2017 SPONSORSHIP PROGRAM A WEALTH OF KNOWLEDGE A WORLD OF POSSIBILITIES

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1 2017 SPONSORSHIP PROGRAM A WEALTH OF KNOWLEDGE A WORLD OF POSSIBILITIES

2 CONTENTS WELCOME SPONSORSHIP PROGRAM SPONSORSHIP ACTIVITIES SPONSORSHIP PACKAGES CONTACT US SPONSORSHIP PACKAGE AGREEMENT FORM TERMS AND CONDITIONS Partners Wealth Group Pty Ltd ABN Head Office: Level 13, 636 St Kilda Road, Melbourne VIC PO Box 6852, Melbourne VIC T E pwg.com.au Liability limited by a scheme approved under Professional Standards Legislation Melbourne Sydney Perth PRPIA Pty Ltd, (ABN ) trading as Partners Retirement Planning & Investment Advisors, is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Partners Wealth Group Partners Retirement Planning & Investment Advisors Partners Legal Partners Superannuation Services Partners Superannuation Technical Services Partners Aged Care Advice Partners Lending Partners Wealth Protection Guild Financial Planning

3 WELCOME TO PARTNERS WEALTH GROUP 2017 SPONSORSHIP Partners Wealth Group is excited to bring you our Sponsorship Program for 2017 providing your firm with exclusive opportunities to promote your business and develop sustainable relationships with our advisors, clients and referral partners throughout New South Wales, Victoria and Western Australia. We look forward to fostering continuing relationships and forging new ones through our varying levels of Sponsorship. Those companies who were part of the 2016 Sponsorship Program saw great benefits by aligning their business with a firm that invests in continual improvements in client servicing and business efficiencies and it was a privilege to partner with key businesses in achieving shared success. As part of the 2017 Sponsorship Program you will be provided unrivalled access to our key events and the opportunity to raise your company s profile throughout our existing business networks. The Sponsorship Program runs from 1 January 2017 through to 31 December 2017 and offers flexibility to suit your business requirements and budget. If you have any questions or would like to discuss participation in the 2017 Sponsorship Program, please contact me on Kind regards Mathew Cassidy Managing Director Partners Wealth Group 3. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

4 A FIRM WITH A STRONG REPUTATION Partners Wealth Group is one of Australia s leading business and financial advisory companies. Established in 2003 with the head office in Melbourne, the group has grown to 85 staff across nine business/advisory divisions and state offices in NSW, WA and VIC. The group provides investment advice, retirement planning, SMSF expertise, wealth protection, aged care advice, finance lending, commercial leasing and legal services. Our group manages over $1 billion under advice for high net worth individuals, business owners and organisations and has a proven track record in providing complete intelligent investment advice solutions tailored to their specific and broader financial needs. As part of our holistic client advice process all aspects of protecting and growing our clients wealth is considered and covered. Partners Wealth Group has over $10 million of in force personal insurance premiums. Our clients benefit as they are able to focus on key organisational issues with the assurance that their investments are managed by a Certified Quality Advice Practice. This award is based on industry qualifications, demonstrated best practice business operations and proven success in meeting the financial needs of clients. House of specialists With Partners Wealth Group, you not only have a dedicated advisor but access to a full team of specialists in various fields of expertise who work together to turn even the most complex financial goals into smarter solutions. Clients benefit with the flexibility of standalone financial, legal and lending services or a full bespoke package to meet all their financial management needs. What makes us truly unique is our ability to provide innovative advice and services not only to individuals, but also to businesses around Australia via commercial advice relationships with accountants and other trusted advisors. Our unique approach means that small to medium-size accounting practices can extend the services they provide clients. This allows them to build deeper client relationships that help them achieve their financial goals that even extend to the next generations. Our philosophy and brand promise The philosophy behind how Partners Wealth Group works is taken from nature and is a critical part of our brand and service culture. Flying alone rarely achieves the same outcome as when working as part of a team, which is why geese fly in a V formation or echelon. Together they increase capacity by 71% to fly further, share their strengths, rotate leadership to ensure the team remains fresh, engaged, motivated and skilled, and communicate effectively to stay on their flight path. Partners Wealth Group can provide scale, capacity and expertise to meet clients needs from simple member financial plans to more complex business, taxation, legal and property financial arrangements. For more information visit pwg.com.au 4. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

