Prime Financial Group Limited · ASX:PFG

Prime Financial — H1 2017 Earnings Presentation

15 slides from Prime Financial's earnings presentation, Feb 27, 2017

  1. Slide 1: 2017 Half Year Results Presentation

    For personal use only 2017 Half Year Results Presentation 27 February 2017 Helping clients protect assets Aspireand build wealth Innovate Grow

  2. Slide 2: Growth, Innovation, People

    For personal use only Growth Innovation People Photography by Takashi Kitaiima

  3. Slide 3: Who we are

    Who we are For personal use only Prime is an Integrated Accounting, Wealth Management and Capital Advisory firm that operates a B2C direct client advice model and a B2B partnership model with Accounting & Advisory firms Prime’s goal is for clients to receive complete Accounting, Wealth Management &

  4. Slide 4: 1H2017 Results Summary

    1H2017 Results Summary  Members of the Parent Entity (After Outside Equity Interest) For personal use only − Profit Before Income Tax up 12% to $2.15M compared to 1H2016 of $1.92M − Excluding Net Benefit from Restructuring Investments of $0.46M in 1H2016, Profit Before Income Tax up 47% to $2.15M c

  5. Slide 5: 1H2017 Results Summary

    1H2017 Results Summary For personal use only % CHANGE FINANCIAL RESULTS 1H17 $M 1H16 $M 1H17 v 1H16 Consolidated Entity Profit Before Income Tax 3.02 2.95 2% Profit After Income Tax 2.37 2.34 1% Members of the Parent Entity (After Outside Equity Interest) Profit Before Income Tax 2.15 1.92 12% Profi

  6. Slide 6: 1H2017 Results Summary: Detailed Financial Results

    1H2017 Results Summary For personal use only % CHANGE DETAILED FINANCIAL RESULTS Note 1H17 $M 1H16 $M 1H17 v 1H16 Wealth Management Income New Business Income Note 1 1.15 1.10 5% Recurring Income Note 2 3.61 3.72 (3%) Total Wealth Management Income 4.76 4.82 (1%) Accounting Income Accounting & Busin

  7. Slide 7: Income

    Income NOTE 1 % CHANGE For personal use only NEW BUSINESS INCOME 1H17 1H16 1H17 v 1H16 Investment Brokerage & Implementation Fees ($’000) 875 865 1% Life Insurance ($’000) 134 150 (11%) Other ($’000) 140 80 75% Total New Business Income ($’000) 1,149 1,095 5% NOTE 2 % CHANGE RECURRING INCOME 1H17 1H

  8. Slide 8: 1H2017 Results Summary: Summary Balance Sheet

    1H2017 Results Summary For personal use only SUMMARY BALANCE SHEET 31/12/16 $M 30/06/16 $M Current Assets Cash & Cash Equivalents 0.7 1.3 Trade & Other Receivables 3.2 1.6 Other Current Assets 1.5 1.4 Non Current Assets 5.4 4.3 Plant & Equipment 0.6 - Investments 51.6 46.8 Other 0.1 0.1 Total Assets

  9. Slide 9: FY2017 Progress & Focus

    FY2017 Progress & Focus For personal use only  Integrate MPR into Prime  Continue to proactively undertake acquisitions  Invest further in Technology and Prime Client Engagement Platforms  Build and market the Prime brand to support Complete Accounting, Wealth Management and Capital Advice  Con

  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

  11. Slide 11: Additional Information

    For personal use only Additional Information Helping clients protect assets Aspireand build wealth Innovate Grow

  12. Slide 12: Strong, Entrepreneurial & Experienced Board

    Strong, Entrepreneurial & Experienced Board The Board has the background, proven track record & vision to succeed For personal use only Simon Madder Peter Madder Paul Cowan Tim Carroll Managing Director Executive Director Independent Non-Executive Independent Non-Executive & CEO & CFO Chairman Direc

  13. Slide 13: Prime's business model

    Prime’s business model For personal use only Integrated Accounting & Business Advisory, Wealth Management & Integrated Accounting Capital& Wealth Management Advice ACCOUNTING WEALTH CAPITAL & BUSINESS MANAGEMENT ADVISORY B2C B2B B2C B2B B2C B2B B2C: Business to Client B2B: Business to Business

  14. Slide 14: Prime has a growing and connected ecosystem

    Prime has a growing and connected ecosystem for For personal use only Business Owners & Our Business  Family Groups Partnerships Our Clients receive: 1. Wealth Management & Superannuation Advice 2. Business and Personal; Planning, Management and Accounting 3. Protection for Business and Personal Ca

  15. Slide 15: Prime Financial Group Ltd

    For personal use only Prime Financial Group Ltd ACN: 009 487 674 Head Office Level 17, Como Office Tower 644 Chapel Street PO Box 6105 South Yarra VIC 3141 Tel: 03 9827 6999 Fax: 03 9827 9100 Client Services: 1800 064 959 clientservices@primefinancial.com.au www.primefinancial.com.au LinkedIn: Prime

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