Sneak Preview

Come on in and have a look around!

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.

Easy to find

  • Recently added content is clearly displayed. Each title will take you direct to that article, e-book or infographic.
  • Looking for a specific topic? Just type the word into the search field and you will be given a list of articles that address that topic.
  • For a complete picture of the financial content available, download the Article Index.
  • Go ahead and check it all out. You can preview everything below.

Or do you want more than just a preview?

Folder Browse Financial Articles Library



Download the library index here. The easiest way to see all of the content available.

Folder Special Feature Articles

Special Feature Articles

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.

Folder Financial E-books

Financial E-books

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.


Folder Financial Quizzes

Financial Quizzes

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.


Folder Infographics


Colourful, easy-to-follow infographics to help you deliver interesting facts and figures. Ready for you to use in your social media, websites, emails...

Folder Smart Financial Habits

Smart Financial Habits

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.


Folder Fast Financial Facts

Fast Financial Facts

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.

Folder Banking


These articles provide helpful tips and ideas on smarter banking and managing credit cards.

Folder Budgeting


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.

Folder Business Planning

Business Planning

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.

Folder Children & Finance

Children & Finance

These articles cover topics that help your clients manage finances on behalf of their children and also include financial education tips for children.

Folder Debt Management

Debt Management

These articles explain how to manage debt to achieve the best results.

Folder Economy


These articles explain everyday economic principles in simple terms.

Market overviews/updates are not included in the library as they are too time-sensitive.

Folder Employment


These articles address how to financially manage redundancy and other  related tips. It also includes articles on new/different career options.

Folder Estate Planning

Estate Planning

These articles cover the range of topics under Estate Planning, a crucial aspect of all financial planning.

There are two sub-categories:

  1. Estate planning - General topics;
  2. Estate planning - Superannuation related.

Folder Financial Definitions

Financial Definitions

These articles can be used to help your clients understand popular financial jargon.

Folder Financial Planning

Financial Planning

These articles help to reinforce the principles and importance of sound financial planning for a range of different needs.

Folder Financial Review

Financial Review

These articles highlight the importance of reviewing financial strategies regularly.

Folder Financial Scams

Financial Scams

A host of articles warning your readers about various types of financial scams and what to do so they don't get caught.

Folder Generational Planning

Generational Planning

These articles are focused on the different aspects and needs of each generation.

Folder Home Loans

Home Loans

These articles help to explain different points associated with borrowing for home loans and property.

There are two sub-categories:

  1. Home Loans - Interest rates;
  2. Home Loans - General.

Folder Risk Management

Risk Management

Risk management is such a wide topic, choose from the following sub-categories for the area you need.

  1. Income Protection
  2. TPD & Trauma
  3. Life Insurance
  4. Key Person Insurance
  5. Personal Insurance
  6. Insurance - General Topics.

Folder Investing


Choose from a wide range of investing topics broken down into the following sub-categories:

  1. Getting started
  2. Asset allocation
  3. Dollar cost averaging
  4. Ethical investing
  5. Investment options
  6. General investment topics

Folder Property Investment

Property Investment

These articles cover various aspects of investing in property in different forms and associated topics.

Folder Retirement


A host of topics covering important areas of retirement under three sub-categories:

  1. Age Pension
  2. Aged Care
  3. Retirement Planning

Folder Share Investment

Share Investment

A range of articles to educate your clients about share market investment.

Folder Superannuation


A wide range of articles on super under the following sub-categories:

  1. Self-Managed Super
  2. Preservation and Eligibility
  3. Superannuation Strategies
  4. Managing Super
  5. Lost Super
  6. Super Topics - General

Folder Taxation


Taxation is covered under the following categories:

  1. Capital Gains Tax
  2. Tax Planning
  3. General Tax Topics



These articles are provided to give your client newsletters some balance - after all financial success isn't just about money.

There are articles on health and fitness; travel; technology; Christmas; yummy recipes; plus general lifestyle topics.

Tools to build your business

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.

Wouldn't it be nice to automatically receive helpful writing tips when we add new posts? Add your name and they will appear like magic each time! (If you are a client, you already receive these.)

We will never share your information. Ever.
Cron Job Starts

How to retain clients
way longer than your industry peers.

Attention: hard-working financial planners!

If you’re struggling to create and implement effective marketing campaigns for your business, this e-book will help you get started with 3 simple yet powerful strategies.

These 3 sensational strategies will help you to boost your financial planning practice’s ROI using content.

Get your free e-book here!