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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 HR Managers What do employees want? [RI Office] services and strategy The benefits to your company Advantages of working with us

8 7 Challenges for HR Managers Staff turnover Absenteeism Poor productivity How to provide solutions to your employees’ 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 improve retention, morale and overall job satisfaction? How do you do this without losing focus on your core function?

9 8 Opportunities for HR Managers More and more Australians are looking for financial advice. Financial stress in some cases can lead to stress, absenteeism and lack of productivity in the workplace. Don’t neglect your employees. We can help your employees with fundamental financial planning skills!

10 9 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

11 10 [RI Office] services Cash flow management Retirement planning Wealth accumulation and Investment selection Superannuation advice Retrenchment optimisation Debt management and lending services Aged care services Access to Government benefits Estate planning Asset protection Helping clients create, grow, protect and enjoy their wealth wisely

12 11 [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

13 12 The benefits to your company Increase the appeal of your company – ‘Employer of Choice’ Attract new employees Satisfy employee needs within your company Retain existing employees Increase the productivity of your company Increase the value of your company 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 employees’ financial planning needs are fully met and their experience meets your company’s high standards

15 Thank you Contact on for further information


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