The document discusses why the author does financial planning work. The author wants to help people by making financial planning easy to understand and providing certainty. The author aims to help clients create plans for the future and for unexpected situations. The author believes everyone should have access to financial planning advice.

3. Why
do
I
do
what
I
do?
 Because
this
is
what
I
want
to
do!
 Help
people
 Make
Financial
Planning
easy
to
understand
 Provide
certainty
 Help
you
create
a
plan
for
the
future,
and
a
plan
in
case
something
goes
wrong

4. 1. Let’s
chat!
2. Let
me
show
you
what
I’m
thinking
3. Please
go
away…
and
have
a
think
4. Ask
me
100
quesLons!
5. Coffee?
6. Are
you
100%
comfortable?
7. Call
me
…
and
I
would
like
to
see
you
again
How
do
I
do
what
I
do?

5. • I
have
a
husband,
and
a
Pug.
You
know
I
love
my
wine
and
am
very
social.
I
am
AFL’s
newest
fan,
and
GWS
Giants
biggest
fan!
• I
believe
everyone
should
be
able
to
access
Financial
Planning
advice
–
not
just
if
you
have
$xxx
to
invest
• This
is
my
business,
and
I’m
here
to
stay
• A
radio
host
on
community
radio
• ArLcle
on
Monarch
Advisory
Group
in
RiskInfo
(industry
Mag)
September
• Top
20
for
Rising
Star
of
the
2013
(final
judging
sLll
in
progress)
• Follow
my
Blog
please:
www.monarchadvisorygroup.com.au/taLanas-­‐blog/
AND…..
More
about
me..

6. In
case
you
forgot….
There’s
a
method
to
my
madness
Eaglewaves
radio
GWS:
Player
sponsor;
Captains
club
member
Drummoyne
Rugby
Colts
sponsor/
Scholarship

7. Who
do
you
know?
• Trust
• Outsource
• Certainty
• Recent
changes
(marriage,
divorce,
new
job,
baby,
mortgage
etc)
• Business
owner
with
2
or
more
directors
• Has
not
heard
from
their
Planner
in
12+
months

8. Disclaimer
IMPORTANT
INFORMATION
This
informaLon
was
prepared
by
Monarch
Advisory
Group
Pty
Ltd,
ABN
75155549705.
Licensed
under
Securitor
Financial
Group
Ltd,
ABN
48
009
189
495
AFSL
&
Australian
Credit
Licence
(ACL)
240687
(Securitor)
and
is
current
as
at
January
2013.
This
publicaLon
provides
an
overview
or
summary
only
and
it
shouldn’t
be
considered
a
comprehensive
statement
on
any
maker
or
relied
upon
as
such.
The
informaLon
in
this
publicaLon
does
not
take
into
account
your
objecLves,
financial
situaLon
or
needs
and
so
you
should
consider
its
appropriateness
having
regard
to
these
factors
before
acLng
on
it
and
obtain
financial
advice.
Any
taxaLon
posiLon
described
in
this
publicaLon
is
a
general
statement
and
should
only
be
used
as
a
guide.
It
does
not
consLtute
tax
advice
and
is
based
on
current
tax
laws
and
our
interpretaLon.
Your
individual
situaLon
may
differ
and
you
should
seek
independent
professional
tax
advice.
The
rules
associated
with
the
super
and
tax
regimes
are
complex
and
subject
to
change
and
the
opportuniLes
and
effects
will
differ
depending
on
your
personal
circumstances.