10 ideas to include in YOUR Financial Plan – October / November 2021

Tue 26 Oct 12.30pm AEDT
Fri 29 Oct 12.30pm AEDT
Mon 1 Nov 4.00pm AEDT

If you’re in your 20’s, 30’s or 40’s and looking to step up your financial progress, this is the webinar for you.

AGS Financial Group director and founder Alex Berlee will guide you through his top 10 ideas to incorporate into YOUR financial plan, gained over 24 years of both advising clients and investing personally.

Over this 1 hour webinar we’ll cover:

    1. What is a Financial Plan?
    2. Setting goals
    3. Understanding Strategy, Markets, and Assets – and why this is the proper sequence
    4. The importance of Cashflow
    5. The importance of Debt
    6. The Key Wealth Creation avenues
    7. Tax planning
    8. Risk management
    9. Your Estate
    10. Final Words of Wisdom

 

Presented by

Alex Berlee
 
Alex Berlee
AGS Financial Group – Director

www.linkedin.com/in/alexberlee/

AGS Financial Group founder & director Alex Berlee commenced his career in Financial Planning in 1997, and has gone on to become a highly awarded and recognised professional planner. Overseeing the advice capability of the financial planning team at AGS, Alex still enjoys advising a number of personal clients. His passion for investing is infectious, and he has an ability to make complex concepts easy to understand.

Tue 26 Oct 12.30pm AEDT
Fri 29 Oct 12.30pm AEDT
Mon 1 Nov 4.00pm AEDT
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