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FINANCIAL

FINANCIAL

WELLBEING

WELLBEING

 

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.

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The content displayed on this page is intended for financial advisers only