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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 and opportunities for mortgage brokers. What do clients want? [RI Office] services and strategy The benefits to your practice Advantages of working with us

8 7 Challenges for mortgage brokers How to provide solutions to your clients’ unmet financial advice and wealth management needs…before the competition? How to provide these financial services effectively? How to comply with FSR? How to promote these new financial services to grow your client base? How to obtain client referrals? How do you do this without losing focus on your core business?

9 8 Opportunities for mortgage brokers More and more Australians are looking for financial advice. Mortgage brokers are well positioned to provide complimentary services to their clients. Don’t turn away business. It’s time to capitalise on this movement!

10 9 What do clients 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

11 10 [RI Office] services Personal and business risk insurance. Debt & cash flow management. Investment selection and wealth accumulation strategies Superannuation advice Retrenchment optimisation Retirement planning Aged care services Access to Government benefits Estate planning Helping clients create, grow, protect and enjoy their wealth wisely

12 11 RI Advice Group 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

13 12 The benefits to your practice Increase the appeal of your practice through complimentary services. Regenerate growth in your existing client book (e.g. debt recycling/gearing strategies) Attract new clients Satisfy client needs within your practice Retain existing clients Create alternative revenue stream Increase the profitability of your practice Increase the value of your practice Offering financial advice and wealth management services will generate many benefits

14 13 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 firm’s high standards

15 Thank you Contact on for further information


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