Our Practice

AAG Financial Planning Pty Ltd ABN: 72 649 408 328

We are proud to be a referral-built business based on lasting client partnerships. We were established in 2008 by the Principal – Chris Allan and have grown into a practice that supports over 150 clients with their financial needs and goals. We offer a range of financial advisory services to our clients as well as strategies focussed on important life events that impact on financial well-being. We pride ourselves on offering quality, transparent advice, and a personalised service with a view to establishing long-term, mutually beneficial client relationships.

We value the relationships we build with our clients.
      •   Empowering our clients so they are confident in their decisions.
      •   Professional excellence.
      •   Communication and transparency.
      •   Quality advice and personalised service.
      •   Long term, mutually beneficial client relationships.