PRESENTATION FOR PREMIUM WEALTH MANAGEMENT LIMITED Presented by Stephen Prendeville.

Slides:



Advertisements
Similar presentations
Chapter 19 Securities Markets Business Today. 2Prentice Hall Investment Choices Stocks – Preferred Stock – Common Stock Common-Stock Dividends Stock Splits.
Advertisements

1 RISK MANAGEMENT IN INSURANCE Philippe Wautelet Ukrainian Insurance Forum, 3-4 June 2009.
How It Was Prior to reform, there were serious problems in investment advising mainly revolving around commissions based on FUMs. This encouraged advisers.
The Future of Financial Planning with Chadwick W. Blythe VP of Sales and Business Development PIEtech, Inc.
Investment Basics A Guide to Your Investment Options Brian Doughney, CFP® Wealth Management Senior Manager.
My Platform Rules State Street and FNZ Presentation Gold Coast, 23rd February 2015 Chris Liddell, FNZ Sinclair Scholfield, State Street.
Recording Liabilities Other Terms Review Potpourri $100100$100100$ $200200$200200$ $300300$300300$ $400400$400400$ $ Bond.
CERTIFIED PERSONAL FINANCIAL ADVISOR. CPFA Independent Financial Advisors are an important and growing segment of professionals who contribute to the.
FINANCE CLUB Overview of a financial transaction from start to finish Discuss how companies interact with investment banks and investors How do investment.
ECONOMICS STUDY GUIDE. Investing – saving in a way that earns income Diversification – distributing funds among a variety of investments to minimize overall.
Intermediate Macroeconomics Chapter 17 Financial Markets.
Investment Banks and Finance Companies. Use their expertise to meet specialized financial needs Unlike banks, they do not book most of the assets they.
FIN352 Vicentiu Covrig 1 How Securities are Traded (chapter 5)
Copyright 2015 by Diane S. Docking 1 Bond Valuation.
Goal Setting "The indispensable first step to getting the things you want out of life is this… Decide what you want.” Retirement – when…how much… Home.
KICK START 2015 WEALTH PLAN FOR THE FUTURE. Kick Start 2015 Plan for the future! This information is current at January 2015 and is subject to change.
Bank Financials “Needle Movers”. Today’s Agenda 1.The “business” of banking – how Banks make money 2.Financial statements 3.How each area can.
Accounting Clinic III.
STRATEGY ONE Establish an SMSF Tax Planning Strategies for 2015.
The real changes to SMSFs and the Super Rules Graeme Colley Director of Education and Professional Standards SPAA.
Slide 21–1. Chapter Twenty One Investment Banks, Brokerage Firms, and Mutual Funds.
1 Building pensions for the future What the Dutch can learn from other countries? Johan van Egmond European Pensions Netherlands Summit: Light at the end.
The benefit of our unique organization is the clarity, confidence, and comfort our clients feel knowing they have the financial resources that make a difference.
Advanced Diploma of Financial Planning Copyright TAFE 2014 Advanced Diploma of Financial Planning.
What is Your Business Really Worth? Alan Kenyon Kenyon Prendeville 24 th November 2006.
Burger Wealth Management Firm Model An exercise to build a better business Timothy Burger.
Lecture Presentation Software to accompany Investment Analysis and Portfolio Management Eighth Edition by Frank K. Reilly & Keith C. Brown Chapter 24.
LONG TERM STRATEGIC FINANCING & CAPITAL CAMPAIGNS April 6, 2010.
LCN For broker/dealer use only. Not for use with the public. From income to heirs Help protect your client’s estates and increase their assets.
Investor presentation Interim financial results 30 June 2001.
Preparing for the era of the mega-fund May 2012 D Glenn Sedgwick.
FINANCING: Part 3A: Equity CHAPTERS CORPORATIONS Kinds Profit or non-profit Publicly-held, or privately held Sole Proprietorship PartnershipCorporation.
Ratemaking: An ERM Function CAS Ratemaking Seminar March 13 & 14, 2006 Russ Bingham, Hartford Curt Parker, Grange Mutual John Kollar, ISO.
Investing Savings and Investing. Why Invest? Hedge against inflation Rise in a general level of prices Investing to increase wealth Invest to save for.
Mutual Funds. Objectives WHAT IS A MUTUAL FUND? HOW DO MUTUAL FUNDS OPERATE? HOW MUCH DOES MUTUAL FUND INVESTING COST? HOW SHOULD MUTUAL FUND PERFORMANCE.
Date 10/09/2015 September 2015 Technical Day Licensee, Paraplanning and Website Update.
Long-term Debt: Bonds INTERMEDIATE ACCOUNTING II CHAPTER 14 – PART 1.
Wealth Management Craig Coleman Managing Director Australia and New Zealand Banking Group Limited 24 August 2001.
Indirect Investment. Introduction In Direct Investment, investors have control over the buying and selling of securities. In Indirect Investment, investors.
Bank of America “ We have, at our fingertips, an opportunity to redefine an industry – to create a benchmark in business quality, productivity and service.
Dividends, Reinvestment and Bonus Shares: The Shareholders’ Choice James Murray Michael Skully Monash University, Australia.
Credit Risk transfer OECD-IAIS-ASSAL Fourth Conference on Insurance Regulation and Supervision in Latin America Punta Cana, Dominican Republic, May 6 th.
I. Introduction to Investing. A. Reasons to Invest 1. Achieve financial goals 2. Increase income 3. Prepare for retirement 4. Gain wealth and feeling.
Chant West Rollout October Disclaimer Important Notice RI Advice Group Pty Ltd, ABN , holds Australian Financial Services Licence.
In-depth. Informed. Independent. Copyright OBSR Money Marketing Fund of Funds Invitational, Glasgow Fund of Funds – The State of Play Nigel Whittingham.
Wealth Management The UK model of managing wealth across the generations David Cobb Head of Investment and Banking.
Output of the U.S. Financial Sector: Measuring the services of banks andinsurance companies Brian C. Moyer Deputy Chief National Income and Wealth Division.
Financial Management. Agricultural Finance THE ECONOMIC STUDY OF THE ACQUISITION AND USE OF CAPITAL IN AGRICULTURE TWO TYPES OF CAPITAL: EQUITY BORROWED.
Annuities Mark Ricklefs CLU ChFC CFP. Caveat This presentation is for informational purposes only. The speaker appearing at this meeting is solely responsible.
Understanding “Enronesque” Structures What is the Risk? Casualty Actuarial Society Toronto July 8, 2002.
Investment Companies  Net Asset Value (NAV)  (Total portfolio value - liabilities) / # of shares  Management is usually contracted to an outside firm.
A sound managerial control requires proper management of liquid assets & inventory. These assets are part of working capital of the business. Receivables.
0 Allocating the Cost of Capital Practical Examples Daniel Isaac CAS Spring Meeting May 19-22, 2002.
Date 26/11/2015 November 2015 Technical Day Para planning and Technical Update.
Chapter Objectives Be able to: n Explain the rationale for tax deferred sales. n Explain the available alternatives, including the unique characteristics.
INVESTMENTS | BODIE, KANE, MARCUS Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin CHAPTER 4 Mutual Funds and.
Methods of Investing. Why Invest? 0 What does investment mean? 0 An investment is something that you acquire with the goal of making money! 0 This begins.
Chapter 10 Retail Sales. Distribution Channels for Mutual Funds Retail Sales Intermediary channel Sales made through third-party salespeople. Direct channel.
Unit 5: Saving & Investing
Mutual Funds and Other Investment Companies
Recording Liabilities
The future of platforms
22nd Melbourne Money & Finance Conference 2017
Management Discussion & Analysis HY 2008
New Approach to Ratemaking & Reserving
Fee Income Through Wealth Management
Chapter 2.
First Quarter Fiscal Year 2016
2008 NES Overview 796 Institutional Respondents (Representing 791 Endowments) $412.8 billion in Endowment Assets Endowment Performance, Market Values,
Invesco Trust Company Invesco Stable Asset Fund Fee Disclosure
Presentation transcript:

