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Collaboration Collaboration is a strategy enabling highly diversified teams to work together — inside and outside an organisation both physically and virtually — to create value through expedited innovation, enhanced (customer) intimacy and increased efficiencies. Defining collaboration as a strategy enables customers, consultants and vendors to compare and contrast the means and risks of enabling that strategy

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Welcome, Success Partners! Our ultimate goal is to raise the financial intelligence of the nation, so we’re truly grateful for your added support in this mission. With your help, we can reach out to more Australians who want to have a comfortable retirement and better lifestyle.

As you know, relying on the pension alone is not enough. But most Australians don’t know that. They retire thinking that pension cheques could cover every expense they might have. But in reality, this is like living in the extreme.

How could $22,500 per year be enough for anyone? That’s $430 per week — not enough for any ordinary household to live by! That’s the worst way to reward themselves after working for years.

The sad part is there’s no way for them to learn this fact. Investing is not a required course in primary or secondary school. Unless they have studied accounting at university, chances are, investing might not even cross their mind.

With you, we can overcome this knowledge problem.

We strive to help people know the things they should know about investing and retirement. We believe our partnership can bring positive changes to the lives of ordinary Australian families.

Good things lie ahead of us, and we are excited to forge new paths with you.

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The Frontier ClubJoin forces with like-minded businesses with the intention of adding incredible value...

At JDL Strategies, we believe that collaboration is a driving factor for all successful businesses, and we’d like to thank you for becoming a part of our JDL Strategies Alliance Program — The Frontier Club.

The Frontier Club is a result of our desire to work with you and build better relationships. Why is this important to you?

Because apart from raising the financial intelligence of a nation, this could mean additional income streams and growth for your business.

Working together with our club members all over Australia, we aim for you to achieve greater wealth and widen your professional networks through active collaboration.

Exceptional client service is our lifebloodWhat makes JDL Strategies stand out is the relationships we develop with our clients, the unparalleled service our whole team offers and the amazing results our clients take away with them. The hundreds of clients we’re helping to become millionaires — including you — are what drives us to be excellent. Our core philosophies define the level of our service and position us well in the marketplace.

These core philosophies have created a culture of client service that is the lifeblood of the day-to-day operations at JDL Strategies. We aim to:

• Develop the financial intelligence of our clients

Our team at JDL Strategies have a passion for empowering people with something we describe as ‘financial intelligence’ — a deep understanding of the fundamental principles of wealth creation in a capitalist economy.

• Work for the client, not for the product

Working for the client is totally different from working for a particular product or service. It means we design strategies and services to adapt to the unique needs of every client. These core philosophies are very evident in our work culture. We structure everything we do around them, from our internal operations to the presentation of reports to the client. Everything we do starts and ends with them. So when a client engages with us, we consider them embarking on a journey with us.

It is our goal to make their journey educational, challenging and inspiring.

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Julio De Laffitte:Hunger For Success Julio arrived in Australia with no English, no knowledge of the Australian business culture, no business contacts, and no starting capital. Within seven years, Julio had mastered the language, attained a commerce degree and diploma in financial planning, and built substantial business interests with an enviable net worth.

Now he’s a multimillionaire eager to raise the financial intelligence of Australians and New Zealanders. He teaches the same strategies he used himself to build a massive property portfolio.

Julio is a serial entrepreneur with multiple businesses and initiatives. In January 2015, he took 106 entrepreneurs to Antarctica for an eight day think tank and epic adventure with the group he founded known as Unstoppables. The Unstoppables entrepreneurial movement has gained world-wide attention and continues to grow with Julio’s guidance.

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Why partner with us?JDL Strategies is in the business of creating multi-millionaires. No nonsense, no excuses, and no inefficiencies! This is what your partnership with JDL Strategies can achieve for you and the people you refer. As our partner, you can get numerous incentives, including the following:

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Meet new proactive business partners

Knowledge that you are increasing your client’s wealth

Be rewarded for your business

Increase your real wealth

Increase your service offering through JDL Strategies wealth creation

Improve the value of your new business network

Hold quality business conversations within trusted networks

We will never engage anyone who would not benefit from being our client.

We guarantee the benefit must be greater than the costs and we must be able to deliver. Through our seasoned team of specialists, the client will experience an integrated service of wealth creation tailored to their individual financial situation.

We will do the hard part!

Our partnership is extremely important to us, which is why we can’t overestimate the specific role of the

Client Manager (CM). The CM coordinates the various activities required for a successful engagement process, taking away all of the ‘doing’ from you.

One of the initial tools we use with potential clients is the ‘Financial Wealth Check’ — a snapshot, projection report showing the client the power of possibility.

Once the client receives the Financial Wealth Check offer, the CM will present a thorough breakdown of all of the services and fees, together with a plan of action for interested clients.

What's in it for your clients? People often see their business or employment as their sole means of income. The aim of this partnership is to give each client access to knowledge and strategies to create wealth. After all, there is a big difference between earning an income and creating wealth!

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What is a Financial Wealth Check?The Financial Wealth Check is an innovative, financial analysis and forecasting system developed by a consortium of like-minded Australian financial services companies. These companies share a common desire to empower clients with a succinct, easy-to-understand snapshot of their financial circumstances.

