Empowering You to Achieve Your Financial Future
At AAG, we believe that a positive financial future is all about understanding what's important to you and your family, and providing personalized guidance, expertise, and support to help you achieve your goals. For over 25 years, we've been dedicated to helping individuals and businesses make informed financial decisions, securing their financial wellbeing, and empowering them to take control of their financial futures.
Our Approach
Our approach is uniquely centered on you and your needs. We believe that educating ourselves on financial matters is crucial to making informed decisions. That's why we offer a range of financial education programs, designed to equip individuals with the knowledge and confidence to take control of their financial futures. We also provide clear, comprehensive guidance on financial decision-making factors relevant to your personal circumstances and financial goals. And, of course, we offer reliable, expert advice on financial products and services aligned to your chosen strategies for a positive financial future.
Our Vision and Purpose
Since our foundation in 1995, our mission has remained the same: to profoundly enhance the lives, wealth, and wellbeing of our clients and their families. We believe in a holistic, personal approach to working with you, taking the time to get to know you and your family or business, and providing exceptional service tailored to your unique needs.
Meet the Team
Our team of specialists is dedicated to making a profound difference in your life, wealth, and wellbeing. With decades of financial experience, we're equipped to share our knowledge and provide exceptional service. Our leadership team, led by Group Managing Director Richard Balaes, is committed to strategic growth and guiding the AAG Group's development.
Meet the Leadership Team
- Richard Balaes, Group Managing Director: With over 30 years of experience in Private Banking, Investment Banking, and Wealth Management, Richard leads our team, guiding strategic growth plans and developing policies for business growth.
- Georgie Galley, Head of Operations: Georgie oversees our operations, ensuring seamless delivery of our services.
- Ashleigh Gibson, Head of Business Development & Marketing: Ashleigh drives business development and marketing efforts, growing our partnerships and promoting our services.
- Tyler Peters, Client Relationship Manager: Tyler cultivates strong relationships with clients, providing personalized support and guidance.
- Kaysie O'Neill, Executive Assistant to Group Managing Director: Kaysie provides administrative support to Richard Balaes, ensuring seamless day-to-day operations.
- Megan Hill, Business Operations Associate: Megan assists with business operations, project management, and client coordination.
- Conrad Langley, Practice Manager: Conrad oversees practice operations, ensuring efficient delivery of our services.
- Scarlet Alderson, Marketing Admin Assistant: Scarlet supports marketing efforts, coordinating campaigns and managing social media.
- Emily Coxell, Marketing Admin Assistant: Emily assists with marketing operations, data entry, and administrative tasks.
