Prime Financial Group Limited · ASX:PFG

Prime Financial — Shareholder Meeting (October 2010)

10 slides from Prime Financial's shareholder meeting presentation, Oct 26, 2010

  1. Slide 1: Chairman's Address - Annual General Meeting

    South Yarra Office Level 17, Como Office Tower 644 Chapel Street PO Box 6105 South Yarra VIC 3141 Tel 03 9827 6999 Fax 03 9827 9100 enquiries@primefinancial.com.au www.pimefinancial.com.au 26 October 2010 For personal use only Company Announcements Office Australian Stock Exchange Limited Chairman’s

  2. Slide 2: Annual General Meeting - Managing Director/CEO Presentation

    Annual General Meeting For personal use only Managing Director/CEO Presentation 26 October 2010 National Financial Services & Advisory Group

  3. Slide 3: Summary Overview

    Summary For personal use only Overview  National Financial Services & Advisory Group  Financial Planning (FP), Self Managed Super (SMS) & Accounting Services (AS) - FP & SMS contribute approx 80% + (Currently 81%) - AS contributes approx 20% (Currently 19%) Financial Planning & Self Managed Super

  4. Slide 4: Summary – FY10

    Summary – FY10 For personal use only Financial  FY10 NPAT up 34% to $3.66M compared to normalised FY09  FY10 EBIT up 26% to $5.36M compared to normalised FY09  Final dividend of 0.75cps, equates to full year dividend of 1.5cps (66% payout ratio)  FY10 operating margin of 43% compared to 36% in F

  5. Slide 5: Structure Chart

    For personal use only Structure Chart

  6. Slide 6: Summary Profit & Loss – FY10 v FY09

    Summary Profit & Loss – FY10 v FY09 For personal use only FY09 FY10 % Change Financial Planning – New Business Revenue 3.00 3.31 + 10% Financial Planning – Recurring Income 6.40 7.35 + 15% Total Financial Planning Revenue 9.40 10.66 + 13% Accounting Services 2.50 2.53 + 1% Gross Financial Planning &

  7. Slide 7: Proposed Changes To The Financial Services Industry

    Proposed Changes To The Financial Services Industry For personal use only  Proposed changes will not materially impact Prime or its current business model  For 80%+ of Prime's FUM, clients remunerate Prime directly, not as a commission from a fund manager or product supplier  The changes will be

  8. Slide 8: Strategy

    Strategy For personal use only Financial Planning (FP) & Self Managed Super (SMS)  Build New Financial Planning FUM & New Clients - Promote ‘One Stop Shop' offering for FP & SMS through Accounting Firms (Wholesale) - Source new offerings for prospective clients (Wholesale) - Integrate AS & SMS Inve

  9. Slide 9: Targets

    Targets For personal use only Longer Term  Target $1.5B - $2.0B FUM - $2.0B FUM = operating margin of circa 60% - Currently $1.070B FUM (September 2010) Shorter Term  Build New Financial Planning FUM by $80.0M - $100.0M + (Annually) - On target in FY11  Consistently increase EBIT & Operating Marg

  10. Slide 10: 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

Prime Financial Group — Shareholder Meeting (October 2010) on 6ix