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Investment Service

m arcel.parrett@fitz.com.au +61 2 8090 1010. Investing in Australia with confidence. Speaker - Marcel Parrett. Investment Service. Agenda. Marcel Parrett & Fitzpatricks Why is Fitzpatricks here What services does Fitzpatricks provide. Disclaimer.

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Investment Service

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  1. marcel.parrett@fitz.com.au +61 2 8090 1010 Investing in Australia with confidence Speaker - Marcel Parrett Investment Service

  2. Agenda • Marcel Parrett & Fitzpatricks • Why is Fitzpatricks here • What services does Fitzpatricks provide

  3. Disclaimer This information is prepared by Fitzpatricks Dealer Group ABN 33 093 667 595 AFSL No. 247 429.The information in this publication is of a general nature only.  All information has been prepared without taking into account your objectives, financial situation or needs.  Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate for you. Past performance is not a reliable indicator of future performance. When we speak of our investment objectives, particularly for performance, it is very important to understand that these are not forecasts, promises or guarantees. They are simply our goals. The performance or success of an investment through our MDA is not guaranteed. You can lose as well as make money. Performance figures relate to each model portfolio designed by Fitzpatricks Dealer Group (‘Fitzpatricks’) with investment management implemented by one or more underlying investment manager selected from time to time and monitored by Fitzpatricks. Underlying investment managers and the details of each model portfolio have changed in the past and may change in the future and you should keep this fluidity in mind when considering figures. Investment manager history is available free of charge on request. Actual performance will differ among clients depending on the timing of their investment and the level of variation from the models. Figures are post Portfolio Management fees and expenses of Fitzpatricks and underlying managers. They do not take into account inflation or tax or adviser fees and assume reinvestment of distributions.

  4. Marcel Parrett • Principal of Fitzpatricks Sydney Pty Ltd • Certified Financial Planner • Over 23 years of experience in providing financial advice to high and ultra high net worth individuals and family groups

  5. Fitzpatricks Private Wealth AFSL 247429 • Founded in 2002 by John Woodley and Scott Fitzpatricks- both financial advisors and directors • National advisory firm with 45 advisers • Australian privately owned and operated professional services firm • Over AUD $2 billion funds under advice • Fitzpatricks’ board of directors help guide our business

  6. Board of directors – impeccable reputations

  7. Fitzpatricks: What we do? • Two key parts to our business: • 1. Financial advice service • Complex • Broad range of issues • Outcome focused • 2. Investment service – Risk Target Approach We work with a view that relationships are long term We have built a trusted network of financial and non-financial specialists We cover more than financial outcomes

  8. Why we are here • Team up with liked minded professionals • Significant Investor Visa service is an extension of Fitzpatricks‘ existing Expats and Foreign Nationals Service

  9. Snapshot: Significant Investor Visa • 188 Temporary Visa pathway to 888 Permanent Resident Visa • SIV commenced on 24 Nov 2012 • Hold complying investments min AUD$5m for 4 years

  10. Fitzpatricks’ SIV Service: Stage 1 Applications 1. Selecting Appropriate Visa Pathway Fitzpatricks’ SIV Service 2. Selecting Complying Investment Mix 4. Tax Advice Australia & China 3. Capital in AUD & FX Management

  11. Fitzpatricks’ SIV Service: Stage 2 Practical Decisions 1. Decide where to live 6. Premium Travel Experience 2. Rent or Buy Fitzpatrick’s SIV Service 5. Other: Health, Language, Home help 3. Children Education 4. Relocation Service

  12. Fitzpatricks’ SIV Service: Stage 3 Complying Investments 1. Investment Agnostic 1. Investment Agnostic Fitzpatricks’ Investment Approach 2. Client risk profile and objectives 4. Review complying status and keep up to date 4. Review complying status & keep up to date 3. Investment universe - all complying investments 3. Investment universe is all Complying investments

  13. Fitzpatricks’ Risk Target investment approach • Preservation of capital (not a guarantee) • Focus on risk first • Seek a more consistent investment return outcome

  14. Risk Targeted Investing Source: Atrium The Risk Targeted Approach seeks to provide clients with a more consistent return outcome over time (as designated by the green line).

  15. Where is the risk coming from? A portfolio of traditional asset classes may look ‘balanced’ …….. …..but in fact equity risk dominates all other risks Source: Atrium

  16. Fitzpatricks Risk Target Growth Portfolio

  17. Summary • Privately owned • Our advice focus wide and varied – personal CFO role • Outcome focused • Broad range of deliverables • Partner with a wide range of services providers • Unique Risk Target investment approach

  18. Premium Travel Experience

  19. Q & A

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