2. 2 3
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
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
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
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.
3. 4 5
The Frontier Club
Join 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 lifeblood
What 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
• 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.
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
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
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:
Meet new proactive
Knowledge that you are
increasing your client’s wealth
Be rewarded for
Increase your real wealth
Increase your service
offering through JDL
Strategies wealth creation
Improve the value of your
new business network
Hold quality business
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!
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
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.
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
(between your clients and a Client Manager)
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THE Marketing Strategy
There 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 reach
your client base. As our relationship
develops, we will continue to talk to you
about 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
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
The 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:
• 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.
• 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
• 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
• Qualified clients will have the
chance to engage and discover
more specific things about their
wealth potential during this
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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.
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 Management
Authorised 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.
JDL Property Research
The 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
The 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.