ri advice platinum club hong kong ri advice ballarat/melton ri advice berwick clarity wealth ri...
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RI Advice Platinum Club
Hong Kong
RI Advice Ballarat/Melton
RI Advice Berwick
Clarity Wealth
RI Advice Dandenong
RI Advice Mt Gravatt
RI Advice Mt Waverly/Wantirna
Pride Advice
RI Advice Surrey Hills/Clarence Valley
RI Advice Toowoomba
RI Advice Wangaratta
RI Advice Widebay
2015 RI Advice AwardsRising Star Award Daryl Johnstone – RI Advice Wangaratta
Proprietor of the Year Alan Freshwater – RI Advice Bondi
Risk Practice of the Year Jim Liouras – RI Advice Alexandria
Support Staff of the YearAnn Chan – Clarity Wealth
Paraplanner of the YearSally Jenkins – Pride Advice
CEO Business awardsBelow $1m Simon Hodges – RI Advice Bella Vista
Above $1m Kathy Paget – RI Advice Widebay
2015 RI Service Awards
Service Awards10 Years: Brendan Bartlett RI Advice Launceston
Alan Freshwater RI Advice Bondi
Maureen O’ConnorRI Advice Moonee Ponds
– Total revenue -13%
– Revenue per AR -22%
– Gross inflows -34%
– Net flows -224%
– Risk New Business- 14%
– Complaints - 24%
– 161 audits passed, with 15 failures
2014 – a fantastic year - for financial success
• Risk Only SOA• Flexible Fact Find• EPM v2
2014 – a fantastic year - for delivering on our promises
UNDERPINNED BY CORE LICENSEE SERVICESMarketing, Technical Consulting, Planner Supervision and
Governance, Research, Professional and Practice Development, Advice Tools and Systems
UNDERPINNED BY CORE LICENSEE SERVICESMarketing, Technical Consulting, Planner Supervision and
Governance, Research, Professional and Practice Development, Advice Tools and Systems
EFFICIENTBEST
PRACTICE
EFFICIENTBEST
PRACTICE
GROWINGREVENUESTREAMS
GROWINGREVENUESTREAMS
MAXIMISINGVALUE
MAXIMISINGVALUE
SUSTAINABLE BUSINESS MODELSUSTAINABLE BUSINESS MODEL
Low
Hig
hC
usto
mer
net
wor
th
Gen advice / execution only Complex and Full Service AdviceOffering
Scaled Advice
Mas
s af
fluen
tShifting Competitive Landscape
Self employed advisers
Self employed advisers
Industry fundsand corporate
funds
Industry fundsand corporate
funds
Private bankersPrivate bankers
Bank scaled advisers and online directBank scaled advisers and online direct
New online / non financial services entrantsNew online / non financial services entrants
Bank employed advisers
Bank employed advisers
StockbrokersStockbrokers
AccountantsAccountants
Mortgage brokers
Mortgage brokers
Customer behavioural segments
Source: Investment trends, Advice and Limited Advice August 2014
Percentage of the population
Average wealth
Top advice need
Too complexI trust you to take care of it for me
Research myselfConfident to executeMake it easy for me
Research myselfTry scaled adviceMay Commit more if I trust you
26%
$410K
Investment Strategy & retirement
Validators
Full
Scaled
Self Service
30%
$260K
Aged care & retirement
Self directed
22%
$90K
Debt management & budgeting
Can’t afford advice
30%
$220K
Invest for income and investment property
Delegators
Can’t afford it
Important Notice
RI Advice Group Pty Ltd, ABN 23 001 774 125, holds Australian Financial Services License Number 238429 and is licensed to provide financial product advice and deal in financial products such as: deposit and payment products, derivatives, life products, managed investment schemes including investor directed portfolio services, securities, superannuation, Retirement Savings Accounts.
The information presented in this seminar is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. RI Advice Group strongly suggests that no person should act specifically on the basis of the information contained herein but should obtain appropriate professional advice based on their own circumstances.