Your Financial Wealth Check combines decades of finance industry experience and employs proprietary software to analyse and present the results in a unique and powerful manner.

JDL Strategies recognises the importance of your relationship with your clients, which is why we strive to work with you on building these relationships. To make our alliance with you successful, we need to have clear guidelines regarding the nature of our relationship and the expectations of both parties.

JDL Strategies believes in creating long-term alliances, and the only way to do this is to have a mutually beneficial system that delivers results to all concerned. As part of this offering of service, we need to be an active part of your team.

Working hand-in-hand

What is involved?We have developed a number of services you can offer to your clients to provide them added value. These include:

Financial Wealth Check

One-on-one meetings (between your clients and a Client Manager)

Event Invitations.Special finance-orientated

educational events

Marketing Material

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THE Marketing StrategyThere are any number of strategies we can undertake to introduce potential clients to JDL Strategies. Just to name a few, we can:

· Initiate a letter/email campaign at regular intervals (nominated by you)· Organise and conduct an event — content is to teach principles of wealth and finance, (on site during work hours, or off-site)· Contribute to your business newsletter· Provide you with marketing material to send to your clients· Create online RSVP system for your clients to register for events

Tell us what would work best for you and which strategies are better to reachyour client base. As our relationship develops, we will continue to talk to youabout these services and how best to integrate them.

You are invited to a special event marking the end of the financial year that was ‐ and a celebration of what

lies ahead.If you are already an alliance partner with JDL Strategies, would like to be, or you simply want to improve

your bottom line then you must attend this event.Our 'EOFY Party' has the potential to make your next year even better and we want you to be part of it. We

invite you to join us at Doltone House, one of Sydney's most glamorous award winning venues

where you will hear from some of Sydney’s leading invesment strategy experts.

With the spectacular CBD Skyline and Sydney Harbour waterfront as your backdrop you will hear the latest

information on the state of the economy and those who are single‐handedly working to increase the

financial intelligence of Australia.In addition you’ll be introduced to our alliance program

called The Frontier Club.

THE FUTURE OF MONEY

Engagement ProcessThe Client Manager will be the powerhouse campaigner. Their role will be to work with you to set up all aspects of the communications process. We know that for a campaign to be successful, you must do the initial invitation process, which you can do by sending them email invites to one of the following:

Presentations

• Clients are invited to attend a day/evening presentation where they can relax and learn how to make their money work harder for them, and understand the concept of the JDL Strategies Chain Reaction™.

• Your clients will have the opportunity to complete a Financial Wealth Check and make a one-on-one appointment at the end of this meeting, which is completely complimentary and obligation-free.

Round Table

• This is a group appointment with multiple potential clients where our team presents the Financial Wealth Check and explains the concept of the JDL Strategies Chain Reaction™.

• Qualified clients will have the opportunity to engage during this meeting and consult with an expert in a one-on-one appointment at the end of the meeting.

One-on-one Meetings

• This process generates an appointment with a potential client and a CM where our team presents the Financial Wealth Check and explains the concept of the JDL Strategies Chain Reaction™.

• Qualified clients will have the chance to engage and discover more specific things about their wealth potential during this meeting.

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The JDL group

Unstoppables is a movement dedicated to igniting entrepreneurial spirit and taking entrepreneurs, business owners and investors to the next level through the power of collaboration, which we know is a necessary ingredient for success. Our extremely unique experiences held throughout the world bring together the greatest hearts and minds of our time; everyday people, doing extraordinary things. We inspire in order to create great businesses from good ideas and we openly seek to prosper. Most of all, Unstoppables want to ensure our world has a sustainable future that can be enjoyed by generations to come. unstoppables.com.au

JDL Group consists of financial planning, insurance, broking, finance, accounting, technological, superannuation, and fund management affiliates.

JDL Finance Australia JDL Finance Australia draws on an intimate knowledge of the sector and has access to a vast array of lending products

to help clients streamline their financial arrangements, paying out personal debt sooner and simultaneously funding a balanced investment portfolio. JDL Finance Australia is completely independent and is fully accredited with the Mortgage Industry Association of Australia.

Voyager Wealth ManagementAuthorised Representatives of The Financial Link Group Pty Ltd (AFSL No. 240938, Voyager’s highly experienced

advisors provide total financial planning solutions encompassing investment, superannuation and retirement and risk management, among others. They provide clients with unsurpassed access to financial information and products. voyagerwealth.com.au

JDL Property ResearchThe experienced team at JDL Property Research sifts through a vast array of property market and other

data and spends considerate time ‘on the ground’ to pinpoint locations and projects positioned to deliver specially strong capital growth, low vacancy rates, and high rental returns for investors.

Your Future Property ManagementThe YFPM team provides specialised Property Management services with a

focus on maximising the performance and growth of their clients’ assets. Having an experienced property manager is an essential part of owning a residential investment property. Managing your property without enough experience can lead to financial and emotional problems. This is why property owners choose to use Your Future Property Management to ensure their asset is protected. After all, no investor would want to leave their financial future to just about any other property management professionals. yfpm.com.au