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About Clark PacificCreating Financial Certainty • Investment Advice & Implementation • Asset Protection & Estate Planning • Debt management& Placement
History & Capability • Privately owned for over 12 years • Eight (8) staff • 2012 & 2014 Advisor of the year finalist
B Joe Chairman and Chief Executive Officer
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Qualifications
Bachelor of Economics
Graduate Diploma Applied Finance & Investment
Certified Financial Planner CFP ®
Stanford Graduate School of Business
Experience
12+ years as Financial Advisor to high net worth individuals
Finalist (top 6 in Australia) Advisor of the year 2012 & 2014
Member of industry advisory boards and profiled/quoted in media
Your Support Team
Investment & Superannuation paraplanning and implementation More than nine (9) years with Clark
Pacific and more than fifteen (15) years financial services experience
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- Kalai Aravindan - - Linda Sparks -
Personal Risk & Asset Protection paraplanning and implementation
Eleven years with Clark Pacific, twenty (20+) years industry experience
Clients have direct access to support
MobileEmail
The Clark Pacific Process
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Initial Meeting
Data Collection
Modelling & Advice
Implement Investment Monitoring
Review & Adjust
Agree Engagement
Can we add value Mind Map
aspirations & objectives
assets, liabilities & cashflow
Fee for Service Written agreement
Implement agreed strategy
Recommended strategy, alternatives
& trade offs
Face to face meeting Adjust for changing
objectives, goals markets & legislation
Quarterly Investment Committee
Video Update Phone Call
Typical Client Advice Map
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How Clark Pacific Manages Money: Model Portfolios
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Quarterly Investment Committee • Tactical asset allocation • Agree investments & managers • Quarterly meeting and update
Absolute Return Model Portfolios • Capital preservation is paramount • Performance to cash, bonus to cash • Interests aligned to client
Personal Risk & Asset Protection
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Detailed research • Policy features and benefits • Policy wordings • Insurer Sustainability • History of paying claims • Ease to place new business on “standard terms”
Personal Insurances: • How much cover • Policy Structure • Which insurer (access to 10)
Personal Risk & Asset Protection
• Estate Planning • Wills with Testamentary Trusts • Enduring Power of Attorney • Enduring Guardianship
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Adviser / Client Meeting
Review &
confirmation
Draft Documents
Goto Meeting
Final Documents
Document StorageData Input