19TH JUNE
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.
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.
Register NowBuilding 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.
Register NowPlanning 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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