IMPERIA

IMPERIA

WealthCreators

for

Imperia Group is an integrated financial services firm for successful individuals, families and businesses.

We simplify financial affairs, protect and grow wealth through personalised service and expert advice.

For Wealth Creators

2

3

IMPERIA

3

IMPERIA

At Imperia Group we are passionate about the need of those who make the decision to build wealth, to seek proper advice.

We are here for you when you need guidance, inspiration or direction. Building wealth and protecting it to secure a stress free future

needs a plan. Whether through property, business or superannuation, investing requires some level of risk relevant to the targeted reward whilst conservatively ensuring you don’t get caught in adversity.

Our aim is to help you to avoid time-consuming liaison between many professional firms and provide everything you need to succeed personally or in business.

Our objective is to understand your needs and deliver our services directly to you. Whether one or more of our offerings are required, our primary goal is to provide a positive and personal experience for you.

Why choose Imperia Group?

Imperia Group’s team of advisers are forward thinking yet respectful of proven strategies which stand the test of time.

Imperia Group is known for:

Impartial Advice.

We treat your personal, family and business affairs as if they are our own and provide impartial and quality advice.

Transparency.

We maintain total transparency in all of our dealings with our clients.

Commitment.

We care about you. We are committed to helping you succeed.

For Wealth Creators

4

Our Offering to You

Professional delivery of advice and service by experts.

Integrated services means more time for you.

Ethics and professional standards.

Our Partners have been helping individual and business clients to build and protect wealth for over 30 years.

This depth of expertise helps us to better understand the diverse issues you may face in life and business.

We strive for excellence in what we do and uphold the highest level of professional standards in all of our dealings with clients.

I ntegrating all the professional services you need provides for additional benefits to you. We aim to save much of the

time normally consumed in research, building trust and project management of your affairs. This not only means a quicker turnaround, but also savings to your bottom line.

We strive for excellence in ethics and we abide by the professional standards set by our regulators.

5

IMPERIA

About Us

For Wealth Creators

6

Our Services

We are able to assist clients to achieve successful outcomes on projects including:

Financial Health Check

Auditing your financial affairs including loans, insurances, income expenditure and business planning to maximise the benefit of your hard work.

Tax Saving

Preparing a simple tax minimisation plan to put you in the best possible position at tax time.

Financial Security

In life there is plan A and plan B. Whether you are raising a family or planning to retire, you need to be financially ready for all possible outcomes. When adversity strikes you need to be prepared with adequate measures to protect your family.

Building an Investment Portfolio

Being finance ready and having a strategy is crucial before you buy your next investment. Let us arm you with the right advice so you can act with confidence.

1. Finance Planning 2. Financial Broking 3. Property Advice 4. Insurance Broking 5. Accounting 6. Legal Advice 7. Business Advice

Family Trusts, Superannuation and Distributing Wealth

Family Trusts and Self Managed Super Funds are a great way to distribute income and wealth among family by maximising returns and minimising risk and tax. Millions of people around the country are using some sophisticated but easy to understand strategies which we can share with you.

Snapshot of Services

7

IMPERIA

Our Process

To ensure our clients and their families are on track for success, we follow a detailed process which leaves no stone unturned.

1. Define Vision

2. Analysis

EmploymentBusinessTaxationInvestmentsFinanceInsurances

4. Strategy

Implementation

5. Review

Scope of AdviceAgree on StrategyAction PlanDocument ManagementProject Management

UpdatesNotification of ChangeRegular Review

ValuesPurpose of WealthGoal Setting

Current SituationForecastingStrategy Options

3. Develop

Wealth Strategy

IMPERIA

p (03) 9230 6550

f (03) 9230 6511

a 8/71 Victoria Crescent Abbotsford VIC 3067

p Po Box 181 Abbotsford VIC 3067

e info@imperia.com.au

w imperia.com.au