Wealth Creation Webinar – February 2023

Tue 21st Feb 2023 @ 1.00pm AEDT
Wed 22nd Feb 2023 @ 1.00pm AEDT

Learn about the keys to financial freedom.

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 25 years of both advising clients and investing personally.

Over this 45 min webinar we’ll cover:

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

All registrants will be able to access the event recording, in case you can’t catch the full session on the day.

Presented by

Alex Berlee
Alex Berlee
AGS Financial Group – Director


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.

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