The Vault

A Better Way to Manage Your Affairs

The VAULT came about after several years of market research and a general necessity for people to "get their affairs in order".As the general public reach higher standards of living and the western world becomes more complex by virtue of accessibility to the media, travel, internet and information exchange, so do our lives and the amount of paperwork and private administration that we need to do.

Most busy people don't have time to get themselves properly organized, thus missing out on all sorts of opportunities and wealth.

This is what the typical consumers' personal affairs look like:

• Is generally disorganized
• Has multiple and independent service providers / advisers
• Poor record keeping
• Generally confused by technical jargon / complex plans
• Misses out on "lost opportunities"
• Detests filling out forms / applications
• Wants to know what the winners do

The Biggest Blunder Ever

Investing is only one of these strategic areas.

To date the financial services industry has focused 90% of it’s effort on investment strategies.

Clever people manage all 7 strategic areas.

What happens when the other 6 are ignored?

In his key note speech at the 2004 ASFA conference, US Professor Thomas Garman reported that a person earning only an average $36,000 annual income will lose $790,000 over their lifetime, thanks to missed opportunities, delays and lack of comprehensive advice

So what are the seven strategic areas clever people manage

• Have their affairs very organized
• Have very clear Objectives and Goals
• Maximize their after tax income
• Minimize their cost of debt
• Consciously apply their income
• Have enduring strategies to grow their net worth
• Have a robust Risk Management framework
• And they always have the right help at hand. Smart people surround themselves with smart people. Smart people use the right tools and systems - the Vault.

-- Which, over a lifetime, ADDS UP

Will this Nightmare Ever End

Unfortunately, this is what customers really think of their advisory experiences to date:

Get the monkey off my back

"I have a constant feeling of guilt, that I didn’t act earlier — it stops me getting my act together at all, and now I feel like it could be too late."

Understand me

"How can someone really plan without getting to know me? The tick box of questions I went through doesn’t feel like an adequate description of me."

Share the process

"The decision-making and rationale need to be transparent before I will go forward on the decision. At the moment it feels too abstract."

Show me the journey

"I don’t have a plan as such, just a series of small investments without an overarching strategy. I would like to see a plan for the journey and the milestones"

Stay beside me

"When things were tough nobody contacted me to reassure me or ask whether I wanted to revisit any of my investments. They ducked out of sight until things started to improve again. I really need someone I can call on easily when I need advice or information."

What are smart people doing?

"I keep hearing about all these clever people who manage to get the best out of every situation. How can I do that?"

How to Become One of the Clever People

"Clever people get the right help to navigate this journey"

OLD SAYING: "A journey starts with the first step".

There must be some wisdom in this saying. People have been saying it for centuries.

If you want to take your first step on the journey to wealth creation and financial freedom using the Vault, send us your details and your "Financial Concierge" will be in touch with you.

You'll gain access to the Vault personally, with the assistance of the Financial Concierge, upload all your important documents once only. These remain secure in the vault, until you decide to allow, e.g. your financial adviser 30 minutes to access certain documents. This makes their job so much easier in pointing you in the right direction in your wealth creation strategy.

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