Firstfolio Limited General Meeting of Shareholders 27 March 2015
DISCLAIMER This document has been prepared by Firstfolio Limited (“ Firstfolio ”) and comprises written materials/slides concerning Firstfolio. The material in this presentation is general background information about Firstfolio and is current at the date of the presentation. It is information given in summary form and does not purport to be complete. All statements are based on the Company’s best information as at the date of the presentation and Firstfolio has not independently verified the information contained herein. This presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire, sell or otherwise dispose of, or issue, or any solicitation of any offer to sell or otherwise dispose of, purchase or subscribe for, any securities, nor does it constitute investment, legal, tax or accounting advice or recommendations, nor shall it or any part of it nor the fact of its distribution form the basis of, or be relied on in connection with, any contract or investment decision. Potential investors should not rely solely on the information contained herein prior to making any investment decision. Investors should seek independent advice from a properly qualified advisor, giving regard to their own personal circumstances, prior to forming any investment decision. This document contains certain statements (including indications of and guidance on future earnings and performance, projections, estimates and opinions which can be identified by the fact that they use words such as “anticipate”, “estimate”, “expect”, “project”, “intend”, “plan”, “budget”, “believe”, “target”, “may”, “assume” and words of similar import) concerning the anticipated future performance of Firstfolio (" Forward Looking Statements "). These Forward Looking Statements may involve significant elements of subjective judgment and assumption as to future events which may or may not be correct. None of these Forward Looking Statements is a guarantee or representation as to future performance or any other further matters, which will be influenced by a number of factors and subject to various uncertainties and contingencies, many of which will be outside the control of Firstfolio. Accordingly, Firstfolio’s actual results, performance and prospects could differ materially from that expressed in or implied by the Forward Looking Statements. No representation or warranty, express or implied, is made by Firstfolio that the Forward Looking Statements contained in this announcement are accurate, complete, reliable or adequate that they will be achieved or prove to be correct. Except for any statutory liability which cannot be excluded, each of Firstfolio, its respective officers, employees and advisers expressly disclaims any responsibility for the accuracy or completeness of the Forward Looking Statements and excludes all liability whatsoever (including in negligence) for any direct or indirect loss or damage which may be suffered by any person as a consequence of any information in this release or any error or omission therefrom. All references to dollars, cents or $ in this presentation are to Australian currency unless otherwise stated. 2
AGENDA Opening remarks – Eric Dodd, Chairman 1. Proposed name change – Peter Andronicos, CEO 2. Resolution – Eric Dodd, Chairman 3. 3
Our Identity IDENTITY • Shareholder approval is sought to change company name to eChoice Limited • Ensures the Company’s identity accurately reflects its new strategy and the successful consolidation of our businesses • Better positions the Company to realise its growth opportunities • Recognises eChoice’s market position and brand recognition as the innovative market distributor of financial products and services • Continues to build on eChoice’s 15 year history as an technology -focussed leader in the mortgage industry 4
Core brand values P assion I nnovation E xpert Our 5 strategic pillars PEOPLE PARTNERS PROCESS PRODUCT PROFIT Clients : • Skilled • Technology Empowering and • Target Driven educating our • Focused Our mortgage brokers • Operations • Numbers focused customers by • Approachable Business Facilitators: • Data Capture, Analysis & • Cost Conscious providing a choice Reporting Our strategic partners • Action Orientated • Profitable of products that underpin our • Training & Development • Business Acumen business • Network succession • Accountable planning • Dedicated Cultural attributes Customer Centered Open to Change Interpersonal Innovative
Our company Call Centre Data Mining Funding Innovation Strategist Training Lead Gen Marketing Recruitment Risk Mgr Technology We are an enabler, a partner, a business builder HLM e Choice AGGREGATION People | Partners | Process | Product | Profit
Our goals Uniting our business & partners – One team with One target Building the next generation broker – to support our partners Identify and target niche markets – generating opportunity for our partners Innovate & build through technology & data – empowering our partners Creating new revenue opportunities – for our partners & shareholders Provide a superior product and service – enabling growth for our partners Capitalise on our competitive advantages – technology | people | processes People | Partners | Process | Product | Profit
Leveraging eChoice’s Success • The eChoice division’s growth strategy delivered a 22% lift in average monthly settlements over the last 18 months, versus preceding 18 months • We are now implementing eChoice’s successful strategy across the group, including: – further investments in technology – bolstering strategic partnerships – establishment of the Broker Academy – leverage synergies between the existing eChoice and Folio businesses • Changing the Company’s name to eChoice Limited will provide our mortgage broker network, key lenders and investors with a stronger understanding of our market position, strategy and prospects Your Directors unanimously recommend you VOTE IN FAVOUR of the resolution 8
A proven & recognised industry leader Winner Boutique Aggregator of The Year – 2014 Australian Broking Awards Winner Aggregator / Originator of The Year – 2014 MFAA Finalist Mortgage Broker of The Year – 2014 Australian Banking & Finance Awards Finalist Best Career Development Programme – 2014 Australian Banking & Finance Awards Finalist Best Marketing – 2014 Australian Broking Awards Winner Best Digital Presence – 2013 Australian Broking Awards Finalist Best Internet Presence – 2013 Australian Mortgage Awards Finalist Aggregator / Originator of The Year – 2013 Australian Mortgage Awards Finalist Best IT Platform – 2013 eProduct Australian Broking Awards Finalist Mortgage Broker of The Year – 2013 Australian Banking & Finance Awards Finalist Major Brokerage / Non-Franchise – 2013 Australian Broking Awards People | Partners | Process | Product | Profit
Thank you People | Partners | Process | Product | Profit
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