Wealth Report presentation slides<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

Wealth Report presentation slides<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

Wealth Report presentation slides<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

Wealth Report presentation slides<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

My Name Financial

Wealth Report presentation slides<Adviser’s Name>

<Adviser name> is an Authorised Representative of RI Advice Group Pty Ltd

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The RI Wealth Report

Are you one of the many Australians that find financial management daunting? Do you feel overwhelmed and therefore ignore your financial health? You are not alone.

We understand financial management can be time consuming and easy to ignore, often resulting in missed opportunities. We have developed an online tool that allows you to map your financial position and produce your very own Wealth Report.

Once complete, your current financial position is presented through an ‘easy to build’ online report.

It only takes about 15 minutes to complete online – simple!

Would you like to know what your net wealth is today?

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The RI Wealth Report

You may have family or friends who are unsure about taking the first step with their financial management – the Wealth Report is key to understanding where they are now, and where they want to be. We are happy to take your referrals.

Do you have friends, family members, colleagues who would benefit from a financial health check?

A highly personalised report that let’s you know where you are now, followed by a discussion with your financial adviser about where you want to be.

Takes you through different categories

• Family

• Income

• Lifestyle

• Assets

• Debts

• Home

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We are happy to discuss the Wealth Report further with you after our seminar this evening, or please call us any time to arrange a demo on <phone number>.

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Disclaimer

Important Notice

RI Advice Group Pty Ltd, ABN 23 001 774 125, holds Australian Financial Services Licence 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.

RI Advice Group Pty Ltd | ABN 23 001 774 125 AFSL 238429