solid, knowledgeable and helpful answers.
Damian has given us a very high quality service over several years. He has taken a personal and intelligent interest in our day-to-day circumstances, family members, plans for the future, and requirements for old age. He has adjusted his advice appropriately as our circumstances have changed from full-time employment to part-time self-employment and then retirement He has helped us to maximise our income flow, with due reference to the relationship between risk and profit, and provided us with sensible advice regarding our pensions, power of attorney, wills and cash flow. We trust him implicitly, and hope that he will continue his professional relationship with us for many years to come.
- Adviser status Gold
- Number of reviews 38
- First year providing advice 2011
- Years of experience 12
- Diploma of Financial Services (Financial Planning)
AGS Financial Group Pty LtdLevel 5, Suite 501, 8 Brookhollow Ave
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd