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1 Fr persnal use nly EASTON INVESTMENTS Market Update September 2012 Campbell McCmb Managing Directr

2 Fr persnal use nly Overview Eastn Investments Ltd (EAS) is an ASX listed integrated wealth management business with Australian distributin capability, Asian and Australian funds management capabilities and sn t have Asian distributin capability. Eastn recently purchased an Australasian funds management business, with the purchase f an Asian distributin business currently subject t regulatry apprval. Fcus is n wning meaningful stakes in successful butique businesses in bth Funds Management & Financial Planning Barbell strategy. Capturing the extra margin benefits that accrue frm the integratin f this Barbell strategy, whilst fcusing n client utcmes. Maximise sharehlder value by ffering clients a wider range f services thereby increasing share f wallet. Build in highly rewarding markets Australia and Asia Pacific, with the ability t crss-cultivate. Lking fr niche pprtunities. Grw rganically and via acquisitin where there is the ability t unlck further value.

3 Fr persnal use nly Capital Structure Currently apprximately 58.7m Shares n Issue Market Capitalisatin A$12m (@ 20c). Extensive share wnership by Management and Directrs (>50%). The Bard Lee IaFrate Nn - Executive Chairman: Lee has wrked in the financial services industry fr ver 29 years, with experience ranging frm stck brking thrugh t funds management. Lee was the funder and Chairman f butique funds management business Treasury Grup ( ), which grew frm a minr base t managing ver $15bn. Lee is the funder and Chairman f Armytage Private and was a Funding Directr f Prime Financial Grup frm Campbell McCmb Managing Directr: Campbell has ver 17 years experience in the funds management industry bth in Australia and the United Kingdm. Campbell s achievements in the funds management industry were highlighted in the publicatin f Yung Guns n the Share market, a bk n Australia s emerging stars in the sectr. His expertise spans retail and whlesale funds management, peratins and crprate management.

4 Fr persnal use nly The Bard Jnathan Sweeney Independent Directr: Jnathan has ver 26 years experience in the financial services industry, firstly in Lndn as a fund manager with Gartmre and then in Australia with Armstrng Jnes. He was Managing Directr at The Trust Cmpany frm 2000 t 2008 and is currently the Chief Operating Officer f Flkestne Ltd (ASX:FLK). Anthny (Tny) Hdges - Independent Directr: Tny has ver 35 years experience in the securities industry. He held senir psitins within AMP s mney market cmpanies befre jining IOOF in 1985 as Head f Investments. He was a funding directr f IOOF Investment Management Limited / Perennial Investment Partners Limited. Rdney Green Independent Directr: Rdney has ver 30 years experience in the financial services industry. Prir rles include; Managing Directr (and then Nn-Executive Directr) f Treasury Grup Limited fr seven years until 2008 and 6 years as the Chief Investment Officer and then Head f the Investment Divisin f Perpetual Ltd.

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7 Eastn Wealth Australia (Frmerly Incit Grup) has majrity investments in three financial planning businesses as well as wning an Insurance fcused advice business. Eastn Wealth Australia hlds the AFSL under which these businesses perate, prviding cmpliance, prfessinal develpment and ther related services. In additin Eastn Wealth Australia lks t assist these businesses t purchase similarly minded grups in their gegraphic area (Currently Vic. & W.A). The gal f EAS is t have similarly sized Australian and Asian distributin businesses in rder t get bth investr and client recgnitin in bth markets. Eastn Wealth Australia aims t build its FUA t $1bn in the next mnths (Currently $260m). Fr persnal use nly Eastn Wealth Australia

8 Fr persnal use nly Eastn Wealth Australia Chesterfields Financial Services (Perth) 58% wned, remainder held by principals Apprximately $150m FUA, nn platfrm / x-plan run (direct shares & ETF s) 3 advisers / 2 supprt staff Altitude Private Wealth (Melburne) 60% wned, remainder held by principals Apprximately $50m FUA, Net Wealth /Macquarie / Linear 2 advisers / 1 supprt staff Ex - Cchrane Shaw (Melburne) 100% wned, client bk purchased frm principal July, 2012 Apprximately $60m FUA, Asgard / MLC Currently being advised internally Eastn Wealth Prtectin (Melburne) 100% wned risk bk, currently being spun ut f Altitude PW Apprximately $400k revenue, Twer 1 adviser / 1 supprt staff

