Blueprint For Your Pipeline

Enduring Financial Legacy

Enduring Financial Legacy

This week we take a closer look at what is required to develop skills in the younger generation to develop wealth ...
Freedom Warrior Investor Profiling

Freedom Warrior Investor Profiling

This week we review the investor profile tool unique to the freedom warrior program and how to use it to ...
The Wealth Waterfall™

The Wealth Waterfall™

In todays training we examine why most business owners are failing to generate the surplus required to develop ...
Building The Right Game Plan

Building The Right Game Plan

With an avalanche of information in the market, picking the right strategy to get us to our financial goals can be ...
Risk Adjusted Return™

Risk Adjusted Return™

This week is for the investors amongst us that are ‘techie junkies’. Risk adjusted return is a concept that has ...
Lining Up Your Ducks™

Lining Up Your Ducks™

Navigating the differences in the legal and accounting system between Australia and the US can be a mine field for ...
Assessing Your Risk Fingerprint

Assessing Your Risk Fingerprint

Not every investment is right for everyone. A big art of becoming a professional investor is knowing yourself. ...
The Air Bubble Method™

The Air Bubble Method™

This week we are all about identifying our resources. One of the biggest opportunities we all have is to be ...
The Target Focuser

The Target Focuser

One of the biggest dilemmas people have is setting their targets and financial aspirations into rock hard numbers. ...
The Wealth Recalibrator

The Wealth Recalibrator

You know you need to be setting goals. The question is, how do you do it in a way that doesn’t seem ridiculously ...
Finding Your Rhythm

Finding Your Rhythm

In this Module we start to address the issue of how to determine the best pace for your investing. So often people ...
Future Clarity

Future Clarity

This workshop open the discussion of the process needed to build our game plan for driving our investment ...
Set The Stage

Set The Stage

It will set out the frame work for the next 12 months and why this will change your financial future if you are ...

DISCLAIMER


This presentation has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a licensed financial adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, Phoenix Wealth Group, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Phoenix Wealth Group and its related entities can take no responsibility for any actions taken by any person independently based on the information provided in this presentation.

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