Managing Your Money Professionally

1. Landmark Financial Seoul Landmark Financial Seoul Kyobo Building 17th Floor, 1 Jongno, Jongno-gu, Seoul 03154, Korea Phone: +82 234784250 info@landmark.financial Managing Your Money Professionally What is professional wealth management, and how does it differ from other types of What is professional wealth management, and how does it differ from other types of investment management? investment management? Wealth management is a type of investment advisory that combines financial Wealth management is a type of investment advisory that combines financial planning, investment portfolio management, and other financial services to planning, investment portfolio management, and other financial services to provide provide a clear strategy that allows people to manage their money more successfully. Wealth a clear strategy that allows people to manage their money more successfully. Wealth management consultants can also work as independent certified financial planners, management consultants can also work as independent certified financial planners, chartered wealth managers, or any other credentialed professional money manager chartered wealth managers, or any other credentialed professional money manager w whose goal is to help long hose goal is to help long- -term investors build their wealth term investors build their wealth landmark financial landmark financial seoul seoul. . When does it make sense to hire a wealth manager? When does it make sense to hire a wealth manager? Many small company owners turn to wealth management advisors for help with retail Many small company owners turn to wealth management advisors for help with retail banking, estate planning, legal resources, taxation, and inve banking, estate planning, legal resources, taxation, and investment management. stment management. People may make their money work harder for them by hiring a skilled, strategic People may make their money work harder for them by hiring a skilled, strategic personal finance director, allowing them to spend more time enjoying themselves. personal finance director, allowing them to spend more time enjoying themselves. Many people with a lot of money have little time, so a personal financial pl Many people with a lot of money have little time, so a personal financial planning anning service may help them turn their money into a more fulfilling existence. service may help them turn their money into a more fulfilling existence.

2. What are the methods used to do this? What are the methods used to do this? • • By keeping financial data including balance sheets, profit and loss statements, By keeping financial data including balance sheets, profit and loss statements, and cash flow statements up to date on a regular basis and cash flow statements up to date on a regular basis. . • • Creating cash flow estimates and a re Creating cash flow estimates and a re- -evaluation as time goes on evaluation as time goes on • • Evaluating the profitability of current enterprises and determining the possible Evaluating the profitability of current enterprises and determining the possible return on investment in future ones. return on investment in future ones. • • Assisting with the management of assets and liabilities on the Assisting with the management of assets and liabilities on the balance sheet balance sheet • • Analyzing income to calculate cash flow and determining the best way to use more Analyzing income to calculate cash flow and determining the best way to use more revenue revenue • • Examining existing outgoing expenditures in order to reduce inefficiency and Examining existing outgoing expenditures in order to reduce inefficiency and waste. waste. • • Identifying possible hazards and developing a risk manageme Identifying possible hazards and developing a risk management strategy. nt strategy. • • Managing taxes and determining the most cost Managing taxes and determining the most cost- -effective tax cuts. effective tax cuts. • • Putting together a team of specialised experts with expertise ranging from Putting together a team of specialised experts with expertise ranging from taxation to law. taxation to law.

3. • • Meetings with board members on a regular basis to provide open lines of Meetings with board members on a regular basis to provide open lines of communication, coherence, and guidance communication, coherence, and guidance landmark financial seoul review landmark financial seoul review. . • • Provide full reporting and benchmarking against the original strategy on a Provide full reporting and benchmarking against the original strategy on a regular basis. regular basis. • • Take all necessary steps to guarantee that you Take all necessary steps to guarantee that your financial and legal obligations r financial and legal obligations are satisfied on a regular basis. are satisfied on a regular basis. • Assist in the financial administration management process. Assist in the financial administration management process. One of the most effective methods to ensure your financial future is through One of the most effective methods to ensure your financial future is through professional wealth management. By guaranteeing professional wealth management. By guaranteeing a financial future for yourself and a financial future for yourself and your family, you'll have more time to accomplish the things you love and that we your family, you'll have more time to accomplish the things you love and that we should all strive for. Too many individuals in high should all strive for. Too many individuals in high- -paying jobs lose sight of the paying jobs lose sight of the broader picture and fail to contemplate the genuine worth broader picture and fail to contemplate the genuine worth of life that may be of life that may be realised by working with a personal financial director. realised by working with a personal financial director.