Prime Financial Group Limited · ASX:PFG
Prime Financial — Microequities Microcap Conference (June 2013)
14 slides from Prime Financial's conference presentation, Jun 11, 2013
Slide 1: Microequities – Microcap Conference
Microequities – Microcap Conference For personal use only 11 June 2013 Simon Madder Helping Clients Build Wealth and Protect Assets
Slide 2: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • Who is Prime? • National Financial Services & Advisory Group, managing over $1.0B for clients, that partners with 30 Accounting Firms for Wealth Management and also owns equity in 9 Accounting Firms • What do we do? • Prime has two key
Slide 3: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • What advisory • Financial & Retirement Planning; services do we • Investment Advice; provide to clients? • Life Insurance; • Asset Protection Advice incorporating Legal Services; • Superannuation, including Self Managed Superannuation;
Slide 4: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • To whom do we • To Prime’s own direct clients, and by; provide these advisory services? • Licensing & Implementing Prime’s Client Engagement Model for Accounting Groups; • This is operated and managed through 50 / 50 equity relationship
Slide 5: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • What need do we • Clients – We provide security through advice, fulfill? guidance and direction for a better, clearer future • Accountants – Create more engagement more consistently with clients, we deliver additional services that clie
Slide 6: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • Why Prime? • Clients – Team of specialists, an integrated service incorporating their accountant, direct & transparent investment approach without the cost burden of additional intermediaries plus strong Asset Protection & SMSF knowledg
Slide 7: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • Key Challenges? • Legislative change (FoFA), lack of industry transparency which confuses consumers, investor confidence and striving for growth while maintaining cost controls • How does Prime • More consistently implement Prime’s Clie
Slide 8: Prime Financial Group Ltd – Positioning
Prime Financial Group Ltd – Positioning For personal use only • Why are we • Key roadmap to growth successful and • Clear focus on what our ideal clients and partners look why will we like and, how to access them become more successful? • Access to a ready pool of new clients • Independent and incre
Slide 9: Structure Chart
Structure Chart For personal use only Prime Financial Group Ltd Wealth Management Accounting and SMSF Services Up to 50% Equity $1B+ FUM and over 4,000 clients 30 Wealth Management Direct Entities jointly owned 9 Accounting/SMSF (100% Equity) with Accounting Firms Firms (50% Equity) Access to 40,000
Slide 10: Key Developments 2H2013
Key Developments 2H2013 For personal use only • Continued improvement in traditional Wealth Management Revenue (New Business & Recurring) • 3 new Accounting Firm JV Wealth Management (50 / 50) Partners • Improving new leads • Increased key management & employee ownership in the company, up from 20%
Slide 11: Contact
Contact For personal use only Simon Madder Managing Director / CEO Prime Financial Group Ltd Level 17, Como Office Tower 644 Chapel Street South Yarra VIC 3141 Tel 03 9827 6999 Fax 03 9827 9100 simonm@primefinancial.com.au
Slide 12: Appendix
Appendix For personal use only Helping Clients Build Wealth and Protect Assets
Slide 13: Summary Half Year Results
Summary Half Year Results For personal use only Financial 1H12 1H13 % Change Normalised Earnings Before Interest & Tax 2.66 2.43 - 9% (EBIT) ($M)* Reported Earnings Before Interest & Tax 2.66 1.68 - 37% (EBIT) ($M) Normalised Net Profit After Tax (NPAT) 1.81 1.54 - 15% ($M)* Reported Net Profit Afte
Slide 14: Summary Profit & Loss (Normalised)
Summary Profit & Loss (Normalised) % Change For personal use only 1H12 2H12 1H13 1H12 v 1H13 Wealth Management – New Business Revenue ($M) 1.42 1.26 1.40 - 1% Wealth Management – Recurring Revenue ($M) 3.41 3.48 3.62 + 6% Wealth Management – Licensing Revenue ($M) 0.82 1.00 0.92 + 12% Total Wealth M
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