Financial Advisers can now send targeted communications to their client base with the release of our Target Market Newsletters. Connect with your clients by sending timely and informative newsletters that are relevant to them.
With three issues per year, these targeted communications contain articles and videos from a number of respected institutions including ASIC, ATO, MFAA, Lonsec, ASFA, DPS Publishing, Fidelity, Vanguard plus more. All content is approved, compliant and ready for you to inform and educate your clients.
Release Dates: February, July, October
There are 4 publications:
IT'S YOUR SUPER - SMSF Newsletter
With over $590 billion invested in SMSFs in Australia it is clear that SMSFs continue to be a hot topic. IT'S YOUR SUPER helps you position yourself in this market with articles and videos about investing in SMSFs, administration of SMSFs and estate planning.
CARING - Aged Care Newsletter
Many of your clients will be at that stage in life where their parents or relatives require aged care services. CARING will provide them with information to assist with their decisions.
FINANCIALLY SAVVY - Women and Finance Newsletter
Women face unique financial challenges such as having less super than men, living longer and taking time out of paid work to care for others. FINANCIALLY SAVVY will include tips and tools to help women manage their money with articles on superannuation, budgeting and careers.
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