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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?

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!

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. 1.           First, our funds manager and broker deposits your funds into a cash management account
  2. 2.           Next, they double your funds with a margin loan
  3. 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. 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. 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. 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. 7.           When the company profits are paid to you as dividends, they also bank that money into your management account.
  8. 8.           At tax time, they calculate the franking credits on company tax paid and that comes off your income tax for the year.
  9. 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. 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.

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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