#FinanceFriday

Book yourself into one of our financial wellbeing themed webinars and listen to keynote speakers discuss their area of expertise. We always have a live Q&A, so make sure you take lots of notes and are ready to ask your questions, putting our fantastic speakers through their paces!

19TH JUNE

Retirement Within Reach: Preparing for Your Next Chapter

Approaching retirement is an opportunity to shape the lifestyle you want for the years ahead, supported by decisions that bring clarity and confidence. In this webinar, Retirement Within Reach: Preparing for Your Next Chapter, guest speaker James Wilson, Wealth Manager at AAG Wealth Management, will help you understand how your financial plans can align with the way you’d like to live in retirement. You’ll explore how to assess your current position, consider the income options available, and make well-informed choices that balance security with flexibility. Whether you’re planning to retire in the coming years or looking at a phased transition, this session will provide the structured insight you need to approach the next stage with confidence and control.

#FinanceFriday Schedule 2026

July

Thinking ahead about how your wealth will support future generations is a meaningful step in shaping your family’s long-term security. In this webinar, Your Legacy, Your Way: Planning Wealth Transfer Between Generations, guest speaker Bronwyn Pettitt, Wealth Manager at AAG Wealth Management, will guide you through the key considerations involved in transferring wealth securely and efficiently. You’ll explore the options available, understand the tax and legal implications, and consider how to structure your plans in a way that supports your loved ones while protecting the legacy you’ve worked hard to build. Whether you’re beginning to think about succession planning or refining arrangements already in place, this session will provide the clarity and confidence to make well-informed decisions for the years ahead.

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Building a strong financial foundation for your family starts with clear goals and effective savings strategies. In this webinar, Growing Together: Boosting Your Family Savings, guest speaker Chris Neophytou, Wealth Manager at AAG Wealth Management, will guide you through practical approaches to increase your family’s savings, manage spending, and plan for both short- and long-term priorities. You’ll explore how to create structured saving habits, make the most of tax-efficient options, and ensure your financial decisions support your family’s needs today and in the future. Whether you’re starting a savings plan or looking to optimise an existing one, this session will help you feel confident and in control.

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Planning for the future is about more than finances, it’s about protecting your loved ones and ensuring your wishes are honoured. In this webinar, Peace of Mind: The Importance of Will Writing, guest speaker Tom Norton Wealth Manager at AAG Wealth Management, will guide you through the essential steps of creating a will that reflects your intentions and safeguards your family. You’ll explore how clear planning can prevent uncertainty, minimise potential disputes, and provide security for those you care about most. Whether you’re writing a will for the first time or reviewing an existing one, this session will help you feel informed, reassured, and confident in your planning.

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Watch the last session

April 24, 2026

#FinanceFriday | Your Next Contribution: Pension or ISA?

Finding the right balance between saving for the future and keeping enough flexibility for today is something many people think about. In this webinar, Your Next Contribution: Pension or ISA?, guest speaker Sophia McGhee, Wealth Manager at AAG Wealth Management, will help you explore how each option can support different priorities and life plans. Together, you’ll look at how your goals, timeframes, and circumstances can shape the choices you make, not just in terms of tax efficiency, but in how confident and secure you feel moving forward. Whether you already have a plan in place or are simply looking for clearer direction, this session will offer straightforward guidance to help you make decisions that feel balanced, informed, and right for you.

Discuss more in a 1:1