AGEIS delivers accounting, tax, legal advice and family office services across a wide range of clients and industries. Our philosophy is to provide a premium service across multiple professional disciplines that is tailored to your specific needs. As your trusted advisors we partner with you and your future generations.
Our focus on personal relationships plays a vital role in the success of our clients and AGEIS. We invest the time to get to know our clients and understand their needs; their philosophy and goals in order to tailor an optimum solution. AGEIS’ premium service offering is founded on trust, integrity and knowledge. Our success is measured on the achievement of your goals, so you can focus on what matters to you.
Talk to AGEIS today and discover how AGEIS can partner with you on your path to success.
AGEIS is led by a group of highly experienced and regarded specialists. All AGEIS directors focus on personal relationships and take the time to get to know clients and understand their needs; their philosophy and goals in order to tailor an optimum solution. We welcome the opportunity to advise you on your path to success.
Director and Co-founderDownload vCard
“Exceptional accounting, tax advice and expertise founded on integrity and trust.”
For over 20 years, Stephen has been the trusted advisor to professionals, high net wealth individuals and family groups both locally and internationally. His accounting and tax expertise have helped his clients successfully manage their financial and tax affairs. Stephen is passionate about offering personalised services to assist all his clients to set and achieve their financial objectives. Stephen and his team thrive on providing their clients with a sense of security, knowing that their financial affairs are being taken care of by a trusted tax and accounting specialist.
Director and Co-founderDownload vCard
“Fulfilling clients’ goals with personalised service and trust to achieve long term financial stability”
As a Tax Lawyer for over 20 years, David has worked for Australian and international clients including private clients, high net wealth individuals and operating businesses in a range of industries. His passion, drive and expertise in Tax Law have helped them achieve personal and financial success.
David and his team are passionate about getting to know and understand their clients’ needs, philosophy and aspirations. David's personalised service, experience and high quality advice achieves the best outcomes for his clients.
Director, Accounting and TaxDownload vCard
“Delivering exceptional financial rewards for clients through strategic advice and expertise.”
Robert has been a trusted advisor to a range of Australian and international clients for over 20 years. He is a Chartered Accountant and Robert’s specialisations are in taxation, accounting and business advisory services across a range of clients and industries.
Robert and his team provide hands on accounting, tax and assurance services, focusing on the practical aspects of running a business, dealing with the ATO and compliance.
Director Family OfficeDownload vCard
“Helping clients maximise their net wealth.”
Karen concentrates on building lasting relationships with clients by providing them with services tailored to suit their individual requirements. Through her experience in asset management and direct investment, including managing investments within equity markets, funds, property syndicates, private equity funds and other bespoke investments, Karen has the knowledge and systems to look after clients’ financial wealth. This is done in a secure and trusted environment.
Foreign individuals, companies and trusts which own or purchase Australian property are being hit with increased tax costs due to changes in the treatment of capital gains tax (CGT), land tax and stamp duty.Read More
At AGEIS, staying ahead of the curve is important in everything we do. As part of this ethos, we’ve redeveloped our website to ensure it is seamless for anyone to use, on any device.Read More
Mr Scott Morrison, the Federal Treasurer, has handed down his second Budget (the government's first of its three-year term). Mr Morrison said the Budget is focused on boosting the economy and householdsRead More
In late 2016, the Senate signed off some complex superannuation changes that apply from 1 July 2017. There is an opportunity to act prior to the legislation taking effect to ensure you are in the most favourable positionRead More