Brad Booth

Who is Hartleys?
• Hartleys is a staff owned advisory firm that has been assisting West Australians for over 50 years. Hartleys have nearly $1b of Funds Under Management.
We are a Participant Member of the ASX and regulated by ASX and ASIC.

Who am I?
• Brad Booth has been providing independent financial advice for High Networth Individuals and Institutions for nearly 20 years.
• His team manages the financial affairs of 34 family groups and ensures that their financial house is in perfect order.
• Brad ensures that client remain on track to achieving their financial goals through high levels of client communication and deep understanding of their situation.

Who are our clients?
• People who believe in the value of professional advice and implement that advice to achieve their goals. – Delegator
• People willing to engage and understand the way we deliver value and allow us to do just that. – Business like
• People who actively refer their friends, family and colleagues as we deliver an exceptional experience to them. – They just “get it”

What is our plan?
Get your financial house in order in 12 months and keep it there.
1. Work with you to define your goals

2. Complete a plan to get you to your goals

3. Set out an action plan and checklist to achieve your goals

4. Ensure we use a tax effective structure - super, trusts etc.

5. Get your money working for you –Wholesale Investment Solutions.

6. Allocate assets to optimise returns and manage risk.

7. Manage your assets according to our unique Three Portfolio Approach.

8. Exchange traded options to generate additional passive income. Brad is a published author in this field.

9. Provide you with tax and progress reports. We use the Echelon Portfolio Management Service.

10. Ensure you have sufficient cash reserves and your debt is tax effective.

11. Review your cash/debit situation annually, set plan in place for coming years.

12. Insurance- engage our subject manager experts to ensure your insurance meets your needs.

13. Estate planning- engage our subject matter expert to ensure your estate planning needs are met.

14. Review your situation annually and give you the best probability of achieving your