Prepared for David Lenarduzzi
Deliverables below
Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
Trying to work out how your super, investments and retirement plans fit together?
When those decisions are being handled separately, it can be hard to see how one affects the others.
At Executive Wealth Solutions, the first step is getting a clear picture of your situation and talking through what needs to be considered together.
That could include your super, investments, retirement plans and estate planning, depending on what's going on for you.
If you would like to talk it through, book a complimentary initial consultation with Executive Wealth Solutions.
This is general information only, not personal financial advice.
Thinking about selling your business, handing it over or stepping back in the next few years?
Your business, super and retirement plans can all be affected by that decision.
Executive Wealth Solutions can help you look at the bigger picture before you decide what to do next.
Book a complimentary initial consultation to talk through your options.
This is general information only, not personal financial advice.
Getting closer to retirement usually means there's more to think about than one account or one decision.
Your super, investments, retirement income and family plans may all need to be considered.
Executive Wealth Solutions starts by understanding where you're at now, then helps you work through the next steps.
Book a complimentary initial consultation if you would like to talk about your retirement plans.
This is general information only, not personal financial advice.
Before you commit to ongoing financial advice, you should know what you're getting and what it'll cost.
Executive Wealth Solutions starts by understanding your situation, then works through the strategy, advice, implementation and ongoing review that may be right for you.
The first discussion is complimentary and there's no obligation. If further advice is right for you, the scope of the work and the fees are discussed before you go ahead.
Book a complimentary initial consultation to ask the questions you need answered.
This is general information only, not personal financial advice.
Your financial plan shouldn't be something you set up once and forget about.
When life changes, your plan may need to change with it.
Executive Wealth Solutions offers ongoing review, monitoring and optimisation where it's suitable for your situation.
If something in your financial life has changed, book a complimentary initial consultation to talk about what comes next.
This is general information only, not personal financial advice.
# Video sales letter for EWS
## Opening: when the moving parts stop feeling separate
If you're approaching retirement, managing a business, or simply trying to make sense of several wealth decisions at once, the hardest part may not be any one decision.
It may be seeing how the decisions fit together.
Investments, superannuation, retirement income, family wealth and a future business transition can each deserve attention. But a decision in one area can change the question in another.
This is a general explanation of the planning conversation. It's not personal financial advice.
## The problem: a single answer can miss the wider question
Many people begin with a narrow question.
People may ask which investment to choose, what to do with superannuation, when retirement could begin or what a business sale could change.
These are real questions, and they can sit inside a wider financial picture.
Start by understanding your situation, goals, time horizon and connected decisions instead of assuming the answer.
## The approach: understand, design, explain, implement, review
Executive Wealth Solutions publishes a five-stage financial advice process.
First, understand your situation.
Then design a financial strategy for your situation.
Next, present the Statement of Advice so the recommendation and reasoning can be discussed.
Then put the plan into action where you decide to proceed.
Finally, continue with ongoing review, monitoring and optimisation where an ongoing relationship is suitable.
That sequence gives the conversation a shape. The process also leaves room for your circumstances, goals and risk profile to determine which parts apply.
## What can belong in the conversation
The official EWS site publishes a broad planning scope, including wealth creation, retirement planning, superannuation and SMSF, investment selection, estate planning, risk minimisation and wealth management.
For a business owner, the question may also include how a future transition relates to personal wealth and retirement.
The EWS homepage publishes a client account from Mark and Susan Patterson describing support while selling their business, including strategies to minimise taxes and structure their finances.
This is a published client account, not a promise that another person will have the same experience or result.
The point is simpler: if the business is part of your financial life, it can be useful to say so at the beginning of the planning conversation.
## Why independence and scope deserve attention
The current EWS Financial Services Guide describes Executive Wealth Solutions as a privately owned independent financial service firm providing wealth-management advice on a fee-for-service basis.
The guide describes EWS as privately owned and independent, with no obligation to recommend particular products.
