The Financial Planning Association of Australia The Financial Planning Association of Australia

Financial Planning Week Member Toolkit

The theme for Financial Planning Week 2017 is Live the Dream. Our aim is to engage and educate Australians to live their dream and #getaplan.

To help celebrate we have developed a number of resources.

Promote the competition

We’re asking consumers to tell us in 100 words or less “How $5,000 will help you #getaplan and bring your dreams to life?”

Your clients can enter here:
www.moneyandlife.com.au/competition

The competition runs until 1 September 2017.

To promote the competition download the teaser video

Share the videos

Hear from inspiring Australians from all walks of life, each sharing their thoughts, dreams, and wisdom on what it takes to live the dream, demonstrating the power of financial advice in enabling this.

Watch launch video

Hear Christina and Richard share how meeting a planner opened their mind to new possibilities for their careers, family and love for travel.

Watch case study video

Download research report

Our new research reveals what behaviours, attitudes and traits of Australians influence whether or not they are living their dream life. It provides insights on how to live a life without regret.

Please reference the report as follows: Financial Planning Association (FPA) Live the Dream Report (August 2017)

Download infographics

A selection of infographics (jpegs) providing a visual snapshot of the highlights from the research report. You can share these on social media.

A guide to social media for Financial Planning Week Spread the word about Financial Planning Week via your social media channels. This guide gives sample posts to help you get started!
A guide to client communications for Financial Planning Week Access copy to spread the word with your clients and prospective clients via email and your website.
Download the Logo Make use of our Financial Planning Week logo on your website, in your newsletters and on social media.


MEDIA ENQUIRIES

All media enquiries, including interview requests can be directed to Filtered Media on (02) 8355 3130 or via email at [email protected]. Interview availability is limited.