If you feel like you're working too hard, you might get burnt out. If you think you can't survive a day without checking your voicemail or email, you might miss important moments of your life. In this presentation, we're going to work you through proper and effective asset allocation. In fact, as you go through these slides, you will learn the following: * how to think in terms of systems * how to assess yourself and your strategy * how to set and follow rules for asset allocation

1. The Closely Held Secrets of the World’s Wealthy Elite
How You Can Build
Your Momentum

2. Why should you listen to me?
Represented Australia in Pole Vault
18 years in corporate world
10 years with large outsourcing firm
Started & operated 6 small businesses since age 17
Ran Call Centre operations with 605 staff
Built a franchise delivery business for GM across Asia
Lived in Korea for 3 years doing turnaround in Banking
Lived in Japan for 2 years managing turnaround for US
Navy - Achieved 600% improvement in service in 7 mo.
Started cosmetics business in Nov 05; Growth +500% pa
Started business advisory in Oct 07
Have helped 100+ small & mid-sized businesses
dramatically improve their profit and service

4. 60MINUTES
Over the next 60 minutes
you’re going to learn how
to get more free time, and
build your money &
wealth momentum.

5. Baby Boomer business owners

6. DON’T have
financial plans
85%

7. 15% have put off getting married
14% have put off having a baby
12% have moved back home
10% have moved in with roommates
Changing What We Do

8. How you do something
is 100 times more important
than what you do.
(It’s all about systematic implementation.)

9. 1. Take immediate action on.
2. Must be something that you or staff
can do without extra help, learning
or time commitments.
3. Must cost little or nothing to test
or implement.
4. Must be modelled from businesses
who are producing results.
Rules for Systematic Implementation

10. Think and Grow Rich
Napoleon Hill
The Success System
That Never Fails
W. Clement Stone
Identified what made people
successful, but was never
successful himself.
Built a SYSTEM that
worked without him.

11. There is a simple solution.

12. I’m going to prove to you that the biggest thing holding you
back from making lots of money is YOU.
I’m going to show how our clients and we make money fast
in the clearest possible way I know how.
I’m going to show you how to do create momentum that it
will be virtually impossible for you to NOT succeed.
There is a simple solution.

13. Three Major Strategies
You’ll Learn Today

14. Thinking in terms of
systems

15. 94 to 97 percent of our problems
stem from the system.
– W. Edwards Deming
“
With the remaining problems caused by
human error or poor judgement.
”

16. Why focus on systems?
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61

17. RECEIVINGPRODUCTION
ORDER
PROCESSING
SHIPPING
Order Raw
Material
Receipt
Goods
Store
Materials
Requisition
Materials
Mix Dough
Produce Base
Donut
Ice & Dress
Quality
Inspection
Produce Icing
Package
Donuts
Store Donuts
Receive
Orders
Ship Orders
End

18. RECEIVINGPRODUCTION
START
Fill cookers
with Oil
Store
Materials
Supply
dispenser
with dough
Start autofeed
Monitor
Production
Adjust
conveyer
speed
EndCook quality?

19. Get Out of Debt
Resource Maps
Financial Survival
Household Recession Proofing
Productivity

20. Assessing
Yourself and Your Strategy

21. Do you feel you work
too many hours?

22. Do you never have enough time,
to implement your ideas?

23. Are you living a good balance between
your business and home life?

24. Could you go on holiday for a month,
not check your voicemail or email,
and still make money?

25. What is your time worth?

26. What is your time worth?
How much do you want to
earn in the next 12 months?
How many days a week do
you work?
How many hours a day do
you work?
How many productive hours
do you work per day?
Approximately productive hours per year.

27. $250,000
5 days
10 hours
4 hours
1000
What is your time worth?
How much do you want to
earn in the next 12 months?
How many days a week do
you work?
How many hours a day do
you work?
How many productive hours
do you work per day?
Approximately productive hours per year.

28. Goal income = $250,000
Divided by 1000 hours
= $250 per hour
What is your time worth?

29. What work could you outsource for
25% of your desired hourly rate?
How could you spend your recovered time?

30. you will burnout.
If you continue to do
everything yourself,

31. Asset Allocation
Rules for

32. Bucket Concept

33. ★ Cash
★ Money Market Accounts
★ Government backed bonds (US
T-Bills, Treasury Notes, Municipal
bonds, etc.)
★ Equity in your primary residence
(Australia)
★ Equity in any real estate (US)
★ Most Fixed Income investments
★ Most Capital Secured Funds
Security Assets

34. ★ Shares/Equities
★ Share Rental
★ Real Estate
★ Most Managed/Mutual Funds
★ Most ETF
★ Most Hedge Funds
★ Equity in your business
★ Real Estate Syndicates
★ Mezzanine Funds
Growth Assets

35. ★ Forex
★ Options (Equity/Futures)
★ Futures/Commodities
★ Managed Futures/CTA
★ Emerging Market ETF
★ Distressed Asset ETF
★ Private Equity s
★ Venture Capital
★ Angel Investments
★ IPO/Start-ups
Momentum Assets

37. Risk Profile
Age Security Growth Momentum
< 40 years 30% 35% 35%
40 to 60 yrs 50% 25% 25%
> 60 years 70% 15% 15%

38. So what’s next?
Update your Asset Allocation
quarterly
Implement systems
Map what you do
Outsource mundane activities
Take back control