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. Read the latest edition:
    - Financially Speaking Summer 2021 (Authorised Representatives)
    - Financially Speaking Summer 2021 (Self licensed version)
  • 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, content for social media, 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 will have access to a range of constantly updated pre-approved materials to help you with your content strategy.

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

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