AAG Wealth Management

Securing customers and growing revenue is just the beginning of your start-up journey! Remember, good financial management is crucial, and positive cash flow keeps your business vibrant. Stay on top of your cash flow by implementing strong credit-control processes and consider taking upfront payments with high-value orders. And don't forget to separate personal and business expenses – it’s key for maintaining financial health and attracting potential investors down the line! Read more: https://heyor.ca/eoUWF6 #FinancialHabits #GrowingRevenue

Savings and investments may seem different, but they're actually two complementary tools for securing your financial future! Cash savings are perfect for those unexpected moments or short-term goals, while investments can help grow your wealth over the long haul, albeit with some added risk. Finding the right balance between saving and investing is key to crafting a solid financial plan. Your future self will thank you! Read more: https://heyor.ca/iVr3av #Savings #Investments

Effective tax planning is essential for achieving your financial goals. Whether you aim to own multiple properties, fund your child’s education, or enjoy a comfortable retirement, taking early, proactive steps is vital. Learn more about how tax planning can work for you: https://heyor.ca/jbKubM #TaxPlanning #WealthManagement #Investment #TaxRelief

After a close fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/d6qME9AG #Markets #USElection #FinancialPlanning

Small businesses often overlook the importance of key person insurance, but it can be a lifesaver when an essential team member is absent. This coverage helps address business challenges that arise and ensures that your operations continue smoothly. Getting advice on selecting the right policy at the best price, along with understanding tax implications, is vital for ongoing success. Don't wait—protect your business today: https://heyor.ca/vOiROc #SmallBusinesses #BusinessChallenges

We are delighted to be attending the Women In Financial Advice Awards 2024, tomorrow evening in London. Very proud that Bronwyn Pettitt APFS and Emily Coxell have both been nominated as finalists for awards. Good luck both! #WIFA24

As a regulated professional like a lawyer or accountant, managing your financial affairs comes with unique responsibilities. Ensuring that your personal investments don’t conflict with your professional integrity is crucial, especially if you handle sensitive information. Partnering with an expert financial adviser who understands these nuances can help you navigate your finances with confidence and peace of mind! Read more: https://heyor.ca/ApzY1M #RegulatedProfessional #FinancialAffairs

Our approach to financial and investment planning is customised to your unique goals because we recognise that everyone's journey is different. At AAG Wealth Management, we incorporate environmental, social, and governance factors into our investment process to promote a sustainable future for you. Learn more: https://heyor.ca/8aKmeZ #WealthManagement #InvestmentManagement #AAG

Financial difficulties can feel overwhelming, but remember, you’re not alone. Nearly nine million people in the UK are struggling with serious debt, and it’s crucial to talk about these challenges. Reaching out for help can make all the difference—support is available and can even save lives. If you're facing financial stress, please consider having an open conversation about it. You deserve support! Read more: https://heyor.ca/sDYOh7 #FinancialDifficulties #DebtStruggles

Planning for your retirement is essential for financial security. A financial adviser can guide you through the many choices available, helping you prepare for a retirement that truly reflects what you deserve. The Retirement Living Standards offer a helpful starting point if you're unsure about saving more. Remember, the more prepared you are, the brighter your retirement can be! Read more: https://heyor.ca/i99alf #Retirement #RetirementPlanning