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 articles and infographics are 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

  • The latest articles are clearly displayed. Each title will take you direct to that article.
  • 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 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 become more complex or cover specific topics.

Instructions on how to use the quizzes with Survey Monkey are also provided.



QUIZ004 How much do you know about borrowing? (quiz)

QUIZ003 How much do you know about super?

QUIZ002 How much do you know about managing money?

QUIZ001 How much do you know about investing?

Instructions for setting up quizzes using Survey Monkey

Download (pdf, 93 KB)

How to use Survey Monkey to set up a new quiz.pdf

Use these instructions to help you set up your quizzes using Survey Monkey.

We've tried to make it as easy as possible, but if you do need personal assistance, contact us and we will provide recommended services.

Remember to save this file first then hit your back button to come back to the library.

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