5 SPONSORSHIP ACTIVITIES Partners Wealth Group offers a selection of sponsorship packages to provide you with the best possible opportunity to develop and maintain mutually beneficial relationships within our group and financial advice network. They include opportunities to participate in a range of activities throughout 2017 that include: Super Day 2017 VIC, NSW, WA Elite Advisor Forum and National Advisor Conference Updated advisor contact lists enewsletters and advertising opportunities Associate Advisor Academy Program Fortnightly tele/video conference Client investment seminars Accountant technical seminars Joint Venture (JV) introductions Sponsor hosted advisor networking functions Christmas party Super Day 2017 The Super Day Conference 2017 a Partners Wealth Group premier event provides accountants with practical skills and specialist knowledge to help their SMSF clients. Nine years running now and growing from strength to strength each year, the last Super Day series was a sold-out event with over 300 accountants attending across the state venues. The program agenda includes presentations from specialists enabling accountants to remain at the peak of their industry and gain CPD points recognised by the SMSF Association. It is an event that attracts publicity from growing media interest and which is already reputed as being one of the leading SMSF events on the calendar. The conference is promoted to over 2500 accountancy practices. For the 2017 event, more than 400 paid registrations are anticipated for the roadshow that will be held in Melbourne 17 March, Sydney 9 March and Perth 14 March. Sydney and Perth are both half-days. The main full-day event will be at the home of Melbourne sports The Melbourne Cricket Ground. This is a unique opportunity for your organisation to target a niche demographic of small to medium-sized accounting practices. Promotional opportunities are further detailed in the Sponsorship Package levels. Elite Advisor Forum and National Advisor Conference The Elite Advisor Forum provides an opportunity for your organisation to present and work with all our advisors across the states as we come together to discuss important areas in the financial planning process. Advisors learn about key technical updates, legislative changes, market movements and the impact on clients goals, financial objectives and their investment portfolios. Advisors also gain valuable insights from industry specialists on strategies deployed that enable them to add economic value to our clients wellbeing. 5. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

6 We also hold: National advisor conference scheduled for July 2017 Fortnightly tele/video conference for our advisor network. These days are compulsory for all advisors and provide an opportunity for our sponsors to showcase their technical expertise and value proposition to Partners Wealth Group s advisors who are all Authorised Representatives. As you would appreciate, we expect these sessions to provide relevant educational content above that which is usually delivered to our Authorised Representatives in your visits to their offices. To uphold the quality and educational value of these presentations our board reserves the right at all times to accept/reject any presentation offered by your company. We typically ask fund manager/product supplier partners to submit their presentations one month prior to our training days and conferences for our board s consideration. Your session may be stand alone or in a panel format at the discretion of our board. Participation provides you with the opportunity to build on the relationship you have with Partners Wealth Group advisors and highlights your commitment to us as a strategic partner. Updated advisor contact lists Sponsorship partners will have direct access to the Partners Wealth Group advisor network through updated contact lists. This will include contact details for all our joint venture partners on a national basis. Monthly enewsletters Partners Wealth Group sends the following monthly educational and informative enewsletters tailored to our audiences: Partners Outlook for investment clients Articles on investment markets, strategies to help them achieve their goals at various life stages, economic updates, guidance on wealth protection, intergenerational wealth transfers, as well as our popular Monthly Perspective. Super Tech Update for accountants Extremely popular among accountants as articles are short, educational and provide timely reminders and updates on key issues, deadlines, regulatory changes and guidance to help them effectively service their SMSF clients. Articles cover complete financial services eg SMSF administration, reporting, structuring, legal and tax requirements, including advice on how to safeguard their clients. 6. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

7 Associate Advisor Academy Program Partners Wealth Group has built an innovative and customised program to attract, develop and retain talented young employees who wish to pursue a career in providing quality financial advice. Participants will be from like-minded financial advisory firms and who meet a strict selection criteria. Having identified a gap among the current industry accredited courses, Associate Advisor Academy provides participants with mentoring and coaching facilities in the more softer skills of their profession including client engagement and business development to better equip them in gaining their clients trust and advocacy. The first induction was in February For 2017 the initial participants will continue to upskill with many transitioning into full time advisory roles. This is an opportunity for you to present and work with young enthusiastic participants who will be the future professionals of the advice industry. There are multiple activities to showcase your company s expertise and services, but most importantly assist us in growing the quality and professionalism of advice businesses. Communication update Fortnightly tele/video conferences National teleconferences are conducted fortnightly with our advice network to discuss key information economic updates, strategies, successful advice stories and the latest in product developments. Sponsors have dedicated opportunities to participate via teleconferencing with share-screen facilities or video-conferencing and provide an update on your investment products/services. Client investment seminars Client investment seminars are held twice a year for each of our state offices: VIC, NSW and WA. These are specifically designed based on client feedback to provide them with valuable updates on global and local investment markets, the effect on their portfolios and help raise their level of understanding on investment strategies so they can make better informed decisions. Importantly they are also a social element for us all to share a drink and chat in a relaxed setting. We encourage you as sponsors to discuss with us how you would like to be involved in these important client evenings. Accountant technical seminars Our popular technical seminar road shows for accountants occur twice a year and are held in Melbourne, Sydney and selected regional locations throughout Victoria. Each seminar combines three topical presentations and is held over breakfast, lunchtime and early evening sessions tailored specifically for the accounting community. These seminars educate and inform practicing accountants in the areas of SMSF advice, investments, superannuation, insurance and estate planning. Joint Venture (JV) introductions We currently have nine joint ventures, culminating in over $200 million in funds under advice. You will have the opportunity to meet with these businesses to showcase your products and services with a dedicated Head of Strategic Relationships and general managers of those businesses to assist you. 7. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

