Folder Financial Articles Library

Folder Special Feature

Longer articles designed to be used as a special newsletter or blog edition. They are intentionally more in-depth to demonstrate your expertise in a particular area.

Folder 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.

Folder Financial Quizzes

Use these financial quizzes as lead generation tools on your website or to connect with your clients to test their financial knowledge.

Folder Infographics

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

Folder Social Cards

These colourful social cards deliver short messages to share via social media, on your website, in emails, etc. There is space on each card to add your own branding too. 

Folder Smart Financial Habits

Focused on the Millennial Generation, these short articles (approx 150 words) start with "If I was 25 again, I would..." and are written in the adviser's voice to share financial wisdom to help create good habits from a young age.

Folder Fast Financial Facts

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

Helpful tips and ideas to encourage smarter banking.

Folder Budgeting

Assist your clients understand the importance of budgeting, from setting and managing personal budgets to saving money for investing.

Folder Business Planning

Specifically written for your business clients, covering succession planning, tax management, superannuation, and much more.

Folder Children & Finance

Help your clients manage finances on behalf of their children. Also includes financial education tips for children.

Folder Debt Management

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

Folder Economy

Explaining everyday economic principles in simple, easy-to-understand terms. 

Folder Employment

Articles aimed at addressing how to financially manage redundancy and other related tips. This category also includes content on new/different career options.

Folder Estate Planning

A crucial aspect of all financial planning, we include both general Estate Planning articles, along with Superannuation related Estate Planning articles.

Folder Financial Definitions

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

Folder Financial Planning

Reinforce the principles and importance of sound financial planning for a range of different needs.

Folder Financial Review

Highlight the importance of reviewing financial strategies regularly.

Folder Financial Scams

A host of articles to warn your readers about various types of financial scams.

Folder Generational Planning

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

Folder Home Loans

Help to explain different points associated with borrowing for home loans and property including Interest Rates and general Home Loan articles.

Folder Investing

Choose from a wide range of investing topics including getting started, asset allocation, dollar cost averaging, ethical investing, investment options and general investment topics.

Folder Property Investment

Covering various aspects of property investment in different forms, and associated topics.

Folder Retirement

Featuring a host of topics covering important areas of retirement including age pension, aged care and retirement planning.

Folder Risk Management

Risk management articles included cover Income Protection, TPD & Trauma, Life Insurance, Key Person Insurance, Personal Insurance, along with general insurance topics.

Folder Share Investment

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

Folder Superannuation

A wide range of superannuation articles covering Self-Managed Superannuation, preservation and eligibility, Super strategies, managing Superannuation, lost Super and general superannuation topics.

Folder Taxation

Choose from a wide range of general taxation and tax planning articles.

Folder Lifestyle

These articles are provided to give your client newsletters some balance - after all financial success isn't just about money. Including health and fitness, travel, technology, Christmas and much more.

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