IMAGINE LIFE. At TAG Financial we can provide a pathway to create your financial freedom so you can live the life you imagined.

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1 IMAGINE LIFE

2 Welcome to TAG Financial OUR PROMISE We make a promise to our clients that their personal and financial goals will always come first. Our approach is to provide you with a comfortable environment where you can be open about your current situation. Honest Advice You Can Count On 3. Invest Money - once we have worked with you to set aside a monthly savings goal, you will need to invest it. We will partner with you to provide sound financial advice based on your risk profile, and other factors that are important to you. We will continue to work with you on your short-term goals whilst considering your long-term aspirations. We sit down with you to develop a comprehensive yet personalised financial plan, helping you with everything from reducing debt to structuring complex investment options. IMAGINE LIFE Our goal is to help you create the financial future you deserve and dream about. We put you first and by doing that you will want to work with us. How can we help? We help you create the life you want by building financial wealth and independence by working with you through our 3 step process. 1. Make Money - before you save or invest, we work with you to understand your goals and what is important to you, taking into consideration what you are doing today and where you want to be. 2. Save Money - we will work with you to develop a proactive and realistic savings and financial plan that meets your current financial responsibilities yet also starts to create a financial pathway for the life you imagine. At TAG Financial we can provide a pathway to create your financial freedom so you can live the life you imagined.

3 The TAG Financial Experience TAG Financial is an industry leading financial planning firm providing financial solutions, for individuals, couples and families. So how are we different? We pride ourselves on offering straightforward financial advice that is tailored to your needs and that is easy to understand. With TAG Financial, you have direct access to an extensive team of specialists and support staff - when you work with us you have a relationship with the whole TAG Financial team. We believe that you should have an adviser you can trust to act in your best interest, an adviser who is attentive to your individual goals and an adviser who can guide you in the right direction. Trusted and attentive financial guidance. Innovative and appropriate advice, providing peace of mind through the protection and ongoing growth of your personal and business assets. TRUST ATTENTION GUIDANCE We build trust by doing what we say we are going to do by giving the type of advice that we would give to ourselves. We know that trust is a precious commodity so we build our relationship with you by acting in your best interests coupled with our ability to provide you with knowledge and expertise. T h a t w a y y o u h a v e t h e confidence that we will continue to keep our promises from keeping appointments, meeting agreed deadlines and returning phone calls. We understand that our clients are different and have unique needs and circumstances. Understanding these needs forms the basis for our advice and services and we create tailor-made solutions. Our genuine interest in where you are in your life means that we can be attentive and responsive. We take special care to understand what is going on so our advice and relationship with you is designed for you. Guiding our clients throughout various life stages and economic cycles is what we do. We deliver uncompromising high standards of advice, timely and will go the extra distance to ensure we guide you in the right direction. We will ask the right questions that genuinely impact your situation and back this up with technical skill and knowledge to develop the right solutions for you.

4 Our Advice Process The process undertaken when preparing your financial plan is a partnership with you. Your goals and objectives are unique to you so we spend the time to identify your lifestyle and financial goals. We will then develop and prepare a financial plan that suits your lifestyle and financial goals and will discuss it with you to help ensure that we have covered all your needs. With your approval we will then implement the plan and revise the plan regularly or when you experience life changes. The journey is one of mutual collaboration working together to achieve your goals and objectives. Discover) Financial'Informa-on'About'You'' Iden-fy) Your'Lifestyle'&'Financial'Goals' Prepare) Your'Financial'Plan' Implement) Your'Plan' IMAGINE LIFE Ongoing)Review) Regular'Review'

5 Our Services We offer a full range of services depending on where you are in your life. Whether you are accumulating wealth or enjoying it in retirement you need the right advice to help you manage and protect all that you have been working for. We can help you get established financially and put you on the right path from the moment you start working. We will be there for you throughout all the changes, ups and downs, stresses and success in your life. So whether you are just starting out, have delayed seeking professional financial advice until now, or are well on your way to financial independence, we can help you to ensure you don t miss out on future opportunities. Our aim is to guide you in growing, managing and protecting your wealth. Our clients are diverse and seek our advice and services to help them build, create and protect wealth. Financial Planning Personal & Business Protection Our TAG specialist advisers can direct you to the most appropriate personal and business insurance cover for all aspects of your life. We understand how difficult it is to wade through various policies and terms and conditions. Our role is to investigate, analyse each insurance policy against your criteria and prepare the best solutions for your needs. We provide advice on the following business and personal protection: Business Key Person Loan Protection Shareholder & Business Protection Business Expenses Insurance Personal Life Insurance Critical Illness/Trauma Income Protection Total & Permanent Disability (TPD) Superannuation including SMSF s Making the right choice for your superannuation can mean the difference between retiring confidently or having to work years longer. We can provide professional advice to ensure you make smart superannuation choices. Is an SMSF right for you? Most people spend their lives working and accumulating savings so they can enjoy their retirement doing things that they are passionate about. We help you make smart choices about your superannuation so you can live the life you imagined.

6 At TAG Financial, you have direct access to an extensive team of specialists and support staff that provide you with the type of advice, information, support and service you need. Your relationship is with the whole TAG Financial team. How Can We Help You? Your Team of Experts Your adviser will work with you to gain an understanding of your personal circumstances and who will work with you on defining your goals. They will meet with you on a regular basis to ensure that your financial goals are on track. Your paraplanner will conduct in-depth research into your financial position and also make sure that all technical aspects of your plan needs are addressed appropriately. Your client support team will manage all the paperwork to ensure that everything gets handled appropriately and seamlessly. At TAG we understand that all clients are different so talk to us today about your situation. Talk to us today about how we can help you live the life you imagined. IMAGINE LIFE

7 Phone: (02) Fax: (02) Web: tagfinancial.sydney TAG comprises two offices, Bella Vista in Sydney s north-west and Erina on the Central Coast. SYDNEY CENTRAL COAST Level 2, Suite 19, 6 Meridian Place Bella Vista NSW 2153 Suite 3:05 / 1 East Wing, Platinum Building, 4 Ilya Avenue Erina NSW 2250

8 IMAGINE LIFE Corporate Authorised Representative of Magnitude Group Pty Ltd ABN , AFSL This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information consider its appropriateness, having regard to your objectives, financial situation and needs.