Boyce Financial Services Pty Limited ACN 131 436 881 is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 Australian Financial Services Licensee, Licence No 246934.

personalised • PROACTIVE • professional

Why Boyce Financial Services

• Integrated approach ‘one stop shop’ with your Advisor, Accountant & Super Team

• True ‘fee for service’

• Personalised wealth management solutions with a focus on an ongoing relationship

• Quality and integrity of our Advisors - We can provide excellence at a reasonable price

• Transparent cost competitive advice- External research - No funds management business- No kickbacks or product add ons

• Disciplined approach to your wealth management over the long term

• We are regionally based with afocus on families and their businesses

Products

• Managed funds

• Direct shares

• Stockbroking services

• Margin lending

• Wrap accounts

• Superannuation funds- Retail- Super Wrap- SMSF

• Personal risk protection- Death & TPD- Income Protection- Trauma/Critical Illness

Services

• Investment advice & placement- Individually tailored portfolios

• Gearing strategies

• Savings & education funding plans

• Retirement & superannuation planning

• Insurance & asset protection

• Access to estate & succession planning

Advantages of Wrap

• Client has 24hr access to:- Consolidated Portfolio Valuation- Daily CGT reports- Cash account transactions (including dividends)

• Consolidated Annual Taxation Report

• CGT reported at an individual level

• Fee transparency

• Access to wholesale managed funds and ASX listed securities

• Access to margin lending facilities

• Instant portfolio information for Advisors/Super Team & Accountants

• Integration with Boyce superannuation compliance software

TOTAL WEALTHMANAGEMENT SOLUTIONS

*Fees are GST inclusive and current as at August 2013

Professional Fees*

BFS is committed to a true ‘fee for service’ model.

• There is no charge for the initial interview

• Statement of Advice; upfront cost of $1,100 to $8,800 depending on size and complexity

• A ‘fee for service’ model where fees are:

- A �xed $ amount per annum

- Determined by the complexity, type and quantity of investments and ongoing service levels required.

• Any brokerage & administration fees are at cost

• Full details of our fees are available in the BFS Financial Services Guide (FSG)

www.boycefs.com

P 02 6884 6499Dubbo

MoreeP 02 6752 7799

CoomaP 02 6452 3344

GoulburnP 02 4821 1466

Wagga WaggaP 02 6925 9044

BFS 201308

Boyce Financial Services Pty Limited ACN 131 436 881 is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 Australian Financial Services Licensee, Licence No 246934.

personalised • PROACTIVE • professional

BOYCE FINANCIAL SERVICES (BFS)REVIEW SERVICE OFFERING

Annual review consultation with advisor

Half yearly share review consultation with advisor

Assistance with changes to �nancial or personal circumstances

Ongoing, proactive review of investments

Annual Investment Performance Report

Access to model portfolios and portfolio review service

Advice on corporate actions, takeovers, buybacks, share purchase plans, rights issues

Investment market discussions or other general queries

Ongoing market & investment research

No additional upfront fees if further funds contributed to portfolio (if not of a material nature to the portfolio)

24 hour online Wrap access with Annual Tax Statements and regular reporting (if on Wrap)

Quarterly Financially Speaking newsletter (via email)

Review of personal insurances

Invitations to seminars and events

“C” Non Review“A” Review “B” Review

www.boycefs.com

P 02 6884 6499Dubbo

MoreeP 02 6752 7799

CoomaP 02 6452 3344

GoulburnP 02 4821 1466

Wagga WaggaP 02 6925 9044

BFS 201308