Its fee section explains that scope and fees for advice are discussed for the service and situation. This video leaves exact advice fees unstated because they depend on the work agreed.
## The first step
You can start without a finished plan.
It's a complimentary initial consultation to discuss your situation, the type of advice you're seeking and whether the conversation is relevant.
You can bring the question in front of you.
If retirement is the question, start there.
If the business is part of the question, say so.
If you're trying to connect several decisions, the purpose of the first conversation is to make the next step clearer.
## Call to action
Book a complimentary initial discussion with Executive Wealth Solutions.
Explore the wider wealth and retirement question before deciding what happens next.
This video provides general information only. Personal financial advice should take your individual circumstances, objectives and needs into account. The EWS Financial Services Guide and relevant advice documents govern the service and advice relationship.
Estimated length: 60-75 seconds
Thanks for arranging a complimentary initial discussion with Executive Wealth Solutions.
Most people arrive with one question they want to make clearer. It may be how their investments and super fit with retirement, how family wealth should be considered, or how a business transition connects with their personal finances.
That's where the first conversation starts. Explain the situation as it is, and the adviser can help identify which questions deserve attention and whether further advice may be relevant.
Executive Wealth Solutions publishes a broad planning scope across wealth creation, retirement, superannuation, investment selection, estate planning and wealth management. Scope depends on your circumstances.
An initial consultation is complimentary and carries no obligation. If further advice is suitable, the scope and fee are discussed for the work agreed.
Use the short clips below to think about the question you want to bring to the conversation.
Estimated length: 45-60 seconds
Investments and superannuation are often the most visible parts of a wealth plan, but they may not be the only decisions affecting the wider picture.
Retirement planning, family wealth, estate decisions, risk and a business transition can raise connected questions when they're part of your situation.
The useful place to begin is the decision you want to make. Once the decision is clear, an adviser can consider which parts of your financial life belong in the same conversation.
The first discussion is a practical place to explain what's happening and work out whether EWS is the right place to take it further.
Estimated length: 45-60 seconds
If you own a business, a future sale, handover or change in involvement may affect more than the business itself.
It can raise questions about personal wealth, retirement, financial structure and the income your future plan needs to support.
You don't need to be ready to sell before asking how the pieces fit. Bring the business question alongside superannuation, investments and family wealth.
The first conversation helps identify the next useful question rather than predict an outcome.
Estimated length: 45-60 seconds
Executive Wealth Solutions publishes a five-stage financial advice process.
It begins with understanding your situation, then moves through a financial strategy, a Statement of Advice, implementation where you decide to proceed and ongoing review, monitoring and optimisation where suitable.
That process gives the advice conversation a shape without assuming the answer before the details are understood.
If you want to explore fit, start with the question in front of you and bring the information you already have.
Estimated length: 45-60 seconds
Bring the question you most want answered and any information that helps explain where things are.
That may include superannuation or investment statements, details of a business or trust that affects the question, and a rough sense of what you want your wealth to support in the future.
You don't need every document perfectly organised. A clear sentence about the decision in front of you gives the first conversation a useful place to start.
This is general information only. Personal advice needs to take your individual circumstances, objectives and needs into account.
Start with the question you want answered
Preview: A useful first conversation begins with the decision in front of you.
Send: Immediately after booking
Hi there,
Thanks for arranging a complimentary initial discussion with Executive Wealth Solutions.
Before the conversation, write down the one financial question you most want to understand. It might be how your investments and super fit together, what needs attention before retirement, or how a future business transition could affect the wider picture.
You don't need to prepare a perfect brief. Bring the situation as it comes. The first conversation can help clarify which questions deserve attention and whether further advice is relevant.
Kind regards,
Executive Wealth Solutions
What belongs in the same wealth conversation?
Preview: Separate accounts can still affect the same financial future.
Send: Day 1, morning
Hi there,
Investments, superannuation, retirement, family wealth and business decisions may be reviewed at different times.
