Conversation Tools
Explain financial concepts clearly and simply with our conversation tools - visual aids to help you have meaningful client conversations.
December 2023: Investment Essentials
This pack is designed to help you explain key investment principles and trends to your clients. It contains the latest returns for all major asset classes, along with charts and tables illustrating the fundamentals of long-term wealth creation.
Impact of major events: 1988 - 2023
When it comes to investing, we know that having a long-term outlook means looking beyond short periods of volatility. Our annual wall chart is designed to help you navigate conversations around investing and keep your clients focused on their long-term goals. It illustrates the major Australian and global events over a 35-year period, and the impact they have had on several asset classes over that time.
Planning for retirement
Help clients visualise how financial planning could assist them with achieving their retirement goals.
Life stage segmentation
Walk clients through how the different life stages could affect their financial needs and goals over time.
Life insurance
Illustrate how much life insurance your clients may need based on their financial obligations and income.
Income layering
Help clients understand what a layering approach to building retirement income is and how it could benefit them.
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Adviser use only
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.