Financial planning week 2019
Each year, the FPA and our members celebrate Financial Planning Week by exploring an interesting topic around financial matters to raise awareness about the benefits of financial planning. This year’s Financial Planning Week will run from 19-25 August. The theme – Gifts that Give – will explore the gift spending habits and expenses of Australians, based on research that uncovers what gifts we give, how much we spend, as well as fun and fascinating gift-giving trends. We will also invite Australians to consider a gift that lasts through generations: the gift of a financial plan. This year’s integrated campaign will include the below elements.
National research is presented in a visualised digital report with a mix of fun facts and serious data about gift-giving, infographics on research findings, and gift-giving trends among different life stages.
Hosted on the Money & Life website and promoted via social media, the eBook will include practical and fun information on how much people spend, and what we like to give and receive for special occasions, like weddings, Christmas and children’s birthdays.
money & Life content
Social media will be used for sharing the research insights, eBook and Money & Life content by using the hashtags – #GiftsthatGive and #FPWeek2019.
Consumers can give their adult children or friends the gift of a financial plan, by pledging to contribute to pay for the services of a financial planner to an agreed value. Download gift voucher template. A co-branded option in the FPA Member toolkit for members to supply to their own clients.
A consumer competition via FPA social media, will invite Australians to nominate themselves, or someone they love, to receive the gift of time with a financial planner as a gift from the FPA. The competition goes live on 21 August.
How CAN FPA MEMBERS get involved?
If you are an FPA member, download your FPA member toolkit. It will include the research report and infographics, social media images, links to share the eBook, the Financial Planning Week logo, competition promotion video, gift voucher (including a co-branded option for you to add your own logo and offer as a gift option for referring clients), and copy that can be used on your own websites and newsletters.
WANT TO FEEL MORE CONFIDENT IN YOUR OWN FINANCES?
A financial planner can help. To find an FPA member in your area, use our Match My Planner tool.