This document outlines the services and benefits of a professional standards and collaborative partnerships program. It aims to develop long-term relationships with clients to provide trusted financial advice and identify lifetime objectives. The program structures innovative partnerships between clients and advisors to foster superior service and lifetime tailored planning. This includes professional standards, collaborative efforts, and lifetime relationships. It identifies clients' financial and lifestyle goals, models income and asset targets, assesses current status, and maps affordable strategies with ongoing reviews. The program provides financial reviews, accounting services, investment research, property purchasing benefits, protection coverage reviews, newsletters, buying groups, client management, tax return preparation, workshops, planning reviews, and property management for any properties purchased. Clients are guaranteed a

1. Professional Standards
Collaborative Partnerships

2.  Strategies & Philosophies
 Current situation & Where do you want to
be?
 Possible Solutions
 Current obstacles
 Memberships
 Group benefits

3.  We aim to:
 Develop long term relationships with you and
your family to become your m0st trusted advisors
 Identify the lifetime objectives of our clients
 At all times, deliver services and advice that
match these specific objectives
 Recognise the value of educating our clients

4.  Structure innovative partnerships between
client and private advisors, designed to
foster a “Superior Level” service and life time
tailored planning
 Incorporating:
 Professional standards, Collaborative Efforts and
Lifetime Relationships

5. In simple terms we.....
 Identify financial & lifestyle objectives
 Calculate matching income & asset targets
 Identify current funding levels
 Assess: surplus, on target, shortfall
 Map out affordable strategies
 Conduct ongoing reviews and adjustment

6.  Where are you now?
 Where do you want to be?

8. Investing in Residential Property
 Buy & Hold
 Buy NEW real estate and combine the tenant
income with the tax benefits to reduce your
holding costs whilst attracting / participating
maximum capital growth.
 Identify and manage risk.

9. Investment vehicle Cash Deductions
Interest
Property costs
Unlock Equity
B Non Cash Exp
Depreciation
Rental Income
Building allowance
Home loan Fixtures & Fittings
A
Generates
Tax Credits Total deductions
All income deposited

10. Buy 1 property today own it for 10 years $900,000
$450,000 1 property
$450,000 Buy 1 property every 2 years for 10 years 5 properties $4,178,078
Buy 1 property every 2 years and own for 15 years $5,910,000
$450,000
5 properties
Based on assumed Property growth rate of 7.2% per annum

12.  We are applying for the position of
your lifetime advisors

14.  Finance review with National Finance & Mortgage Solutions
 Personal review with National Accounting Solutions
 Access to valuable research residential properties
 Automatic membership in the Pre Release Club
 Access to property purchases at or below bank valuation
 National Investor Solutions will also conduct a protection cover review
 Membership in the NSG Group Newsletter
 NSG Buying group
 Ongoing access to your Private Client Manager
 Two individual taxation returns
 Attendance at a one day investment workshop (Property and Shares)
 Financial planning preliminary review
 3 months free property management for any of your properties

15.  We are so confident that you will be
delighted with our offerings, that in the event
that you are not completely satisfied that
NSG has delivered the detailed services or
value, over and above your membership fee,
we will gladly refund your membership paid
to date for that year