Personal Financial Planning
AG Wealth Advisory offers a diverse range of financial solutions and wealth management services.
- Income Protection
- Savings and Investment
- Health and Long Term Care
- Estate Preservation & Distribution
- Business Solutions
- Employee Benefits Program
Our personal financial planning services specialise in various areas including insurance planning, retirement planning, investment planning, education planning, taxation planning and estate planning. Through our affiliation with established local and offshore financial institutions, our financial advisors will help to customise a financial plan which is best suited to each client’s needs and financial goals.
Estate planning is a legal and effective method of making arrangements to dispose and manage your estate at death through the use of wills, trusts or other devices. It is not just for the wealthy or those who are on the verge of death. With proper estate planning, you can decide how you want your assets to be owned, managed and preserved during your lifetime and to be disposed when you pass on.
We will help you understand the following:
- The need for a will
- What happens when you are predeceased?
- Who do you want your assets to go to when you pass on?
- What proportion do you want to give away?
- Why the need to create a trust in your will?
- What is the interstate succession i.e. dying without a will?
- What to look out for when preparing a will?
- How can you protect your assets from creditors?
Time waits for no person, so don’t be complacent. Discuss your estate planning objectives, concerns and fears with our advisor so that together you can develop a plan, applicable to your unique financial situation and needs, for effectively transferring wealth to your beneficiaries.
To find out more on how AG Wealth Advisory can help you, please contact us.
Life Planners are more than your average financial services consultants. Using their knowledge and know-how, they help others protect their present and secure their future. And along the way, they prove that meaningful, inspirational careers can also be financially rewarding. All it takes is the desire to make a difference.
Experience What You Can Become In The Real World
Join our internship program and get to test drive a promising career where you can achieve your goals and have impact on people’s lives. This is a unique opportunity to gain real-world experience and learn the secrets of financial business.It may just be the stepping stone to enriching and realising your career goals with AG Wealth Advisory.
Unleash Your Full Potential
Get a head start on your financial planning career with AG Wealth Advisory.
Join us as a Business Development Executive and start charting your career path towards financial freedom! Grow and manage your own business through a proven AG Success System.
Get customised training and personal coaching from our experienced team managers and the backing of our extensive support infrastructure.
We are looking for Mortgage Consultant, Traditional Tied Agent, Unit Trust Consultant, Banking Relationship Manager / Executive, Credit Card Consultant, Personal Loan Consultant, Estate Planner, Real Estate Agent, Accountant, Legal Advisor, and anyone who is interested in financial planning career to join our team.
Build and grow your million dollar financial practice through a proven AG Success System. This is an outstanding career opportunity for someone with entrepreneurial spirit. We recognise this opportunity is not for everyone. That’s why we seek out and select the highest quality candidates.
The bold and positive driven attitude towards work and life is encourage to join us and grow together a more promising tomorrow. We’re looking forward to meet you in person