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One third of Executive Mastermind clients have financial goals or need financial services to
achieve their goals. What better way to serve, than to provide those services, with the same level of excellence and
professionalism as all the other Executive Mastermind services?
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Financial planning is the perfect
add-on service for the Executive Mastermind. About one third of the Executive Mastermind clients have financial goals
and this enables me to work directly and effectively with those goals, like never before.
Our range of Investment vehicles and financial services has increased,
especially since the new Superannuation rulings in September 2007, enabling limited borrowing to purchase property through
Self Managed Superannuation Funds. We have developed a holistic strategy to enable a person to develop a self funding package
to perhaps allow an earlier retirement than they could have expected!
Whilst we have a complete financial services practice, our prime investment vehicle is a unique product, created
some years ago by a graduate of the original Executive Mastermind workshop programs. This product is an evolution of
the powerful, yet sophisticated "Buy and write" sharemarket strategy, turned into a passive investment vehicle that
still maintains the amazing yields, whilst making the investment passive for the investor. It's called PLANNED INCOME ENHANCEMENT STRATEGY - the P.I.E.S. program. It
works inside or outside of your SMSF! With
our PIES Investments Program, you can... 1. Create wealth now and for the future 2. Fund your
retirement 3. Double your initial investment and use the returns to make your whole investment portfolio debt
free! | |
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| | HOW DOES P.I.E.S. WORK?
The average share buyer
or trader buys shares as cheaply as they can, planning to hold them until the price rises so they can (hopefully) sell for
a profit. If the company has a profit distribution (dividend) in the meantime, they take that as a profit
too. All expenses and capital gains tax must come from the profits of trading, and that is only from the
sale of the shares IF they rise in value and the dividends received, if any, in that period. What we do is far greater
and much more profitable. 1. First, our funds manager and broker deposits
your funds into a cash management account 2.
Next, they double your funds with a margin loan 3.
Then they buy shares, with the assistance of the
research department of the fund manager’s research group, at the best possible price. These are shares
in high yielding, Blue Chip companies, in the ASX top 100 Australian shares index. 4.
Now, they sell “options” on those shares
and bank the proceeds into your management account (see example). The buyer of the option has the opportunity
to buy those shares from you only if the price rises so that you make a significant profit. 5. If the price increases enough, the shares are sold and they bank the profits back into your management
account. Then they buy more shares, with the original capital from the share sale. 6. If the price doesn’t increase enough before the option expires, they don’t sell the shares,
but they do sell another option for someone else to buy the shares if the value increases enough in the next option period.
They bank that money into your management account. 7.
When the company profits are paid to you as dividends,
they also bank that money into your management account. 8.
At tax time, they calculate the franking credits
on company tax paid and that comes off your income tax for the year. 9.
Your accountant calculates the tax deductions on
interest payments for the year and that goes against your income, lowering your tax bill even more. 10. Your
portfolio trading activity is recorded on your own website, with reports available for your viewing 24/7 to keep you up to
date with everything in your PIES wealth creation program. We provide monthly portfolio reports to you,
a summary of all relevant information and results on one, simple-to-read page.
We don’t gamble with money; we just bank your profits! For a full list of the meanings of these share market terms, see
the official ASX definitions on the Allied Financial Planning website - the link is below. To contact Ray Jamieson, complete the form below and send it in, we are waiting to hear from
you. |
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Ray Jamieson Dip F.S. (FP) Authorised Representative
Number 317940 Director of Learning Executive
Mastermind Trust ABN 72 449 267 566 0411 113 110
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