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.

How We Can Help You
Contact Us For Your Free Consultation

Send your enquiry for any questions and to book your initial free no obligiation appointment.

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Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

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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.