Prime Financial Group Limited · ASX:PFG

Prime Financial — Shareholder Meeting (October 2010)

9 slides from Prime Financial's shareholder meeting presentation, Oct 26, 2010

  1. Slide 1: Annual General Meeting Managing Director/CEO Presentation

    Annual General Meeting Managing Director/CEO Presentation 26 October 2010 National Financial Services & Advisory Group

  2. Slide 2: Summary

    Summary Overview  National Financial Services & Advisory Group  Financial Planning (FP), Self Managed Super (SMS) & Accounting Services (AS) - FP & SMS contribute approx 80% + (Currently 81%) - AS contributes approx 20% (Currently 19%) Financial Planning & Self Managed Super  FP Funds Under Manag

  3. Slide 3: Summary – FY10

    Summary – FY10 Financial  FY10 NPAT up 34% to $3.66M compared to normalised FY09  FY10 EBIT up 26% to $5.36M compared to normalised FY09  Final dividend of 0.75cps, equates to full year dividend of 1.5cps (66% payout ratio)  FY10 operating margin of 43% compared to 36% in FY09  FUM at 30 June 2

  4. Slide 4: Structure Chart

    Structure Cha PRIME FINANCIAL GROUP LTD | | Financial Planning/ Accounting SMSF Services Services 100% equity 100% equity ee Lo eecaeecoeeeaeecneceeeceeeeoee ——— . $1.0708 ' 1 Total «+ H FUM ' ' H ' = Direct to market retail 50% equity Up to 50% equity financial planning & SMSF { services = 500+ cli

  5. Slide 5: Summary Profit & Loss – FY10 v FY09

    Summary Profit & Loss – FY10 v FY09 FY09 FY10 % Change Financial Planning – New Business Revenue 3.00 3.31 + 10% Financial Planning – Recurring Income 6.40 7.35 + 15% Total Financial Planning Revenue 9.40 10.66 + 13% Accounting Services 2.50 2.53 + 1% Gross Financial Planning & Accounting 11.90 13.1

  6. Slide 6: Proposed Changes To The Financial Services Industry

    Proposed Changes To The Financial Services Industry  Proposed changes will not materially impact Prime or its current business model  For 80%+ of Prime's FUM, clients remunerate Prime directly, not as a commission from a fund manager or product supplier  The changes will be a positive for our ind

  7. Slide 7: Strategy

    Strategy Financial Planning (FP) & Self Managed Super (SMS)  Build New Financial Planning FUM & New Clients - Promote ‘One Stop Shop' offering for FP & SMS through Accounting Firms (Wholesale) - Source new offerings for prospective clients (Wholesale) - Integrate AS & SMS Investees further with FP

  8. Slide 8: Targets

    Targets Longer Term  Target $1.5B - $2.0B FUM - $2.0B FUM = operating margin of circa 60% - Currently $1.070B FUM (September 2010) Shorter Term  Build New Financial Planning FUM by $80.0M - $100.0M + (Annually) - On target in FY11  Consistently increase EBIT & Operating Margin - Expect to improve

  9. Slide 9: Contact

    Contact Simon Madder Managing Director / CEO Prime Financial Group Ltd Level 17, Como Office Tower 644 Chapel Street South Yarra VIC 3141 Tel 03 9827 6999 Fax 03 9827 9100 [email protected]

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