Financial Management & Advice Process

8. Client Presentation & Consultation

Once your Financial Review report has been finalised, it is professionally bound and presented by your Adviser. The report clearly articulates the key issues and consequences that we have identified along with potential opportunities and benefits available to you. It also details our specific recommendations and their implementation, including any financial service products required.

Your Financial Review will include the following:

Key Outcomes Statement Issues and Consequences Recommendations / Opportunities / Threats Key Benefits Risks

Goals & Objectives Scope of Advice Statement of Advice (SOA) Client Snapshot Report – Current Position Client Snapshot Report – Proposed Position

And will take into consideration the following core areas:

Risk Management Corporate & Tax Structures Net Asset Position Consolidated Balance Sheet Capital Risk Strategic Asset Allocation Banking and Finance Cash Flow Management & Planning

Liquidity Management & Planning Gearing & Capacity Utilisation Negative Gearing & Debt Recycling Tax Considerations & Planning Superannuation Estate Planning Personal Risk Insurance Requirements & Recommendations

Other non-core areas which may be addressed where relevant include:

Self-Managed Superannuation Funds Commercial Property Transfers to Superannuation Recommend and Review Specific Investments Capital Gains Tax Considerations & Concessions Specific Financial Goals Tax Residency

Borrowing Through Superannuation Retirement & Pension Planning Primary Residence & Direct Investment Properties Business Succession Planning International Investments & Foreign Exchange Considerations

It is important to note that each Financial Review is individually tailored to your specific situation and depending on the level of complexity can take between 10-40 hours to prepare.

Once you have considered our advice and decided to proceed with some or all of our recommendations, we will implement the agreed strategies and recommendations contained within your Financial Review report.

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