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 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.

7. 6 Overview Challenges and opportunities for general insurance brokers. What do clients want? [RI Office] services and strategy The benefits to your practice Advantages of working with us

8. 7 Challenges for general insurance brokers How to provide a point of differentiation with your competitors? How to provide solutions to your clients’ un-met 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 grow your client base? How to obtain client referrals? How do you do this without losing focus on your core business?

9. 8 Opportunities for business brokers More and more Australians are looking for financial advice. General insurance brokers are well positioned to provide complimentary services to their clients. Don’t turn away business. It’s time to capitalise on this movement!

10. 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

11. 10 [RI Office] services Personal and business risk insurance. Tax minimisation strategies for small business owners Debt & cash flow management. Risk profiling and Investment selection Superannuation advice Employer superannuation solutions and workplace education programs Retrenchment optimisation Retirement planning Aged care services Access to Government benefits Estate planning Helping clients create, grow, protect and enjoy their wealth wisely

12. 11 Our 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 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

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 clients’ financial planning needs are fully met and their experience meets your firm’s high standards

15. Thank you Contact on for further information