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.



How to personalise your e-book

Download (pdf, 216 KB)

How to personalise your e-book.pdf

Use these instructions to help you personalise your e-books.

We've tried to make it as easy as possible, but if you do need assistance, our design service is available.


EBOOK002 Everything you wanted to know about super


Super ebook thumbnailThis second e-book focuses solely on superannuation. It covers all angles including choice of super, investing in super, holding insurance in super, salary sacrifice, superannuation contributions, self-managing super, and the role super plays in estate planning.

Add your own personal touch to make it yours. (If you would like to utilise our design services to add images or change the format, please contact us.)

Perfect for lead generation from your website or as a gift to your clients.

EBOOK001 The 5 Key Components of Financial Independence


5 key components of financial independence smallThis first fully editable e-book covers 5 key areas of financial planning:

1: Getting Started
2: The Magic of Compounding
3: Managing Risk
4: Planning for the Future
5: Protecting Your Estate   
The End is Just the Beginning! 

Add your own personal touch to make it yours.

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.
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