Uncomplicated, Professional Financial Advice.

We provide a holistic, highly specialised and personalised service to meet your unique needs.

Get in touch

Our focus is on you, our client.

We take the time to understand your personal situation
and our passion extends to collaborating with you and being part of your journey.

See Our Services

We are results driven.

We help to identify your financial and lifestyle goals,
and we tailor the best strategy that gives you the confidence in meeting those goals.

About Us

Our Services

Find out more about our bespoke services

Tax & Cash Flow

We'll ensure you’re meeting all your tax obligations while helping you to maximise the tax benefits you’re able to access based on your financial circumstances.

Learn more

Investments & Super

We help determine what investment strategies are the best for you.

Learn more

Risk Management

We tailor our services to maximise your potential and progress your goals.

Learn more

Estate Planning

We build a comprehensive estate plan that’s regularly reviewed by our team, so that your hard-earned assets can be distributed how you’d like them to be.

Learn more

Divorce & Separation

For separating / divorced / newly single parents, it’s important for them to create a financial plan early on – to ensure that all the family’s needs are met.

Learn more

Aged Care

We improve entry to aged care for residents and their families and guide you through the complexities, helping you avoid costly mistakes.

Learn more

Our Approach

Our simple approach. We listen, evaluate and prepare considered and tailored advice to your needs. Your advice is implemented and managed along the way.
We pride ourselves on our communication, building meaningful relationships and offering bespoke advice to our clients.

What others say about us….

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Damien Swensson,

Data Analyst, Melbourne

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Damien Swensson,

Data Analyst, Melbourne

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Damien Swensson,

Data Analyst, Melbourne

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Damien Swensson,

Data Analyst, Melbourne

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Damien Swensson,

Data Analyst, Melbourne

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Damien Swensson,

Data Analyst, Melbourne

AGR Wealth provides bespoke and highly personalised advice to clients. Our passion is to help clients navigate the complexities of their financial situation by building meaningful relationships and being a personal sounding board for our clients.

Contact

968C ALBANY HIGHWAY, EAST VICTORIA PARK WA 6101

Phone: 0400 967 811
Email: antonio@agrwealth.com.au