Used by accounting firms and financial planners seeking to increase their range of services for financially astute individuals. Topics include a combination of super, investment property ownership, estate planning and asset protection.


Ideal for: Accounting firms that are not financial planners but provide advice for financially astute clients on individual wealth management strategies and financial planners that would like a non-product specific newsletter for their high value clients.

Topics covered

Articles come from a range of areas covering property investing, wealth protection, retirement, SMSF’s, estate planning and superannuation strategies.

Format

Newsletters are available in pdf formats, so that you can use the content, place on your website, email, print inhouse or have them professionally printed.

Release dates

Released quarterly: February, May, August & November.

NEWSLETTERS FOR ACCOUNTANTS. THAT’S OUR BUSINESS.

MAKE AN IMPRESSION

Savvy firms know that first impressions count. It’s a first point of call, even for referrals.

ATTRACT PROFITABLE CLIENTS

Align your firm and services with the types of clients that value what you do.

SAVE TIME AND MONEY

We’ll manage your newsletters so you can focus on your clients and avoid the distraction of work that doesn’t add to your bottom line.

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