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.

 

Documents

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.

 

EBOOK003 A guide to planning for Aged Care

Aged Care book thumbnail

EBOOK002 Everything you wanted to know about super

EBOOK001 The 5 Key Components of Financial Independence

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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