1. “bringing clients and financial advisers together.......” Adviser Finder Pty Ltd ABN 96 149 559 482
2. Contents What do we do? Our beliefs The opportunity Our approach Post consult next steps Summary
3. What do we do? Our Mission “for everyone to reach financial freedom and live their best, most successful life....” A consultation and referral service for clients seeking the best suited financial adviser to their needs and one who will provide high quality advice on insurance, retirement and investment planning at the right cost.
4. Our beliefs People will not seek advice without a clear understanding of their current situation and their future vision (goals) – they don’t know what advice they need People like “good listeners” – this builds trust and rapport to bring the desired outcome Advisers cannot offer a solution without a sound knowledge of the person and their life first Client engagement – get this right and the rest follows!
5. The opportunity Circa only 15% of the Australian population seek any form of advice from Financial Advisers.... Yet 16,000+ Financial Advisers in Australia 1 in 2 first marriages end in divorce leaving people more exposed/vulnerable financially in particular women Ageing population requiring more funding for retirement years (25+ years) Growing number of young professionals with no set goals/vision for their financial future
6. Our approach 60 minute one-on-one confidential consultation Holistic approach to gain an understanding of you, your life and family and building a relationship Provide you with a clearer perspective and life vision Enable growth personally and financially by identifying “real” goals and a path to get there – now, where, how and action In 10 year look at 3 L’s – Love, Life and Legacy Identify “to do” list and discuss next steps
7. Post consult next steps... Review/summary of consultation with client Introduction of client by Adviser Finder Pty Ltd to financial planning corporate partner Referral of client file to corporate partner Follow up on progress, satisfaction, etc with client - creating a sense of urgency 360 service to ensure superior level of client engagement and strong relationship
8. Summary “Growth means change and change involves risk, stepping from the known to the unknown.....” – Herbert Otto “When it comes to getting things done, we need fewer architects and more bricklayers.....” – Colleen Barrett
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10. Disclaimer The information contained in this presentation is provided by Adviser Finder Pty Ltd ABN 96 149 559 482 current as at 28th July 2011. This information is not intended as financial product advice, legal advice, taxation advice or social security advice. The business service provided by Adviser Finder Pty Ltd is solely as a consultation and referral for clients, to financial advisers. Adviser Finder Pty Ltd is not licensed or authorised to provide financial product advice, legal advice, taxation advice or social security advice. All information is for illustrative purposes only for the purposes of this presentation. We make no warranty in relation to, nor accept any responsibility or any liability nor for any loss or damage arising out of, or in relation to material in this presentation, however caused.
