Our marketing and communications team offer support, advice and tools to help you create awareness of your practice, increase client loyalty and reinforce your position as specialists in delivering strategic financial advice to your clients. Some of our marketing solutions are outlined below.

Financially Speaking is a quarterly newsletter (available in printed and electronic format), that provides your clients with an excellent source of practical, interesting and current information across a range of financial topics. Your practice name, logo and address details appear in colour on the front and back cover.

We develop topical marketing campaigns that you can tailor for your practice. The campaigns offer you access to a range of tools, including client letters, posters, website copy and client seminar presentations.

We have a library of educational flyers that you can use for your practice. The flyers are written in plain English and can be displayed in your practice or given to your clients. Topics range from superannuation and investments to insurance and budgeting.

We will provide you with social media assistance and training so that you can utilise this communication channel effectively and compliantly. You also have access to a closed LinkedIn group that will allow you to network and share ideas.

Our general marketing advice supports all your marketing needs including collateral, reviews of your website and assistance with creating advertising campaigns.


You also have access to an extensive calendar of training and events.

  • Professional development (PD) days PD days are held in Melbourne, Sydney and Brisbane two times throughout the year, usually in March and July. The sessions are strategic in content with a variety of sessions aimed to enhance the skills and knowledge of attendees. These sessions range from investment presentations, through to SMSF, risk insurance, estate planning and practice management.
  • Annual conference
    Our conference is held annually and conference presentation topics generally fall into the following streams:

    - Strategy and technical sessions
    - Practice management
    - Risk and estate planning
    - Superannuation
  • Leadership forums
    Our leadership forums are run bi-annually in Melbourne and Sydney. The forums include the delivery of the Catalyst modules (practice development) and encourage representatives to share collective experiences and exchange ideas.
  • Chairman's council
    Similar to the leadership forums, the Chairman's council is a structured forum designed to encourage idea sharing and collaboration and include the delivery of the Catalyst modules.

To find out more, please contact us today on 1300 566 732 or contact us here.

Flexible licensing options to fit your business

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Catalyst for financial planners

The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.

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