1. 1 Ericson Title Page Laura Ericson & Bob Ericson, CFP are licensed and authorized presenters of Dr. Lynda Falkenstein’s Seminar, Don’t Just Retire, REFORMAT!! TM

2. 2 What is important?What is important? Providing Solutions for Family Wealth Management What is important to you? We listen to you and respond to your needs with innovative thoughtful solutions

3. 3 What EFS Provides: - A “Financial Road Map” and periodic “tune-ups”to identify the priority, timing & financing of your goals & plans. -Custom tailored wealth management strategies to create a diversified, disciplined investment portfolio. -Personal and business retirement, tax reduction and estate planning in a team approach with your other professional advisors.

4. 4 Thank You!Thank You! Phone: 408-358-5850 Toll Free: 866-247-7711 Fax: 408-358-5212 Bob Ericson, CFP President and Founder Laura Ericson Vice President Providing Solutions for Family Wealth Management since 1984 17045 Pine Avenue Los Gatos, California 95032 BobEricsonEFS@comcast.net

5. 5 Brought to you by Level 7, 140 William Street Sydney, NSW 2011 Phone: 02 9356 4088 Fax: 02 9357 4443

6. 6 Presente d

7. 7 The Financial Pursuit System A clear and proven process to partner and financially guide our clients in the pursuit of their lifestyle dreams

8. 8 The Financial Pursuit System The Preparation (key details) The Framework The Blueprint The Action The Navigation The Brief The Process The Formaliser The Implementation The Monitor The Supervision The Package The Reassessment

9. 9 Services - Regular Reviews - Investment Planning - Risk Management - Retirement and Rollover Strategies - Remuneration Planning - Superannuation Advice – Personal and Corporate - Seminars and Client Briefings

10. 10 Who Are Our Clients? Selected salaried employees Professionals Owners of tightly-held businesses Retirees Small and mid-sized corporates

11. 11 Benefits - Commitment to prompt service and attention, an honest, open and continuing relationship - Emphasis on regular reviews of client plans - Production of timely information to help with important investment decisions - Ensuring advice is in plain English

12. 12 Level 7, 140 William Street Sydney, NSW 2011 Phone: 02 9356 4088 Fax: 02 9357 4443 (A.B.N. 48 054 401 179) Licensed Dealer in Securities Thank You!

13. 13 Brought to you by

14. 14 Services

15. 15 Concluding

16. 16 Brought to you by

17. 17 Thank You

18. 18 Brought to you by

19. 19 FMS – Committed To Help Clients Achieve- - Financial Independence - Strategy & Performance - Unbiased Advice - Security - Quality & Service - An Ongoing Relationship

20. 20 FMS Services - Personal Financial Planning - Self Managed Superannuation Funds - Retirement Planning - Portfolio Management - Centrelink Advice - Life & Disability Insurance - Income Protection Insurance - Estate Planning - Business Funding Insurance

21. 21 The FMS Process - Introduction - Client Interview & Terms of Engagement - Preparation & Presentation of Personal Plan - Implementation Of Plan Strategies - Annual Portfolio Review - Regular Lifestyle Review - Ongoing Portfolio Monitoring

22. 22 Thank You Level 1, 215 Greenhill Road Eastwood, SA 5063 Ph: 8272 1301 Thank You!

23. 23 Brought to you by

24. 24 Get Personalised Advice This presentation is intended to provide general information only and does not have regard to investor’s investment objectives, financial situation or needs. You should therefore consider whether what is said during this presentation is appropriate to your individual objectives, financial situation or needs before you act on it. Investment advice should be sought in respect of individual circumstances.

25. 25 SAL - T SUPER ABUNDANT LIVING - TOGETHER Mission- Are you living your life mission or are you living someone else's? Discover your purpose in life. Take control of your life. A systematic approach to taking control of your life: The Power Within- How do you harness the power within to live this Super abundant life. Principles / Values- Reviewing the principles of life and relating them to your values and character. Gifts- Discover your gifts and competencies. Which do you enjoy using? Which do you want to develop?

26. 26 Accountabilities- Strategies to keep you on track, to maintain a balanced life, to help you achieve your full potential - a super abundant life. The support you need to be successful. Vision- What is your vision for 5, 10, 20 years from now? What is your life vision? Goals- Is your life in balance? Set goals for all areas of your life and especially for those areas that are important to you. Live a balanced life. Budget- You have confirmed the areas that are most important in your life. But are they really? Confirm your priorities by reviewing these important resources: your finances, your time and your emotional bank balance. All call to action SAL – T (cont.) SUPER ABUNDANT LIVING - TOGETHER

27. 27 If you are not living your goals, You are living someone else's. Anonymous Who I Am Today My Life Experiences My Talents / Gifts My Specialness What I Don’t Want To Do My Life Purpose What’s Important to Me My Life Goals Life Flight Plan

28. 28 Your Life Your Life Financial Mental / Emotional Creativity / Hobbies Serving Others Spiritual Health Work Spouse Family Social

29. 29 Why choose BankSA ? Yet small enough to care that your investment strategy is right for you. $17 billion funds under administration More than 120 Financial Planners with access to over 40 Fund Managers and 230 funds Backing of the St.George Group Funds like AXA, Colonial First State, MLC, Perpetual

30. 30 BankSA Financial Planning

31. 31 Concluding

32. 32 Brought to you by Tim and Rob

33. 33 Services - Regular reviews - Detailed Planning - Superannuation & Rollovers - Investment & Wealth Accumulation Strategies - Life, Trauma & Income Protection Insurance - Investment Advice - Estate Planning - Direct Share Service - Fee based service - “Stocklist” methodology Services

34. 34 Provide - A “Financial Road Map” and periodic “tune-ups”to identify the priority, timing & financing of your goals & plans. - Custom tailored wealth management strategies to create a diversified, disciplined investment portfolio. - Personal and business retirement, tax reduction and estate planning in a team approach with your other professional advisors. We Provide

35. 35 Disclaimer Prescott Consultants believes that the information contained in this presentation has been obtained from sources that are accurate, but it has not checked or verified that information. Except to the extent that liability cannot be excluded, Prescott Consultants accepts no liability for any loss or damage caused by any error or omission from this report. You should make and rely on your own independent inquiries. This presentation is intended to provide general securities advice and does not purport to make any recommendation that any securities transaction is appropriate to your particular investment objectives, financial situation or particular needs. Prior to making any investment decision, you should assess, or seek advice from your adviser, on whether any relevant part of this presentation is appropriate to your individual circumstances. Disclaimer

36. 36 Thank you Tim and Rob

37. 37 Brought to you by

38. 38 Concluding