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Working together to achieve business goals is an Authorised Representative of RI Advice Group Pty Ltd.

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Presentation on theme: "Working together to achieve business goals is an Authorised Representative of RI Advice Group Pty Ltd."— Presentation transcript:

1 Working together to achieve business goals is an Authorised Representative of RI Advice Group Pty Ltd

2 is an Authorised Representative of RI Advice Group Pty Ltd Working together to achieve business goals

3 is an Authorised Representative of RI Advice Group Pty Ltd Working together to achieve business goals

4 is an Authorised Representative of RI Advice Group Pty Ltd My Name Financial Working together to achieve business goals

5 is an Authorised Representative of RI Advice Group Pty Ltd JV logo Working together to achieve business goals

6 5 Disclaimer Important Notice RI Advice Group Pty Ltd, ABN , holds Australian Financial Services Licence Number and is licensed to provide financial product advice and deal in financial products such as: deposit and payment products, derivatives, life products, managed investment schemes including investor directed portfolio services, securities, superannuation, Retirement Savings Accounts. The information presented in this seminar is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. RI Advice Group strongly suggests that no person should act specifically on the basis of the information contained herein but should obtain appropriate professional advice based on their own circumstances.

7 6 Overview Challenges for employees facing redundancy What do employees want? [RI Office] services and strategy The benefits to your company Advantages of working with us

8 7 Challenges for employees facing redundancy Are they making informed decisions regarding their separation offers? How to optimise their future financial position following acceptance of their payout? How to maximise their proper entitlement to Social Security and other Government benefits? How to minimise the tax liabilities associated with any lump sum payouts? For many, this is a very emotional time requiring the right professional support and guidance

9 8 What do employees want? Strategic advice from a proven financial specialist Responsive and consistent professional service A range of financial services to meet their evolving needs Financial education and information Peace of mind

10 9 [RI Office] services Retrenchment optimisation Debt and cash-flow management Access to Government benefits Retirement planning Investment selection Superannuation advice Asset protection Broader service offer: Aged care services Estate planning Helping clients create, grow, protect and enjoy their wealth wisely

11 10 [RI Office] strategy Identify alliance objectives Identify financial services required by the practice Identify tailoring requirem ents Formalis e agreeme nt Assemble account manage ment team Design launch program Scope ongoing program Design service schedule and agree service standard s

12 11 The benefits to your company Increase the appeal of your company – provide a differentiating service. Through the relationship with [RI Office] you are providing financial services effectively, which comply with FSR. You are providing a great deal of support during a very emotional time. Offering financial advice and wealth management services will generate many benefits

13 12 Advantages of working with us Widely recognised and well-respected company Depth and breadth of services and expertise Service driven, not product driven Well developed Alliance program Extensive marketing resources to facilitate take-up Our aim is to let you focus on your core business while we ensure that your clients’ financial planning needs are fully met and their experience meets your company’s high standards

14 Thank you Contact on for further information


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