Financial Planning Week

Financial Planning Week ran from 19-25 August 2019.
The theme this year is 'Gifts that Give.'

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 ran from 19-25 August. The theme – Gifts that Give – explores 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 invite Australians to consider a gift that lasts through generations: the gift of a financial plan. This year’s integrated campaign will included these elements:

rESEARCH

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.

EBOOK

Hosted on the Money & Life website and promoted via social media, the eBook includes 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

The FPA’s Money & Life website contains consumer-related articles on the research and themes of this year’s campaign. You can take the FPA Gift-giver personality quiz.

sOCIAL mEDIA

Research insights were shared on social media, this includes content from the eBook and Money & Life using the hashtags – #GiftsthatGive and #FPWeek2019.

GIFT VOUCHERS

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 is available in the FPA Member toolkit for members to supply to their own clients.

cOMPETITION

A consumer competition via FPA social media invited Australians to nominate themselves, or someone they love, to receive the gift of time with a financial planner as a gift from the FPA.

CAN FPA MEMBERS USE THESE ASSETS?

If you are an FPA member you can still download the FPA member toolkit.  This includes the research report and infographics, links to share the eBook, 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.

Match me with a planner



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