8 2017 SPONSORSHIP PACKAGES We offer three sponsorship levels offering various levels of exposure and opportunities to promote your business through our range of activities as previously described. Promotional activities within each sponsorship level are listed below. Platinum Sponsorship Package $7,000 plus GST - Only 4 available Super Day VIC, NSW, WA - Sponsorship recognition in all event marketing, including web and campaigns - Inclusion of marketing material in delegate packs - Dedicated booth on-site exhibit display (Melbourne only) - An advertisement on the conference screen (during registration or lunch break eg 60 second video, or powerpoint slides) - Complimentary tickets: 3 to the Melbourne event, 1 to Sydney and 1 to Perth (conference tickets are Melb $300, Syd/Perth $100) - Additional discounted tickets: Melb $230pp, Syd/Perth $70pp Elite Advisor Forum x 1 and National Advisor Conference - Presentation, logo recognition and signage Updated advisor contact lists enewsletters 2 educational articles, 2 banner ads Associate Advisor Academy Program Logo recognition, signage and presentation opportunities Fortnightly tele/video conferences 2 presentations Client investment seminars - Opportunity for your economist/portfolio manager or technical strategist to present - Hosting opportunity - Inclusion of marketing materials in delegate packs - Logo recognition Accountant technical seminars - Opportunity for your economist/portfolio manager or technical strategist to present, - Hosting opportunity - Inclusion of marketing materials in delegate packs - Logo recognition Sponsor hosted advisor networking function Joint Venture (JV) introductions Christmas party Invitation to attend and celebrate the year s end with our staff 8. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

9 2017 SPONSORSHIP PACKAGES Silver Sponsorship Package $5,000 plus GST - Only 6 available Super Day VIC, NSW, WA - Sponsorship recognition in all event marketing, including web and campaigns - Inclusion of marketing material in delegate packs - Dedicated booth on-site exhibit display (Melbourne only) - Complimentary tickets: 3 to the Melbourne event, 1 to Sydney and 1 to Perth (conference tickets are Melb $300, Syd/Perth $100) Updated advisor contact lists enewsletters 2 educational articles, 2 banner ads Associate Advisor Academy Program Logo recognition, signage and presentation opportunities Fortnightly tele/video conferences 1 presentation Client investment seminars - Inclusion of marketing materials in delegate packs - Logo recognition Accountant technical seminars - Inclusion of marketing materials in delegate packs - Logo recognition Sponsor hosted advisor networking function Christmas party Invitation to attend and celebrate the year s end with our staff Bronze Sponsorship Package $3,000 plus GST Super Day VIC, NSW, WA - Sponsorship recognition in all event marketing, including web and campaigns - Inclusion of marketing material in delegate packs - Dedicated booth on-site exhibit display (Melbourne only) - Complimentary tickets: 2 to the Melbourne event, 1 to Sydney and 1 to Perth (conference tickets are Melb $300, Syd/Perth $100) Updated advisor contact lists enewsletters 2 educational articles, 2 banner ads Sponsor hosted advisor networking function Christmas party Invitation to attend and celebrate the year s end with our staff 9. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

10 2017 SPONSORSHIP LEVELS 2017 SPONSORSHIP LEVELS PLATINUM $7,000 X 4 SILVER $5,000 X 6 BRONZE $3,000 Super Day VIC, NSW, WA Sponsorship recognition in all event marketing, including web, campaigns and on-site marketing Inclusion of marketing material in delegate packs Dedicated booth on-site exhibit display (Melbourne only) 60-sec Advertisement on conf screen (morning/lunch) Complimentary tickets: Melb 3, Syd 1, Perth 1 M 2, S 1, P1 Additional discounted tickets: Melb $230, Syd/Perth $70pp Elite Advisor Forum x 1 and National Advisor Conference Presentation, logo recognition and signage Updated advisor contact lists enewsletters 2 educational articles, 2 banner ads Associate Advisor Academy Program Logo recognition, signage and presentation opportunities Fortnightly tele/video conferences Presentations 2 1 Client investment seminars Oportunity for your economist/portfolio manager or technical strategist to present, hosting opportunity Inclusion of marketing material in delegate packs Logo recognition Accountant technical seminars Inclusion of marketing material in delegate packs Logo recognition Joint Venture Introduction Sponsor hosted advisor networking function Christmas Party Invitation to attend and celebrate the year s end with our staff 10. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

