AAG Wealth Management

Offering a separate pension to executives can greatly enhance your benefits package, making it more flexible and appealing. This addition is a key factor in attracting top talent to your business. Read more: https://heyor.ca/M23CzF #Pension #ExecutivePesnions #BusinessOwners

Invest in Foreign Exchange with Confidence at AAG At AAG, we prioritise clear communication and timely market insights. Your dedicated account manager will guide you through investment strategies and contract choices and help you navigate the fluctuations of exchange rates. We handle the details so you can focus on growing your investments. Learn more: heyor.ca/kdHvrT #WealthManagement #FXInvestment #CurrencyExchange

Exiting your business may be your ultimate goal, but many owners struggle to let go of a company they've nurtured. Detaching emotionally can be challenging and might hinder a sale if you're hesitant to relinquish control. Prepare for this transition by discussing your feelings with friends, family, and professional advisers to help ease the process and plan for your next chapter. Read more: https://heyor.ca/fvxPhi #ExitingYourBusiness #BusinessExit

We now have more choices and personal accountability for our retirement income, but will we afford the future we envision? The Retirement Living Standards from the Pensions and Lifetime Savings Association (PLSA) offer a valuable budgeting benchmark, outlining minimum, moderate, and comfortable living standards. If you’re planning your retirement lifestyle, these standards are a practical starting point to help determine if you need to save more. Read more: https://heyor.ca/HJerpJ #Retirement #Pension #PersonalAccountability

Secure Your Legacy with Smart Estate Planning Protecting your assets is crucial in estate planning, especially since Inheritance Tax can take up to 40% of your estate. This tax now affects more than just the wealthy, so it’s important to plan ahead to ensure your loved ones receive the full benefit of your legacy. Learn how to futureproof your wealth: https://heyor.ca/WpbvJF #WealthManagement #EstatePlanning #InheritanceTax #FutureproofYourWealth

For elite sports stars, an unexpected injury or illness can jeopardise your career and finances. It’s crucial to understand your financial goals and develop a robust plan to reach them. Consider implementing protection strategies to safeguard your earnings against potential setbacks. Secure your future by taking proactive steps today! Read more: https://heyor.ca/mFMcAW #EliteSportsStars #Career #Finances

Securing customers and growing revenue is just the beginning for your start-up; good financial management with positive cash flow is essential. Implement strong credit-control processes to avoid cash-flow issues, and always forecast to ensure you can pay your bills. Consider requesting upfront payments or deposits from new high-value customers. Remember, separating personal and business expenses is crucial—it enhances your company’s appeal to investors and potential buyers. Read more: https://heyor.ca/eoUWF6 #FinancialHabits #BusinessOwners #BusinessExpenses

Partnering with St. James's Place for Exceptional Wealth Management At AAG Wealth Management, we’ve teamed up with St. James’s Place to provide you with unparalleled wealth management services. Together, we are dedicated to offering a personalised approach tailored to your unique financial goals. Discover more on our website: https://heyor.ca/kdHvrT #AAGWealthManagement #StJamesPlace #PersonalisedService

Savings and investments are different but complementary ways of funding your future. Cash savings are perfect for a rainy-day fund or to meet short-term goals, while investments focus on long-term growth and involve more risk. Striking the right balance between saving and investing is essential for a well-balanced financial plan that secures your future. Read more: https://heyor.ca/iVr3av #Savings #Investment #FutureFunding

Small businesses often overlook key person insurance, which can provide crucial support during the absence of a vital individual. Having the right coverage at the correct price, along with understanding tax considerations, ensures your business can navigate any challenges and maintain success. Don’t leave your firm vulnerable—explore your insurance options today! Read more: https://heyor.ca/vOiROc #KeyPersonInsurance #SmallBusinesses #TaxConsdierations