How to help clients achieve financial security, confidence and freedom
While many Australians enjoy comparatively high wealth, according to global standards, the average level of financial wellbeing for Australians is low. Coupled with relatively low levels of financial confidence and literacy, this can prove disastrous if life events such as divorce, ill health, losing a job or losing a partner occur and the person is not financially prepared.
You can engage your clients in their financial wellbeing – and help provide them with the financial security, freedom and confidence to deal with whatever direction their life may take.
With this in mind we’ve put together a suite of resources that both you and your clients can make use of to start the conversation.
Resources for you
This information has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at August 2019. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information is for the adviser only and should not be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) before making any recommendations to a client. Clients should read the PDS before making an investment decision and consider talking to a financial adviser. PDSs can be obtained from colonialfirststate.com.au or by calling 13 18 36.