• Helping people take control of their financial lives

  • We solve the financial problems most people overlook

  • We develop strategies rather than sell products

  • We have over 40 years of industry experience

  • From business owners to families, we're here to help

Welcome to Agar Cameron Financial Services

What is Financial Planning?

Financial Planning is a structured approach to analyzing a person’s financial and personal situation, it involves identifying their respective goals, objectives and needs, determining their risk profile and constructing a strategy(ies) which will assist in achieving their goals, needs and objectives.

The Six Steps of Financial Planning

  1. Gathering data in respect of a client's financial and personal position.
  2. Identifying a client’s goals and objectives.
  3. Identifying any financial issues or deficiencies.
  4. Preparing a Statement of Advice (based on information identified in 1-3 above).
  5. Implementing the Statement of Advice.
  6. Reviewing and revising the Statement of Advice on an ongoing basis.

Build Your Financial Plan Today

To find out how we can help you and to book an appointment, please call us on (03) 9863 3134 or send through your enquiry today.

Latest News
  • Global economy synchronised and thriving

    The global economy has maintained steady growth in the second quarter of 2017, providing a solid foundation for risk assets such as equities and corporate credit which further encourages investors to build a diversified portfolio, according to JP Morgan.

  • Life's financial turning points: good and not-so-good

    The marriage and divorce statistics for 2015 sadly suggest that 43 per cent of Australian marriages may end in divorce. Significantly, this number-crunching does not include separations of de facto couples.

  • 2011 Census - what was the make up of your area?

    The following link is a handy ABS tool if you want to see the demographic make-up of the area you lived as recorded in the 2011 Census. 2016 Census information starts becoming available from June 2017.

  • ATO set to release guidance targeted for SMSF clients

    In the coming weeks, the ATO will be distributing letters and guidance notes designed to help practitioners explain issues relating to the superannuation reforms to clients, says a technical expert.

  • More withdrawals from 'the bank of mum and dad'

    Think about what has happened in the six months since Treasury secretary John Fraser spoke of his concerns for retirement savings of parents who help their children into housing by making withdrawals from "the bank of mum and dad".

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Professional Investment Services Pty Ltd logo to PIS site.

Professional Investment Services Pty Ltd ("PIS") Australian Financial Services Licence holder No. 234951 PIS is authorised to carry on a financial services business, including the provision of financial product.

AFSL No. 234951 | ABN 11 074 608 558

| 1300 557 598

Lodge a complaint

PIS has appointed Agar Cameron Financial Services Pty Ltd as a Corporate Authorised Representative (Corporate Authorised Representative number 291646) of PIS to provide financial services on behalf of PIS.

James Agar is a sub authorised representative (Authorised Representative number 250848) for Agar Cameron Financial Services Pty Ltd.

John Cameron is a sub authorised representative (Authorised Representative number 250866) for Agar Cameron Financial Services Pty Ltd.