Scroll down to see the full extent of the library. You will be amazed. New financial content is added regularly so you will never be short of great content. In addition to the 20 financial categories, there are lifestyle articles to help you balance out your client communication. After all, wealth isn’t just about money.
Download the library index here. The easiest way to see all of the content available.
These longer articles are designed to be used as a special newsletter edition that covers just one important topic. They are intentionally more in-depth to demonstrate your expertise in a particular area.
E-books are a great tool for lead generation from your website or sending to your clients as a gift. We are developing a series of e-books for you to use. Topics will cover all aspects of financial planning.
The books are provided in Word format so you can change them as you wish to meet your own compliance requirements and personalise each publication with your logo and contact details.
Use these financial quizzes as lead generation tools on your website or to connect with your clients to test their financial knowledge.
Beginning with a basic knowledge level, the quizzes will become more complex or cover specific topics.
Instructions on how to use the quizzes using Survey Monkey are also provided.
Colourful, easy-to-follow infographics to help you deliver interesting facts and figures. Ready for you to use in your social media, websites, emails...
This is a series of short articles (approximately 150 words) written to share financial wisdom to help create good financial habits from a young age.
Focused on the Millennial Generation, each article starts with "If I was 25 again, I would..." and is written in the advisers' voice.
These articles are short reminders (under 100 words) on financial topics that you can use as fillers for your newsletters, in social media, or at the bottom of your emails.
These articles provide helpful tips and ideas on smarter banking and managing credit cards.
These articles will assist your clients to understand the importance of budgeting. Articles provide guidelines for setting and managing personal budgets to save money for investing or achieving other financial goals.
These articles cover topics relevant to your business clients. There are tips on managing small businesses including succession planning, tax management, superannuation, and much more.
These articles cover topics that help your clients manage finances on behalf of their children and also include financial education tips for children.
These articles explain everyday economic principles in simple terms.
Market overviews/updates are not included in the library as they are too time-sensitive.
These articles address how to financially manage redundancy and other related tips. It also includes articles on new/different career options.
These articles cover the range of topics under Estate Planning, a crucial aspect of all financial planning.
There are two sub-categories:
These articles can be used to help your clients understand popular financial jargon.
These articles help to reinforce the principles and importance of sound financial planning for a range of different needs.
These articles highlight the importance of reviewing financial strategies regularly.
A host of articles warning your readers about various types of financial scams and what to do so they don't get caught.
These articles are focused on the different aspects and needs of each generation.
These articles help to explain different points associated with borrowing for home loans and property.
There are two sub-categories:
Risk management is such a wide topic, choose from the following sub-categories for the area you need.
Choose from a wide range of investing topics broken down into the following sub-categories:
These articles cover various aspects of investing in property in different forms and associated topics.
A host of topics covering important areas of retirement under three sub-categories:
A wide range of articles on super under the following sub-categories:
Taxation is covered under the following categories:
Powerful engagement strategies convert prospects into loyal clients.
Cutting-edge marketing automation tools are radically opening up opportunities to financial advisers to create regular, personalised contact with clients and prospects without placing further demand on internal resources.