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Folder Financial E-books

Financial E-books

E-books are a great tool for lead generation from your website or social media. You can also send them to your clients as a gift.

Documents

EBOOK004 5 common mistakes that may ruin your retirement (1941 words)

Description

Most of us want to do everything we can to ensure this stage of our lives is as comfortable as possible. This e-book identifies some of the common mistakes made in retirement and how to confidently manage your retirement nest egg.

Putting sound plans in place early and seeking professional guidance are key. The more you know, the better prepared you are for your retirement path ahead.

Add your own personal touch to make it yours.

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

EBOOK003 A guide to planning for Aged Care

Description

Aged Care book thumbnail

Due to popular demand, this third e-book focuses on planning for aged care. It explains the types of care available and associated fees, as well as information on how to manage the family home and other key aspects of what is involved in this emotional topic.

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.

EBOOK002 Everything you wanted to know about super

Description

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. 

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

EBOOK001 The 5 Key Components of Financial Independence

Description

5 key components of financial independence thumbnailThis 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.

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