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Live Round Table with Fuquan Bilal

Live Round Table with Fuquan Bilal

Today we spoke to Fuquan Bilal and unpacked his view on running a small fund, micro-lending opportunities and his ...
Adam Baker

Adam Baker

Adam updates us on the focus of Sentinel property group and how the current market is creating new opportunities.
Live Round Table with Heather Dreves

Live Round Table with Heather Dreves

Heather Dreves speaks to us today about how the hard money lending market is adapting in a high inflationary ...
Live Round Table with Randy Lawrence

Live Round Table with Randy Lawrence

In this live session we explore how the multi-family strategy is adapting in today’s climate...
Troy Eckard

Troy Eckard

In this training, Troy takes us deeper into how he works with investors and how they can take advantage of the ...
Chris Miles

Chris Miles

In this episode, sought-after personal wealth adviser Chris Miles talks to us about conventional and conservative ...
Live Training with Eric Goodman

Live Training with Eric Goodman

In this short training Eric Goodman talks about debt investment strategies and why he sees this as a conservative ...
Glenn Stromberg

Glenn Stromberg

Glenn Stromberg gives us an update on current market activity and what is happening in the pre-fabricated home ...
The Friction of Legacy

The Friction of Legacy

We can have the best of intentions when it comes to creating financial legacy, but the reality can be far from ...
Sergey Shikhvarg – Bank account set up 101

Sergey Shikhvarg – Bank account set up 101

Our contact at Signature Bank, Sergey Shikhvarg, talks us through the documentation and expectations on holding a ...
Live Round Tables with Darris and Mike

Live Round Tables with Darris and Mike

In this Live panel session with Mike Zlotnik and Darris Cassidy, we examine the in's and out's of syndications and ...
Live Training with Darris Cassidy

Live Training with Darris Cassidy

In this hot-seat interview, we speak to the new CEO of Verivest, Darris Cassidy. He talks us through the gap in ...
Live Round Table with Bill Fairman and Heather Dreves

Live Round Table with Bill Fairman and Heather Dreves

In this round table meeting, Heather Dreves and Bill Fairman speak to us about how they use the 'be the bank' ...
Live Training with Marck de Lautour

Live Training with Marck de Lautour

In this live session, Marck discussed the current local environment and the adapting strategies he is adopting to ...
Creating Flow with Tax and Administration

Creating Flow with Tax and Administration

Unfortunately, the administration side of building wealth and accumulating investments is not at all sexy for most ...
Live Round Table with Glenn Stromberg and Mark Jackson

Live Round Table with Glenn Stromberg and Mark Jackson

In this training Glenn and MJ talk about their experience in the volatile, high inflationary environment and how ...
Marino Reginold

Marino Reginold

Marino Reginold talks us through the depth and breadth of the Elanor fund and the options for investors to participate.
Live Training with Eric Goodman

Live Training with Eric Goodman

In today's live training, Eric Goodman talks us through the overview of the 2 key strategies he employs and the ...
How to Select Investment Opportunities

How to Select Investment Opportunities

Choosing from investment opportunities is an issue for everyone. The ability to discern good investments that are ...
Live Round Table with Fuquan and Jacob

Live Round Table with Fuquan and Jacob

In this live round table meeting, we were live with Jacob Vanderslice and Fuquan Bilal talking about private ...
The Art of Measuring Wealth Success

The Art of Measuring Wealth Success

Understand the metrics which are often overlooked by most investors, but which can form a more powerful compass ...

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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