Prime Financial Group Limited · ASX:PFG
Prime Financial — Bell Potter Securities Emerging Companies Conference 2007
18 slides from Prime Financial's conference presentation, Jun 13, 2007
Slide 1: Prime Financial Group Ltd Presentation
& prime financial group Itc. South Yarra Office Level 17, Como Office Tower 644 PO Bax 6b South Yarra ViC Bit treet Melbourne Office Level 14, 90 Collins Street Mefbourme VIC 3000 13 June 2007 Tel 03 9827 6999 . imefinancial.com.au Company Announcements Office vaww.pirimefinancial.com.ay Australian
Slide 2: & prime financial group Itd.
& prime financial group Itd.
Slide 3: Prime Overview
Prime Overview « — Prime Financial Group Ltd (PFG) - market cap $130.0m (approx) » Merger of AVFM Ltd & Prime Development Fund Ltd (1/1/07) created PFG « ‘A National Diversified Financial Services & Advisory Group’ operating across: » Financial Advice (Financial Planning & Direct Equities, Accountin
Slide 4: Prime Overview
Prime Overview » — Prime has: » Ownership in 40 financial services & advisory businesses (nationally) » Start-up with access to distribution & more mature businesses with cross-selling opportunities » 40+ licensed advisers & 150 staff across the group » Existing client base of + $3.0b FUA » Exclusiv
Slide 5: Prime Locations (40)
Prime Locations (40)
Slide 6: Summary Group Chart
Summary Group Chart PRIME FINANGIAL GROUP LTD (ASX Code PFG) | 100%; 100% 51% Sin & prime financial group ltd.
Slide 7: Financial Advice (inc Finance)
Financial Advice (inc Finance) Prime Development Fund Ltd (PDF) ~ 100% subsidiary (est. 1998 - Merged with AVEM 1/1/07) ® 50% equity - 28 financial planning (FP) businesses (VIC, NSW, QLD & WA) » Access to 45,000 clients (currently 3,000 clients, 42,000 clients available, significant scope for organ
Slide 8: Funds Management & Corporate Advisory
Funds Management & Corporate Advisory FUNDS MANAGEMENT Armytage Private Ltd (APL) - 45% equity (principals & staff remaining equity) = Fund manager » Australian equities » Private equity via CERES » Listed Property via APFM CORPORATE ADVISORY Balnave Corporate Ltd (BCL) - 30% equity (principals & st
Slide 9: Prime Opportunities
Prime Opportunities 47% increase in NPAT for 1° half over the previous corresponding period » $1.34M up from $913K - without a contribution from PDF (24 half contribution) » Interim dividend of 0.5 cents per share (previous corresponding period - 0.5 cents) Ownership in distribution provides access
Slide 10: Prime Opportunities
Prime Opportunities * — In-house complimentary products & services now available to group clients (no additional overhead) » Funds Management Products » Equities Service » Corporate Advisory Services « — Funds Management product expansion expected » @.g. CERES Private Equity & APFM (new as of 18/4/0
Slide 11: Investment & Client Focus
Investment & Client Focus investment Focus ie ie Establish, grow and invest in businesses within the financial services and advisory sector » Identify businesses with growth prospects, cross-referral opportunities and quality earnings Align the interests of Prime shareholders and investee company sh
Slide 12: Integrated Financial Advice
Integrated Financial Advice Group services available to clients ACCOUNTING & BUSINESS SERVICES TAXATION & COMPLIANCE | & i | i i i : ‘i | & FINANCIAL PLANNING Retirement & Wealth Creation Advice SMSF & Superannuation Advice Investment Advice Life Insurance % Sy, _ BUSINESS SUCCESSION/TRANSITION PLAN
Slide 13: Financial Information (Historical)
Financial Information (Historical) Consolidated YE 30/6/06 VE 30/6/05 Increase Results $7000 £000 ©) EBIT 2,154 519 315% NPAT 1,904 569 235% EPS (cents) Basic EPS 2.4 15 60% Diluted EPS 2.1 0.9 133% Dividend (cents) (Fully Franked) 15 0.5 200% Merger with PDF effective from 1/1/07, no contribution t
Slide 14: Earnings Profile
Earnings Profile _ . % of Earnings | Future : | ul i h 2? Core Segments les crowh Howe , . . Merger with PDF, Organic Growth (42,000 clients), OH - 0 Financial Advice 70% - 80% Yes 30/6/07 Super changes & acquisitions Purchase of Armytage 1/07/06 + broadening of offering Funds Management 10% - 15% Y
Slide 15: Points of Difference
Points of Difference = Prime has ownership in distribution (equity interests in 40 Financial Services & Advisory Businesses) « Prime operates throughout the Financial Services Value Chain (protection against margin compression) » AFS Licensee » Platform provider (Badge Agreements) » Fund Manager » F
Slide 16: Points of Difference
Points of Difference = Prime has significant strategic, management and operational experience in: » Financial planning operations; » Accounting & advisory firms; » Funds management; » Corporate advisory; » Finance; and IMPORTANTLY » THE CROSS-SELLING / REFERRAL SYSTEMS REQUIRED TO DRIVE ORGANIC GROW
Slide 17: Points of Difference
Points of Difference « — Prime has a unique co-investment structure, investee principals incentivised to grow the business « — Prime has developed a scalable, variable cost and centralised business model for growth « — Prime’s organic growth model is significant for both existing REVENUE and cross-r
Slide 18: Contact
Contact Simon Madder Managing Director / CEO Prime Financial Group Ltd Level 16, 90 Collins Street Melbourne VIC 3000 Level 17, Como Office Tower 644 Chapel Street South Yarra VIC 3141 Tel 03 9827 6999 Fax 03 9827 9100 simonm@primefinancial.com.au & prime financial group ltd.
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