Wealth Mastery Series

The Evolution Learnings

Part 3 – Ascension: Wealth Uplift Program

Objectives:

Provide a Broader Level of knowledge on Wealth Creation Principles & Strategies in order to build on existing Wealth & Life Plans.

Level of Complexity: General

Time: ½ – 1 hour per module depending on the topics & subject matter

Topics Include: Strategies for Success, Retirement & Estate Planning, Tax minimisation strategies and Asset Protection amongst many varied and informative subjects of relevance & interest

Best suited for: Existing Clients

Available on: AFA Learning Channel, Online Video Series & Group Workshops Sessions

Participation Cost: Complimentary
Upgrade & Vip programs available on participation

  • Welcome & Introduction: Same, claim, Fame
  • Revisit 10 step Advice Journey
  • Introduce Workbook
  • Paretto of Us  80:20 – Average Wage
  • Needs Wants Happiness Drivers Recipe: MasterChef
  • FN to Retirement – Bridging the Gap (Marble bag)
  • Glide path – Pre Position fees
  • 8 pillars of Wealth Creation
  • Income & Tax: Types & Structuring Tc
  • Cash: Types & Structuring Tc
  • Debt: Types & Structuring Tc
  • Risk: Types & Structuring Tc
  • Property: Types & Structuring Tc
  • Equities: Types & Structuring Tc
  • Superannuation & pensions: Types & Structuring Tc
  • Wills & Estate Planning: Types & Structuring Tc
  • Bring it together revisit 10 step advice Journey  Tc fees*
  • Call to action, 121 YLP invite ascension options 
  • Invite 121 2 hr pro bono
  • Offer today 50% off the Ylp program

Empowering you, the AAG way

At AAG, we are committed to helping our advisers focus on doing what they do best, serving their customers.