Kane Cox

AGS Financial Group Pty Ltd

Bronze

10 Yrs Experience

North Sydney, NSW 2060

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I am Kane Cox, a dedicated Financial Planner and Lifestyle Strategist committed to helping my clients achieve their financial and lifestyle goals, regardless of their current financial status. My focus is on developing comprehensive and realistic financial plans, aiming to alleviate stress and provide my clients with the time to focus on what truly matters to them. I am available four days a week at our Miranda office and one day a week in North Sydney. My approach is client-centric, emphasizing the importance of tracking goals and empowering my clients to lead fulfilling lives. With a professional commitment to financial well-being and a wealth of knowledge, my goal is to guide my clients through their financial journey with a personalised and compassionate touch.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets
Budgeting

4.75 October 2024

Kane is able to relate to us in 'Layman's terms' when dealing with our financial, superannuation and government pensions. Kane is approachable, prompt on requested information plus knowledgeable in regards to our requirements.

5.00 October 2024

Kane is my 5th financial adviser and he encompasses all the great attributes of the previous 4. Kane takes time to explain difficult and complex taxation, superannuation and financial matters in a way I can understand and therefore make informed decisions about. He is prompt in providing any information I require and to date his professional advice has benefited me in ways I couldn’t have done on my own. As a single mature female I needed someone I could trust to guide me through the financial labyrinth. Kane is on top of his game and his polite and methodical manner suits my financial needs very well. I can highly recommend Kane.

5.00 July 2023

Kane demonstrates a superior and professional knowledge relating to superannuation, government pensions, share market trends and financial analysis. My wife and I are both retired now, and Kane has assisted us over a number of years to maximise the benefits of our Super policies, pensions, and also our dealings with Centrelink relating to our assets and pensions, and has been able to achieve a comfortable financial outcome for our long term retirement. Kane also offers a very personalised communication service, which allows us to feel very comfortable when we request further explanation, or require any additional advice.

5.00 April 2023

Very detailed and understanding of my circumstances.

5.00 March 2023

Kane's knowledge and guidance has been invaluable to me. Throughout the many years Kane has been supporting my financial arrangements, I have always trusted his advice and known that my best interests are being managed. I have always looked forward to our regular catch ups and reviews. I highly recommend Kane due to his professionalism and dedication to his work.