Used by accounting firms and financial planners and 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.