Financial Planning

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FOFA - Fee Disclosure Statement

An up-to-date video on the FOFA - Fee disclosure statement.
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$200.00

SMSF - Limited Recourse Loan

An educational video on SMSF-Borrowing.
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$300.00

Income Protection

An informative video on Income Protection.
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$200.00

Trauma & Critical Illness

An educational video on Trauma Insurance.
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$200.00

Understanding Estate Planning

An educational video on Estate Planning.
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$200.00

Total & Permanent Disablement

An informative video on Total & Permanent Disability Insurance.
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$200.00

Life Insurance

An informative video on Life Insurance.
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$200.00

Why Choose a Financial Planner

An entertaining video on Why Choose a Financial Planner.
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$200.00

Debt Management

An easy to understand animation on managing debt and some solutions to control spending.
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$200.00

First Meeting

Why not send your clients a video on what to expect at their first appointment.
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$200.00

Managed Funds

Why not send your clients a video on Managed Funds.
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$200.00

Annual Review

An easy to understand video on Annual Reviews.
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$200.00

Duty of Disclosure

Help your clients understand the Duty of Disclosure Statement
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$200.00

Redundancy

Redundancy can be a sensitive topic to talk about with clients. Use a video to explain why clients need to manage their money wisely.
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$200.00

Women and Wealth Management

This video is targeted towards women clients and how important it is to take control of their own wealth management.

$200.00

Introduction to Consumer Directed Aged Care

An introduction animation on Consumer Directed Aged Care
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$200.00

Consumer Directed Aged Care Options

A video examining the options available under the Consumer Directed Aged Care.
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$200.00

Teaching your kids about money

A sensible approach to helping children develop an understanding of money from an early age.
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$200.00

Not all Debt is Bad

“Why would I want to grow my debt?” you may ask. “Skilled money managers do it all the time”, we might respond..
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$200.00

Take the risk management test

We all face risks in our financial life and hope that catastrophe will strike someone else. Sadly ‘someone else’ may be you. This is why it is critical to review your insurances regularly and ensure they still meet your needs. Can you cope with the risk of inadequate cover? Have you got too much cover? If circumstances have changed, have you adjusted your cover?
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$200.00

Great Investment Tips from Cats

A humorous article using cats as the analogy to teach people the wisdom of investing. It might sound funny, but the message is very serious.

$200.00

The art of debt recycling

This detailed article explains debt recycling – how it works, the benefits and the risks
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$200.00

Insuring Your Business Expenses

An informative video on the importance of Business Expense Insurance.
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$200.00

GST misunderstandings

This video looks at a few of the common traps small business operators can fall into when calculating and preparing their BAS returns. A good reminder for your business clients.

$200.00

The art of debt recycling case study

This detailed article shows a debt recycling case study
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$200.00

Interest rates affect everyone differently

With so much focus on how rate cuts affect mortgages, this article discusses the impact of the low interest rate environment on homeowners, investors, business owners and deposit holders.
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$200.00

Small Business Records

This video is aimed at small business owners and illustrates how keeping good tax records can save time and money, and ultimately contribute to the profitability of the business. It outlines the various benefits to small business and reminds your readers that the ATO is not lenient when it comes to mistakes.

$200.00

Planning to succeed

This video focuses on business owners having a written succession planning
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$200.00

Getting your bills paid on time

Getting your bills paid on time.
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$200.00

Financial Adviser

Start Planning the rest of your life with a Financial Adviser
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$200.00

Reducing Capital Gains Tax

Many people may be able to save time and money on their tax return by gaining a better understanding of the Capital Gains Tax rules..
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$200.00

Financial Planning Process

Showcase the Financial Planning Process on your webpage or powerpoint with this Animated GIF.

$93.64

Visible Thinking

Visible Thinking allows you to ask a question and choose your colour and people.

$93.64

Update your will

A great video to remind clients about updating their Will.
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$200.00

Caring for your Aging Parents

A great animation to educate your clients on the financial considerations of caring for an aging parent
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$200.00

For Love and Money

In a relationship, matters of the wallet are just as important as matters of the heart
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$200.00

Plan Your Future _ 50s

This is a series of 4 videos focused on "What Matters" in your 50's. Great for using in social media, newsletters and short promotions.

$120.00

Plan Your Future _ 40s

This is a series of 4 videos focused on "What Matters" in your 40's. Great for using in social media, newsletters and short promotions.

$120.00

Plan Your Future _ 30s

This is a series of 4 videos focused on "What Matters" in your 30's. Great for using in social media, newsletters and short promotions.

$120.00

Plan Your Future 20s

This is a series of 4 videos focused on "What Matters" in your 20's. Great for using in social media, newsletters and short promotions.

$120.00

The essential ingredients of your financial plan.

An entertaining look at what makes up a Financial Plan.
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$200.00

Centrelink Asset Test Changes

Changes to the Centrelink Asset Tests from 1 January 2017
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$200.00

Franking Credits

Understand how Franking Credits work
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$200.00

Aged Cared Accommodation Payment Options

This video focuses on Aged Cared Payment Options
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$200.00

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