Peter Frey

AGS Financial Group Pty Ltd

Platinum

16 Yrs Experience

North Sydney, NSW 2060

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

As a financial planner, I'm fortunate enough to be able to help clients with their most important financial and lifestyle goals. Partnering with my clients for the long term and watching them learn and grow in confidence as they work toward their vision of financial freedom is something I consider a real privilege.

You can make these decisions with a lot more confidence when you rely on the guidance and advice of a professional. Understanding what's important to you and helping you make the right financial decisions now, will determine the life you live tomorrow.

Whatever your stage in life, I'm committed to helping you reach your financial goals with confidence and peace of mind.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Complex Investments
Borrowing
Tax Strategies
Growing Assets

5.00 October 2024

Peter is an extremely knowledgable financial advisor. Peter understands clients needs well prior to providing solutions and alternative solutions for us to consider. To us what stands out is his genuine interest and patience in deeply understanding our situation in an holistic manner and listening to our concerns, this ensures we are very comfortable with everything prior to executing anything agreed.

5.00 August 2024

Great communicator and wonderful service!

5.00 August 2024

Peter has been very helpful and insightful in managing our super fund and advising us on how best to invest both within and outside our super fund that best suited our changing needs. He continually monitors and advises us about when to change our investment strategy and types of investments. Peter is easily contactable and always ready to offer advice and to help problem solve any issues we have. He always organises a pre discussion meeting to discuss our changing needs before our face to face meeting. I find this very helpful and well organised.

5.00 July 2024

We have worked with Peter for several years. Over that period of time there have been some very challenging times because of ill health. Peter has been an invaluable sounding board and has consistently given me good advice. Peter provides a perspective that I may not have considered. He has been encouraging and supportive when I have needed to make some tricky decisions.

5.00 July 2024

Just completed our annual review of superannuation and transition to retirement plans. As usual Peter provided very structured overview of the current economy and the performance of our plans, he is always contactable and gives us a high level of confidence in our financial future, thanks Peter.