Webinar Invitation – Wealth Creation

30 Jan

Written By

Building up your assets to become financially self-sufficient takes time, money and effort. But more than this, it takes a plan!

Join AGS Financial Group director and founder Alex Berlee as he takes you through the top considerations for YOUR wealth creation plan, gained over 28 years of both advising clients and investing personally.

What: Wealth Creation - Learn about the keys to financial freedom

When: 25th & 26th February, 12:30pm (replays available)

Agenda:

Steps to building wealth
Developing an investment plan
Strategies, markets & assets
Goals and risk tolerance
Borrowing to invest
Where to seek help

Register for live webinars & replays: Register

To view our catalogue of previous webinars, just click here.

superannuation

Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, AFS Licence No 232706. Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. AGS Accounting Pty Ltd is a member of Chartered Accountants Australia & New Zealand. Liability limited by a scheme approved under Professional Standards Legislation. Any advice on this page is general in nature and does not take into account your personal objectives, financial situation or needs. Accordingly, you should consider the product disclosure statement for any product and your own objectives, financial situation and needs before acting on this information and before acquiring a financial product. You can obtain a copy by contacting us on 02 9966 8188.

Privacy & Security Policies | Terms & Conditions | FSCG © 2021 AGS Financial Group

Webinar Invitation – Wealth Creation

AGS welcomes Frank Martino and Lifetime Wealth Planners

Quarterly economic update: October - December 2024