Working together to achieve business goals<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

Working together to achieve business goals

<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

Working together to achieve business goals

<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

My Name Financial

Working together to achieve business goals

<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

JV logo

Working together to achieve business goals

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Disclaimer

Important Notice

RI Advice Group Pty Ltd, ABN 23 001 774 125, holds Australian Financial Services Licence Number 238429 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.

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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

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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

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What do employees want?

Strategic advice froma 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

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[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

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[RI Office] strategy

Identify alliance objectives

Identify financial services required by the practice

Identify tailoring requirements

Formalise agreement

Assemble account management team

Design launch program

Scope ongoing program

Design service schedule and agree service standards

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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 adviceand wealth management services

will generate many benefits

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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

Thank youContact <office> on <phone> for further information