Slide 1: Professional Standards Collaborative Partnerships
Slide 2: National Solutions Group
Strategies & Philosophies Current situation & Where do you want to be? Possible Solutions Current obstacles Memberships Group benefits
Slide 3: Strategies & Philosophies
We aim to: Develop long term relationships with you and your family to become your m0st trusted advisors Identify the lifetime objectives of our clients At all times, deliver services and advice that match these specific objectives Recognise the value of educating our clients
Slide 4: Strategies & Philosophies
Structure innovative partnerships between client and private advisors, designed to foster a “Superior Level” service and life time tailored planning Incorporating:
Professional standards, Collaborative Efforts and
Lifetime Relationships
Slide 5: Lifestyle & Financial Solutions
In simple terms we..... Identify financial & lifestyle objectives Calculate matching income & asset targets Identify current funding levels Assess: surplus, on target, shortfall Map out affordable strategies Conduct ongoing reviews and adjustment
Slide 6: Where are you now? Where do you want to be?
Slide 7: Australian Results at age 65....
Slide 8: One possible solution.
Investing in Residential Property
Buy & Hold Buy NEW real estate and combine the tenant income with the tax benefits to reduce your holding costs whilst attracting / participating maximum capital growth. Identify and manage risk.
Slide 9: Investment vehicle
Cash Deductions Interest Property costs
Unlock Equity B Rental Income Home loan Generates All income deposited Tax Credits Total deductions Non Cash Exp Depreciation Building allowance Fixtures & Fittings
A
Slide 10: $450,000
Buy 1 property today own it for 10 years 1 property
$900,000
$450,000
Buy 1 property every 2 years for 10 years 5 properties
$4,178,078
$450,000
Buy 1 property every 2 years and own for 15 years 5 properties
$5,910,000
Based on assumed Property growth rate of 7.2% per annum
Slide 11: Why is it so hard?
Slide 12: NSG Membership
We are applying for the position of your lifetime advisors
Slide 13: Why we’re called National Solutions Group........
Slide 14: Membership
Finance review with National Finance & Mortgage Solutions Personal review with National Accounting Solutions Access to valuable research residential properties Automatic membership in the Pre Release Club Access to property purchases at or below bank valuation National Investor Solutions will also conduct a protection cover review Membership in the NSG Group Newsletter NSG Buying group Ongoing access to your Private Client Manager Two individual taxation returns Attendance at a one day investment workshop (Property and Shares) Financial planning preliminary review 3 months free property management for any of your properties
Slide 15: Our Service and Value Guarantee:
We are so confident that you will be delighted with our offerings, that in the event that you are not completely satisfied that NSG has delivered the detailed services or value, over and above your membership fee, we will gladly refund your membership paid to date for that year
