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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.

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Folder Smart Financial Habits

Smart Financial Habits

This is a series of short articles (approximately 150 words) written to share financial wisdom to help create good financial habits from a young age.

Focused on the Millennial Generation, each article starts with "If I was 25 again, I would..." and is written in the adviser's voice.



SFH007 If I was 25 again, I would... be wary of investment fads (152 words)

SFH006 If I was 25 again, I would pay more attention to my super (148 words)

SFH005 If I was 25 again I would pay extra on my mortgage (147 words)

SFH004 If I was 25 again I would buy less stuff (148 words)

SFH003 If I was 25 again, I would buy a pre-loved car (150 words)

SFH002 If I was 25 again, I would pay off my credit card in full every month (146 words)

SFH001 If I was 25 again, I would... love budgeting! (156 words)

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