Business Details
Your Trusted Financial Partner for Personalised Advisory Services
At Argurion Finance Group Finance Group, we prioritise your goals and life aspirations over mere financial metrics. Our approach begins with understanding your unique circumstances, ensuring our advice aligns with your personal and financial objectives. With expertise in tax planning, self-managed super funds (SMSF), cash flow management, and estate planning, we deliver tailored strategies designed to enhance your financial well-being. Our team, led by Principal Chris Craggs and certified professionals, is committed to ongoing education and staying ahead of industry changes to provide forward-thinking solutions.Recognised for excellence through awards and featured in the Australian Financial Review Smart Investor MasterClass, we combine technical knowledge with a client-centric philosophy. We believe financial success is not about accumulating wealth but achieving balance and security that supports your lifestyle and relationships. By outsourcing financial complexities to us, you gain time to focus on what matters most, backed by advice that prioritises your long-term interests.
Services
Tax Planning
Self Managed Super
Cash Flow Pressures
Retirement Planning
Estate Planning
Finance Structuring
Asset Protection
Personal Insurance
Highlights and features
- We offer over 25 years of combined expertise in tax and SMSF advisory services.
- Our team holds advanced qualifications, including Certified Financial Planner designations.
- We prioritise ongoing education to stay ahead of regulatory and market changes.
- Award-winning advice recognised in the Australian Financial Review Smart Investor MasterClass.
- Client-focused strategies ensure transparency, with all product commissions rebated to clients.
Associations and certifications
- Australian Financial Services License 380023
- Australian Credit Licence 380023
Services
Tax Planning
Our tax planning services identify legal strategies to minimise liabilities while aligning with your financial goals. We specialise in complex scenarios, including business structuring and investment tax offsets. By staying updated on legislative changes, we ensure compliance and optimise savings for long-term benefits.
Self Managed Super
We provide comprehensive SMSF advisory services, including setup, compliance, and investment strategy. Our expertise extends to property investments, estate planning, and intergenerational wealth transfer within SMSFs. We ensure flexibility to adapt to regulatory changes while maximising retirement outcomes.
Retirement Planning
Our retirement planning focuses on creating sustainable income streams and asset protection strategies. We integrate tax efficiency, Centrelink entitlements, and estate planning to build holistic roadmaps. Regular reviews ensure your plan evolves with life changes and market conditions.
Estate Planning
We design estate plans to protect assets and facilitate smooth wealth transfer to beneficiaries. Services include wills, testamentary trusts, and tax-effective structures. Our approach minimises disputes and ensures alignment with your familys long-term financial security.
Asset Protection
Our asset protection strategies safeguard wealth against unforeseen risks through legal structures like trusts and insurance. We assess vulnerabilities in business, investment, and personal portfolios to create tailored shields that preserve capital for future generations.
People
Chris Craggs
Principal
With over 25 years in finance, Chris holds two master's degrees and has won national awards. He lectures on taxation strategies and advises top accounting firms, prioritising client-centric solutions through continuous learning.
Peter Lam
Principal
A Certified Financial Planner, Peter chairs a Bendigo Bank branch and focuses on community-driven financial strategies. His expertise spans investment structuring and long-term client relationship management.
Sherie Howard
Financial Adviser
Sherie specialises in holistic financial planning, helping clients align investments with lifestyle goals. She emphasizes education and transparency to empower informed decision-making.
Pauline Antioch
Client Service Manager
Pauline ensures seamless client support, managing administrative processes and fostering communication between clients and advisers to maintain service excellence.
Brent Mezger
Senior Accountant
Brent provides technical accounting expertise, supporting SMSF compliance and tax reporting. His work ensures accurate financial records and regulatory adherence for client portfolios.
Questions
What services does Argurion Finance Group Finance Group Finance Group offer?
We specialise in tax planning, SMSF management, retirement strategies, estate planning, asset protection, and personal insurance advice.
Are you independent financial advisers?
While we are fee-for-service, we cannot claim full independence due to occasional commission-based insurance advice. All product commissions are rebated to clients.
How do you tailor advice to individual needs?
We conduct in-depth consultations to understand your goals, then create custom strategies integrating tax, investment, and estate planning considerations.
What qualifications do your advisers hold?
Our team includes Certified Financial Planners, tax law specialists, and professionals with advanced degrees in finance and accounting.
How do you stay updated on regulatory changes?
We commit to ongoing education and industry engagement, ensuring compliance with evolving laws affecting superannuation, taxation, and financial planning.
