• 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
  • Trump stimulus to boost global markets

    Inflation looked set to finally reappear in global markets in 2017, buoyed by United States President-elect Donald Trump’s fiscal policies and their effect on the US economy.

  • Female advice customers on the rise

    An increasing number of female super fund members are seeking advice. People under 30 also.

  • Retirement costs outpace rise in CPI

    Retirees were hit with an increased cost of living in the September quarter, prompting calls for them to get in touch with their superannuation advisers.

  • ATO set to scrutinise CGT relief claims

    The ATO has a narrow interpretation of who is eligible to claim the CGT relief accompanying the changes to superannuation, and will closely examine any CGT claims that fall outside its own definition, warns one SMSF administration firm.

  • Investor habits: The good, the bad and the ugly

    The good, the bad and the ugly is, of course, the title of the stylised 1966 western starring Clint Eastwood. It is also an apt way to describe common habits of investors.

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.