Seasonal Strategy- What Your Clients Are Thinking Right Now

The end of financial year might be over soon, but your clients aren’t done thinking about their money. In fact, for many Australians, the new financial year marks a fresh chapter - one filled with reflection, planning, and a few money worries.

As a financial professional - whether you're a planner, accountant, or broker - now’s the ideal time to shift your messaging. EOFY marketing is done; this is your chance to position yourself as a year-round source of guidance and calm.

So what are your clients actually thinking about right now? And how can your marketing speak to those concerns?

1. “Now what?” - Helping clients take their next step

After the EOFY rush, many clients are left wondering what to do next. It’s a natural pause point, but also the perfect time to re-engage with value-led messaging.

Try sharing:

• “How to reset your budget for the new financial year”
• “Simple goal-setting strategies to start fresh”

You don’t need to create new content from scratch. Repurposing past articles or social posts with updated framing can do the job just as well.

2. “Can I still afford this?” - Cost-of-living pressure is still top of mind

Interest rates, grocery bills, petrol - it’s all adding up, and clients are looking for clarity. Many are quietly reassessing their expenses and priorities, even if they’re not reaching out about it.

Offer guidance that’s clear, calm, and non-judgmental:

• “5 small changes that could ease financial stress”
• “Understanding how interest rates impact your everyday budget”

Even a quick check-in or visual explainer can go a long way in building trust right now.

3. “What comes next?” - Returning to future goals

Beyond budgeting, many clients are still thinking about the future - whether it’s a big purchase, travel plans, or planning for retirement. Their goals haven’t disappeared, just paused.

This is a great time to bring back softer, values-led content:

• “How to turn a long-term goal into a short-term plan”
• “Planning a holiday? Start with your budget”

Visual tools like checklists or timeline posts can help them get excited, and stay grounded.

Keep the conversation going

You don’t have to post every day or run a new campaign. Just staying visible and helpful is enough. A monthly blog, fortnightly email, or even a scheduled set of evergreen social posts can maintain momentum - without overwhelming your team or your audience!

💡Need help with content creation?

Our library is packed with seasonal blogs, ready-made graphics, and messaging you can customise, brand, and share, without the extra stress.

Sign up today to explore content you can use – all without starting from scratch!