PRESENTATION FOR PREMIUM WEALTH MANAGEMENT LIMITED Presented by Stephen Prendeville

Cash is King Fee for Service Innovation in Software Client Engagement Client Revenue Market Backdrop

Risk Profiling Asset Allocation Short form SOA Scalable Advice Social Media Market Backdrop

Domination of Institutions Aggressive Acquisition strategies impacting supply No organic growth, cannibalise existing FUM Death of Independents Changing Face of Distribution

Waiting on ASIC release end of 2012 Treatment of Volume Overrides  New clients post 30 June, 2012  Ability for licensee’s to receive VO’s  Transferability of VO’s Dealer groups moving down value chain FOFA Impacts

Revenue’s down 20% Superfunds down Deferred retirement Success of institutions Supply

“I have to buy or I have to sell” $200K recurring revenue book Significant and this has stabilised prices from July to Dec 2011 by 2.88 to June Demand

Market Prices Revenue TypeMultiple Applied SMSF Advise3.00 SMSF Administration1.00 General Insurance1.90 Risk3.50 Personal Investment3.30 Corporate Superannuation1.50 # Personal Superannuation2.69 # Superannuation Personal Insurance2.50 # Accounting Individual Returns0.60 Accounting Compliance/BAS0.80 Accounting Advisory1.00 Accounting SMSF1.00 FY 2012 AVERAGE 3.01

Distortions  Discount for time period paid  Pricing on client relationship (1 – 3x) Market Prices Cont.

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.