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

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

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

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

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

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.

6 Overview Common client questions you may be asked What do clients want? [RI Office] services and strategy The benefits to your practice Advantages of working with us

7 Common client questions What is the right balance between paying down debt, meeting the day to day living expenses and accumulating wealth? What smart strategies exist for me to minimise CGT upon eventual sale? How do I get into my own home sooner? How can I protect my family (and assets) in the event of death, serious injury or illness? How do you answer these questions without losing focus on your core business?

8 Opportunities for real estate agents Australians, for a number of years have had a love affair with property. You are well positioned to help them achieve this dream, plus offer more… Why not differentiate your service offer?

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

10 [RI Office] services Retirement planning Investment selection Superannuation advice Tax minimisation 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

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

12 The benefits to your practice Increase the appeal of your practice 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

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 practice’s high standards

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