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Agenda
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MISSION
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VISION
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GOAL
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STRATEGIES
Our Mission
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4. TOM TORRES
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JOHN TORRES
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Our Team
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About Us
5
7. Gather Data &
Agree Goals
Define The
Relationship
Analysis &
Evaluation
Create & Present
Solution In A Plan
Implement
The Plan
Review &
Report
The Financial
Planning Process
Steps in Financial Planning Process
7
9. The Financial Pyramid
9
Ideal Foundation
Risk Foundation
Investment
Debt Reduction
Emergency Fund
Insurance(Protection)
Net Worth, Cash Flow, Risk to Lerance
Goal
Investment
Insurance(Saving +
Protection)
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10. • Express concerns, hopes and goals
• Do not procrastinate
• Be honest with your answer to question
• Live within your current income and do
not live up to or beyond it
• Be open to formulating A financial plan
and identifying strategies to reach goals
and objective
Client
• Implementing and monitoring financial
plan
• Analyzing client circumstances and
prepare financial plan
• Explaining financial concept and
clarify client goal
• Evaluating client’
Planner
Responsibilities Of Client And Planner
10
11. Personal Details
Basic Financial Details
Cash Flow
Insurance
Estate Planning
Qualitative Information
Attitude to Risk
Requirements Of Data Collection Form
11
12. Investing
02
Operations
01
Supplemental
Information
03
Financing
04
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Cash flow Analysis
12
13. Customer Order
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Inventory Management
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Invoicing, Credit
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Control
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Order Fulfilment
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Cash Flow Control
13
14. Balance Sheet(RM’000)
No. of Shares in Issue 85.200 85.200 85.200
Paid-up Share Capital 42.600 42.600 42.600
Shareholders’ Funds 53.458 58.776 65.700
NTA per Share (RM) 0.63 0.69 0.77
Income(RM’000) 2013 2014 2015 2016 2017
Turnover 111.142 119.491 141.270 160.832 188.079
PBT 7.001 8.166 8.819 11.061 13.691
PAT after ml 5.129 5.819 6.625 7.740 9.688
Net EPS 6.02 6.83 7.78
Gross Dividend per Share 4.00
Financial Highlights
14
15. BUSINESS INFOGRAPHIC
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0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
JAN FEB MAR APR MAY JUNE JULY AUG SEP OCT NOV DEC
Financial Growth Analysis
15
16. March 15th
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Financial Planning Timeline
16
17. 25%
10%
45%
10%
10%
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Resource Capacity Planning
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Goal
JAN
FEB
MAR
APR
MAY
JUN
Budget Financial Plan
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Review
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Budget Financial Plan
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20. Net Present Value
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Internal Rate Of Return
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Profitability Index
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10%
65%
35%
45%
20%
20%
65%
35%
45%
10%
New Capital Budgeting
20
21. Budget Monitoring Process
Services
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Impact on Future Years
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Approved Budget
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23. Your Text Here
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$100 $1593
$140 $1458
$120 $1560
$160 $1639
$160 $1780
$180 $1592
$130 $2025
Cost Comparison
Cost Comparison Table
23
24. 30%
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45%
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Comparison
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25. 0 100
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60
50
Risk
Low
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Risk Tolerance Analysis
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28. $2.05
$3.35
$5.65
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
FY06 FY12 FY18
Text Here +2.9%
Text Here +5.4%
Text Here +2.4%
Text Here +3.8%
Text Here +6.3%
Text Here +8.5%
Text Here
390.2
Billion
Text 9%
Text 15%
Text Here 31%
Text Here 42% Text 5%
Text 11%
Text Here 27%
Assets 2016 2017
Current Assets
Cash 11,874 22,540
Accounts Receivable 1,000 2,000
Inventory 1,000 2,500
Prepaid Expenses 1,500 3,000
Short-Team
Investments 500 1,500
Total Current
Assets
$15,874 $31,540
Fixed (Long-Term) Assets
Long-Term
Investments $1,200 $500
Propety,Plant And
Equipment $15,340
$1,200
Total Assets $16540 $1,700
Financial Balance Sheet Dashboard
28
29. Basic Standard Professional Business Marketing
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
Text Here Your Text Here Put Text Here Your Text Here Put Text Here Your Text Here
$ your Text
Here
$ your Text
Here
$ your Text
Here
$ your Text
Here
$ your Text Here
Financial Value Segmentation
29
31. Provide Last Year’s
Tax Return
Analyze Situation And
Project Tax Saving
Deliver Contact
Outlining Fees
Research And
Analysis
Implement Tax
Saving Strategies
Gather Additional
Information
Tax
Planning
Process
Tax Planning
31
33. WORLD NEWS
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News Paper
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34. 01 02
03
04
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Puzzle
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35. Healthy Lifestyles
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Saving Money
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Creatively And
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Health and social
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Skill And Confidence
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Communicating And
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01
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Target
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37. Achieve
Task
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Venn
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Matrix
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40. 40
Lego
Text 5
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Text 9
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Text 6
Text 10 Text 11
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41. Supplier Power
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Potential Entrants
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Buyer Power
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Threat Of Substitutes
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Silhouettes
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80%
2016
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100%
2017
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Location
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44. Management Production
Development
Sales
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Hierarchy
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Bulb Or Idea
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Bar Graph
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Help To Retain Control Of
The Project Schedule
Project
Schedule
Model
Maintenance
Rules Of
Performance
Measurement
(EVM)
Control
Thresholds
& Formats
Funnel
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About Us
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58%
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Comparison
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PETER SMITH
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MARY SMITH
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Comparison
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52. Dashboard
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55
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53. 79%
ANITA SMITH
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THANK YOU
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