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Ericson Title Page

Laura Ericson & Bob Ericson, CFP are licensed and authorized presenters

of Dr. Lynda Falkenstein’s Seminar, Don’t Just Retire, REFORMAT!!TM

2What is important?

Providing Solutions for Family Wealth Management

What is important to you?

We listen to you and respond to your needs with innovative

thoughtful solutions

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What EFS Provides:

- A “Financial Road Map” and periodic “tune-ups”to identify the priority, timing & financing of your goals & plans.

-Custom tailored wealth management strategies to create a diversified, disciplined investment portfolio.

-Personal and business retirement, tax reduction and estate planning in a team approach with your other professional advisors.

4Thank

You!

Phone: 408-358-5850Toll Free: 866-247-7711 Fax: 408-358-5212

Bob Ericson, CFPPresident and Founder

Laura EricsonVice President

Providing Solutions for Family Wealth Management since 1984

17045 Pine AvenueLos Gatos, California 95032

BobEricsonEFS@comcast.net

5Brought to you by

Level 7, 140 William StreetSydney, NSW 2011

Phone:  02 9356 4088 Fax: 02 9357 4443

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Presented

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The Financial Pursuit SystemA clear and proven process to partner and financially guide our clients in the

pursuit of their lifestyle dreams

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The Financial Pursuit SystemThe Preparation (key details)

The Framework

The Blueprint

The Action

The Navigation

The BriefThe Process

The FormaliserThe ImplementationThe Monitor

The SupervisionThe PackageThe Reassessment

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Services

- Regular Reviews

- Investment Planning- Risk Management- Retirement and Rollover Strategies- Remuneration Planning- Superannuation Advice – Personal and Corporate

- Seminars and Client Briefings

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Who Are Our Clients?

Selected salaried employees

Professionals

Owners of tightly-held businesses

RetireesSmall and mid-sized corporates

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Benefits

- Commitment to prompt service and attention, an honest, open and continuing relationship

- Emphasis on regular reviews of client plans

- Production of timely information to help with important investment decisions- Ensuring advice is in plain English

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Level 7, 140 William StreetSydney, NSW 2011

Phone:  02 9356 4088 Fax: 02 9357 4443

(A.B.N. 48 054 401 179) Licensed Dealer in Securities

Thank You!

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14Services

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Concluding

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Thank You

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FMS – Committed To Help Clients Achieve-

FMS – Committed To Help Clients Achieve-

- Financial Independence- Strategy & Performance

- Unbiased Advice- Security- Quality & Service- An Ongoing Relationship

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FMS ServicesFMS Services- Personal Financial Planning- Self Managed Superannuation Funds- Retirement Planning- Portfolio Management- Centrelink Advice- Life & Disability Insurance- Income Protection Insurance

- Estate Planning

- Business Funding Insurance

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The FMS ProcessThe FMS Process- Introduction

- Client Interview & Terms of Engagement

- Preparation & Presentation of Personal Plan

- Implementation Of Plan Strategies- Annual Portfolio Review- Regular Lifestyle Review- Ongoing Portfolio Monitoring

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Thank You

Level 1, 215 Greenhill Road Eastwood, SA 5063 Ph: 8272 1301

Thank You!

23Brought to you by

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Get Personalised Advice

This presentation is intended to provide general information only and does not have regard to

investor’s investment objectives, financial situation or needs. You should therefore consider whether what is said during this presentation is appropriate to your

individual objectives, financial situation or needs before you act on it. Investment advice should be

sought in respect of individual circumstances.

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SAL - TSUPER ABUNDANT LIVING - TOGETHER

Mission- Are you living your life mission or are you living someone else's? Discover your purpose in life. Take control of your life.

A systematic approach to taking control of your life:

The Power Within- How do you harness the power within to live this Super abundant life.

Principles / Values- Reviewing the principles of life and relating them to your values and character.

Gifts- Discover your gifts and competencies. Which do you enjoy using?Which do you want to develop?

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Accountabilities- Strategies to keep you on track, to maintain a balanced life, to help you achieve your full potential - a super abundant life. The support you need to be successful.

Vision- What is your vision for 5, 10, 20 years from now? What is your life vision?

Goals- Is your life in balance? Set goals for all areas of your life and especially for those areas that are important to you. Live a balanced life.

Budget- You have confirmed the areas that are most important in your life. But are they really? Confirm your priorities by reviewing these important resources: your finances, your time and your emotionalbank balance.

All call to action

SAL – T (cont.)

SUPER ABUNDANT LIVING - TOGETHER

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If you are not living your goals, You are living someone else's. Anonymous

Who I Am Today

My Life Experiences

My Talents / Gifts

My Specialness

What I Don’t Want To Do

My Life Purpose

What’s Important to Me

My Life Goals

Life Flight Plan

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Your Life

Your Life

Financial

Mental /Emotional

Creativity /Hobbies

ServingOthers

Spiritual

Health

Work

Spouse

Family

Social

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Why choose BankSA ?

• Yet small enough to care that your investment strategy is right for you.

• $17 billion funds under administration

• More than 120 Financial Planners with access to over 40 Fund Managers and 230 funds

• Backing of the St.George Group

• Funds like AXA, Colonial First State, MLC, Perpetual

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BankSA Financial Planning

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Concluding

32Brought to you by Tim and Rob

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Services

- Regular reviews

- Detailed Planning

- Superannuation & Rollovers

- Investment & Wealth Accumulation Strategies- Life, Trauma & Income Protection Insurance

- Investment Advice- Estate Planning

- Direct Share Service- Fee based service

- “Stocklist” methodology

Services

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Provide

- A “Financial Road Map” and periodic “tune-ups”to identify the priority, timing & financing of your goals & plans.- Custom tailored wealth management strategies to create a diversified, disciplined investment portfolio.

- Personal and business retirement, tax reduction and estate planning in a team approach with your other professional advisors.

We Provide

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Disclaimer

Prescott Consultants believes that the information contained in this presentation has been obtained from sources that are accurate, but it has not checked or verified that information. Except to the extent that liability cannot be excluded, Prescott Consultants accepts no liability for any loss or damage caused by any error or omission from this report. You should make and rely on your own independent inquiries.

This presentation is intended to provide general securities advice and does not purport to make any recommendation that any securities transaction is appropriate to your particular investment objectives, financial situation or particular needs. Prior to making any investment decision, you should assess, or seek advice from your adviser, on whether any relevant part of this presentation is appropriate to your individual circumstances.

Disclaimer

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Thank you Tim and Rob

37Brought to you by

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Concluding