As a nation, we’re dreaming more – but we’re not always living to our full potential. This might be because of fear, apathy, or simply a lack of planning. What if we could remove the barriers, face into the financial fears, and consciously build a plan? Our dreams might just come true.
This year’s Financial Planning Week is 22-28 August 2016. Here’s what’s on:
CAMPAIGN LAUNCH VIDEO, FEATURING JANE CARO
In this short video, official Financial Planning Week ambassador Jane Caro talks about the importance of financial independence, and the benefits of a financial plan. Starring alongside Jane is our CEO Dante De Gori CFP®, and two of our very own FPA members.
Real life video stories
You might think that financial planners solve money problems. Financial planning is about so much more than this. It’s about bringing your dreams to life, identifying your life goals, hopes and dreams – and putting in place a financial plan to get your there.
For Financial Planning Week, we’ve paired two Australians in different seasons of life with a financial planner. Watch the videos below:
DARE TO DREAM RESEARCH REPORT
We partnered with McCrindle Research to produce a “Dare to Dream” national consumer sentiment report revealing our nation’s current attitudes to our hopes, dreams and financial futures.
The report contains some compelling insights and it’s definitely worth a read! Download it below.
SHAREABLE FINANCIAL PERSONALITY QUIZ
Our Dare to Dream research revealed four distinct financial personality types: POKER MASTER, MOVER & SHAKER, EASY RIDER and RULE KEEPER. Test your financial personality ― Are you a dreamer or a doer? Are you willing to take risks or make sacrifices to reach your dreams? Take the quiz now.
NEED A FINANCIAL PLAN?
If you’re harbouring dreams that are unfulfilled, perhaps you just need a good financial plan. To find an FPA member in your area, use our Find a Planner tool.
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