11 CONTACT US If you have any queries please contact a member of the Partners Wealth Group sponsorship committee: Sponsorship enquiries Chris Saunders T State Manager NSW E George Hluchaniuk T (03) Head of Wealth E Patrick Barry T (03) Head of Strategic Relationships E Mathew Cassidy T (03) Managing Director E: Marketing enquiries Leanne Mossman T (03) Marketing Manager E 11. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

12 SPONSORSHIP PACKAGE AGREEMENT FORM We agree to participate in the 2017 Partners Wealth Group Sponsorship Package as outlined below. We have also read and agree to the Terms and Conditions as contained in the document. Sponsorship Packages: (Please tick box). PLATINUM: $7,000 plus GST SILVER: $5,000 plus GST BRONZE: $3,000 plus GST) Sponsor details Organisation:.... ABN..... Postal address Authorised contact Position Telephone... Mobile We accept the sponsor package as negotiated and agree to these terms and conditions outlined with this Sponsorship Package. We agree to pay the sponsorship fee indicated, inclusive of GST, in accordance with the details provided. Signature Please scan and to Leanne Mossman: An invoice will be forwarded to you upon receipt of this page. 12. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

13 TERMS AND CONDITIONS 1.Definitions Application means an application to be a sponsor and exhibitor. Sponsor means any person or company allocated space by the Organiser of the event and includes all its employees, agents and representatives. Venue means Super Day 2017 Melbourne venue Melbourne Cricket Club (MCG) Organiser means the Partners Wealth Group Pty Ltd, its employees, agents and contractors. Application for Participation and Acceptance 2. A binding contract comes into existence in accordance with the Application and these Terms and Conditions upon the acceptance of the Application by the Organiser. 3. The Organiser has the right to reject or accept any Application. 4. Sponsor obligations The Sponsor will provide all necessary information and material required for the Organiser to carry out its obligations to the Sponsor, by the dates stipulated by the Organiser. The Sponsor will make good and compensate Venue for damage caused by any act or omission of the Sponsor or other persons arising from or in connection with the use of the exhibition venue by the Sponsor. The Sponsor must have the display space ready with all exhibits completed and available for display by the time specified by the Organiser before the opening of the Exhibition. Sponsors are responsible for any damage or loss of own goods and equipment left in the Venue or function area prior to or after the function and must secure all goods and equipment during the Event. All Sponsor deliveries to the Venue must be prior advised to the Venue and must be marked with the name and date of the Event and Sponsor. 5. Exhibition space: Standard fittings, design and signs The Organiser agrees to provide the exhibition table and fittings, as detailed in the Super Day Sponsorship Package provided, applicable to the sponsorship level selected. The Organiser will ensure that table positions will be allocated according to sponsorship value and on a first-come, first-served basis should the value be equivalent. 6. Assignment The Sponsor may not assign its rights under the agreement without the prior written consent of the Organiser. 7. Terms of payment The agreement will be terminated if the Sponsor does not pay the required fee at least 14 days prior to Super Day 2017 starting 9 March. In the event of termination by the Organiser, the Sponsor will not be entitled to any form of compensation. 8. Cancellation policy The Sponsor will not withdraw, cancel, alter or reduce in any way its Application. In the event of cancellation, a service fee of 50% applies. No refunds will be made for cancellations 30 days prior to the first Super Day event. After sponsorship has been confirmed and accepted, a reduction in sponsorship is considered a cancellation and will be governed by the above cancellation policy. 9. Insurance and Indemnity The Sponsor shall take out and maintain a policy of public liability insurance for an amount of not less than $5,000,000 during Super Day The Sponsor will indemnify the Organiser against any cost, claim, liability and expense to which the Organiser is in any way subject arising from or in connection with any act or omission of the Sponsor. 10. Compliance The Sponsor will comply with all applicable laws and regulations and all reasonable directions from the Organiser and the owner of the exhibition Venue. These terms and conditions of the agreement shall not be disclosed to any third parties without the prior written consent of both parties. 13. PARTNERS WEALTH GROUP 2017 SPONSORSHIP PROGRAM

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