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About Clark PacificCreating Financial Certainty • Investment Advice & Implementation • Asset Protection & Estate Planning • Debt management& Placement

History & Capability • Privately owned for over 12 years • Eight (8) staff • 2012 & 2014 Advisor of the year finalist

B Joe Chairman and Chief Executive Officer

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Qualifications

Bachelor of Economics

Graduate Diploma Applied Finance & Investment

Certified Financial Planner CFP ®

Stanford Graduate School of Business

Experience

12+ years as Financial Advisor to high net worth individuals

Finalist (top 6 in Australia) Advisor of the year 2012 & 2014

Member of industry advisory boards and profiled/quoted in media

Your Support Team

Investment & Superannuation paraplanning and implementation More than nine (9) years with Clark

Pacific and more than fifteen (15) years financial services experience

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- Kalai Aravindan - - Linda Sparks -

Personal Risk & Asset Protection paraplanning and implementation

Eleven years with Clark Pacific, twenty (20+) years industry experience

Clients have direct access to support

MobileEmail

The Clark Pacific Process

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Initial Meeting

Data Collection

Modelling & Advice

Implement Investment Monitoring

Review & Adjust

Agree Engagement

Can we add value Mind Map

aspirations & objectives

assets, liabilities & cashflow

Fee for Service Written agreement

Implement agreed strategy

Recommended strategy, alternatives

& trade offs

Face to face meeting Adjust for changing

objectives, goals markets & legislation

Quarterly Investment Committee

Video Update Phone Call

Typical Client Advice Map

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How Clark Pacific Manages Money: Model Portfolios

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Quarterly Investment Committee • Tactical asset allocation • Agree investments & managers • Quarterly meeting and update

Absolute Return Model Portfolios • Capital preservation is paramount • Performance to cash, bonus to cash • Interests aligned to client

Personal Risk & Asset Protection

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Detailed research • Policy features and benefits • Policy wordings • Insurer Sustainability • History of paying claims • Ease to place new business on “standard terms”

Personal Insurances: • How much cover • Policy Structure • Which insurer (access to 10)

Personal Risk & Asset Protection

• Estate Planning • Wills with Testamentary Trusts • Enduring Power of Attorney • Enduring Guardianship

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Adviser / Client Meeting

Review &

confirmation

Draft Documents

Goto Meeting

Final Documents

Document StorageData Input