Wealth Matters looks at strategies your clients can use to grow and manage their finances, highlighting ways individuals can make the most out of their money. 

 

Ideal for accounting firms that are not financial planners but provide advice for the more financially conscious clients on individual wealth management strategies, as well as 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, estate planning, self-managed super funds and superannuation strategies.

Format

Newsletters are available in PDF formats so that you can use the content however you wish. Place on your website, email, print in-house or have professionally printed.

Release dates

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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