Achieve your goals with simple, personalised advice

Whether you're building your first investment, planning for retirement, or simply want your money working harder — you're in the right place.

Financial advice doesn’t have to be complicated

Financial advice doesn't have to be complicated, but it does have to be right for you. At Agaté, we provide clear, expert advice across the areas that matter most:

· Financial Planning

· Investment Advice

· Cashflow & Debt Management

· Personal Insurance

· Retirement Planning

· Estate Planning

Whatever stage of life you're in, we'll build a plan around your goals — not a template.

From your first conversation to your long-term plan, we are with you at every stage; keeping you informed, accountable, and on track.

Our Services

Nearly two decades of experience. One focus: your goals

Kanhai Desai, our founder, has close to twenty years in financial advice; and in 2022 was named one of Australia's Top 50 Most Influential Advisers by Financial Standard.

Our team takes a whole-of-finances view, because isolated decisions rarely lead to lasting results. We’re here to keep you informed, accountable, and moving forward.

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Our Approach

  • Personalised

    The foundation of our approach is that it is completely focused on you and what you want to achieve. No cookie cutter or blanket approach.

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    Balanced

    Your financial plan should encompass your whole life. We don’t focus on one transaction, we focus on what’s best for you in the long run.

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    Honest

    We believe that every Australian should have access to honest financial advice they can trust. We provide no-fuss advice that makes a difference.

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    Clear

    The best financial plans are clear and easy-to-understand. We take the time to ensure you know what we’re aiming for and how to get there.

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    Experienced

    Our advisors have years of experience in investment, tax efficiencies, retirement planning and providing expert advice for our clients.

We’re the experts, so you don’t have to be

Whether you have a clear goal or aren't sure where to start, we'll meet you where you are. A first conversation costs you nothing, and often changes everything. Fill out the form or contact us via the details below.

Call us: +61 3 9002 4239

Email us: admin@agatefa.com.au

Visit us: Level 2, 333 Keilor Rd, Essendon, VIC 3040