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.
Articles come from a range of areas covering property investing, wealth protection, retirement, estate planning, self-managed super funds and superannuation strategies.
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.
Quarterly: February, May, August & November.