They can still affect the same future. A business transition may raise personal retirement questions. An estate question may change what the family needs to consider. A super decision may sit beside investment and income decisions.
Bring those connections into the discussion. You don't need to solve them before the conversation.
Kind regards,
Executive Wealth Solutions
If the business changes, what changes for retirement?
Preview: A future business transition can belong in the wider personal wealth conversation.
Send: Day 1, afternoon
Hi there,
If you own a business, the business may be one part of your personal wealth and retirement picture.
That doesn't mean you need to be preparing a sale today. It means the question can be worth naming early, alongside superannuation, investments, family wealth and the income you want your future plan to support.
Start with the question. The next step should be shaped by your actual circumstances.
Kind regards,
Executive Wealth Solutions
What should be clear before advice work begins?
Preview: The process and advice scope deserve a direct conversation.
Send: Day 2, morning
Hi there,
It's reasonable to want to understand the process, scope and cost before committing to ongoing advice.
Executive Wealth Solutions publishes a process that starts with understanding your situation, moves through a financial strategy and Statement of Advice, and then explains implementation and ongoing review where suitable.
The exact scope and fee depend on the work agreed for your situation. Ask the question directly in the first discussion.
Kind regards,
Executive Wealth Solutions
You can begin without a finished plan
Preview: Bring the decision in front of you and work out the useful next step.
Send: The day before the consultation
Hi there,
Before the conversation, write one sentence that describes what you want to understand.
For example: "I want to know how our business transition could connect with retirement planning." Or: "I want a clearer view of how our investments and super fit into the wider plan."
Bring any relevant information you already have. A rough picture is enough to start a useful conversation.
See you soon,
Executive Wealth Solutions
Is the wider wealth picture in view?
Preview: One investment question can sit inside a larger retirement and wealth decision.
Hi there,
A question about an investment can sometimes be connected to superannuation, retirement income, family wealth or a future business decision.
The useful first step is to name the wider question. Then you can work out which information and decisions belong beside it.
Executive Wealth Solutions offers a complimentary initial discussion for people who want to explore what deserves attention in their situation.
Kind regards,
Executive Wealth Solutions
What needs to work together before retirement?
Preview: Retirement planning can involve super, investments, income and the wider wealth picture.
Hi there,
Retirement planning isn't only a question about one account balance.
It can involve superannuation, investments, the income you want your plan to support, risk, estate decisions and the wider family picture.
You don't need a perfect forecast to start. A clear conversation about your goals and circumstances can show which questions need deeper advice.
Kind regards,
Executive Wealth Solutions
When the business is part of the retirement plan
Preview: A future business transition can raise personal wealth questions too.
Hi there,
For a business owner, the business can sit beside personal wealth and retirement decisions.
The question may be about a future sale, a change in involvement or simply understanding how the business fits into the wider plan. You don't need to decide on an exit before asking how the pieces connect.
Start with the question in front of you. The next step should follow your circumstances.
Kind regards,
Executive Wealth Solutions
What happens after the first conversation?
Preview: EWS publishes a clear path from understanding your situation to ongoing review.
Hi there,
Executive Wealth Solutions publishes a five-stage financial advice process: understand your situation, design a financial strategy, present the Statement of Advice, put the plan into action and continue with ongoing review, monitoring and optimisation where suitable.
The process gives the conversation a shape without assuming the answer in advance.
If you want to explore fit, start with a complimentary initial discussion.
Kind regards,
Executive Wealth Solutions
Start with the situation, not a product
Preview: The current FSG explains EWS's independent and fee-for-service model.
Hi there,
The current Executive Wealth Solutions Financial Services Guide describes EWS as privately owned, independent and fee-for-service. It describes the firm as independent of financial institutions and superannuation funds.
Scope and fees still depend on the work agreed for the individual situation. Aim to make the model and next step clear before you commit.
This email is general information only, not personal financial advice.
Kind regards,
Executive Wealth Solutions
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