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10 Fr persnal use nly Eastn Wealth Asia Eastn Wealth Asia (Frmerly EQF Asia) is the hlding cmpany fr ur businesses in Asia. T date Eastn Wealth Asia has annunced the acquisitin f: 35% stake in Financial Partners (IFA Hng Kng) subject t SFC apprval (apprx. 3-6 mnths away). 100% Armytage Asset Management Ltd (FM / UCITS Asia / Aust.) Cmpleted pst sharehlder apprval n 28/8/12. Eastn Wealth Asia will buy stakes in Asian based advisry businesses, aiming t build t a cmbined US$1bn in FUA and US$300m f FUM ver the next mnths.

11 Fr persnal use nly Eastn Wealth Asia Financial Partners (Hng Kng) 35% wned (subject t SFC apprval), remainder held by 3 principals Apprximately US$400m FUA 24 advisers / 20 supprt staff 70% f clients are expats and wealth accumulatrs (30-50yrs) 50 clients with ver US$1m, 500 clients with ver US$500k Eastn Asset Management (Frmerly AAM) (Melburne / Singapre) 100% wned Funds Management / Asset Allcatin business Earn-ut t n-ging management if they achieve $750k EBIT fr FY13 Apprximately $220m FUM Over half that sits n UCITS platfrm distributed thrughut Asia and the Middle East Will becme the manager f direct Australian/Asian Equity prtfli s (SMA)

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13 Fr persnal use nly API Capital s bjective is t partner with a diverse range f asset management businesses fcused n utward investment frm Australia. API is initially targeting glbal equities, glbal fixed interest and private equity managers. API will invest in prven and maturing investment teams with the ptential t perate under a cperative culture f aligned interests. The principals f API have an established track recrd f managing investment teams acrss a range f gegraphies and asset classes. Rbert Swift API Managing Directr was the frmer CIO at Putnam in Bstn. API Capital is currently well prgressed in evaluating a number f ptential pprtunities.

14 Fr persnal use nly Summary Fcus is n wning meaningful stakes in successful butique businesses in bth Funds Management & Financial Planning Barbell strategy. Capturing the extra margin benefits that accrue frm the integratin f this Barbell strategy, whilst fcusing n client utcmes. Build in highly rewarding markets Australia and Asia Pacific, with the ability t crss-cultivate. Grw rganically and via acquisitin where there is the ability t unlck further value.

15 Fr persnal use nly Eastn Investments Ltd (EAS) Campbell McCmb Managing Directr Level 16, 90 Cllins St Melburne Vic, 3000 PH: E: cmccmb@eastninvest.cm

16 Fr persnal use nly This presentatin has been published fr infrmatin purpses nly. The infrmatin cntained in this presentatin is f a general nature nly and des nt cnstitute financial prduct advice. This presentatin has been prepared withut taking accunt f any persn's bjectives, financial situatin r needs. Because f that, each persn shuld, befre acting n this presentatin, cnsider its apprpriateness, having regard t their wn bjectives, financial situatin and needs. In preparing this presentatin the authr has relied upn and assumed, withut independent verificatin, the accuracy and cmpleteness f all infrmatin available frm public surces r which has therwise been reviewed in preparatin f the presentatin. The infrmatin cntained in this presentatin is current as at the date f this presentatin and is subject t change withut ntice. Neither Eastn Investments Ltd nr any f their assciates, related entities r directrs, give any warranty as t the accuracy, reliability r cmpleteness f the infrmatin cntained in this presentatin. Except insfar as liability under any statute cannt be excluded, Eastn Investments Ltd and its assciates, related entities, directrs, emplyees and cnsultants d nt accept any liability fr any lss r damage (whether direct, indirect, cnsequential r therwise) arising frm the use f this presentatin.

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