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Association urges all Australians to “Dare to Dream” about achieving their financial goals
The Financial Planning Association of Australia (FPA) has announced “Dare to Dream” as its theme for the 16th annual Financial Planning Week, 22-28 August 2016. The FPA has appointed award-winning author and social commentator Jane Caro as its official campaign ambassador, and will release a newly commissioned “Dare to Dream” national consumer research report for members, among other initiatives.
FPA CEO, Dante De Gori, CFP® said the “Dare to Dream” theme is designed to raise consumer awareness about the importance of professional financial advice in helping people realise their dreams.
“Financial planning is about so much more than solving money problems. It is about bringing dreams to life. It is about identifying life goals, hopes and dreams – and mapping a financial path to achieving them. We hope to get this message across in our multi-faceted “Dare to Dream” campaign,” said Mr De Gori.
“I am delighted Jane Caro is on board as this year’s Financial Planning Week Ambassador. Jane has the rare ability to combine insightful social commentary with accessible and humorous social insights. She has a powerful social voice that people of all ages listen to and respect, some of whom are already seeing a planner, but many of whom are not,” said Mr De Gori.
A regular on Agony, Q&A, The Drum, Sunrise and Weekend Sunrise, and columnist for Sunday Life magazine and Leadership Matters, Jane is a strong believer in the importance of financial independence, and financial planning, particularly for women.
Held each August, Financial Planning Week aims to raise consumer awareness of the importance of financial planning, at every life stage.
This year, the FPA is releasing a “Dare to Dream” national consumer research report, as well as a series of videos, a shareable social media quiz and a toolkit for FPA members. Mr De Gori encouraged financial planners to use the toolkit to help spread the word far and wide.
“The toolkit will enable FPA members to access consumer-facing assets and share them with existing and potential clients. The aim is to include all members in Financial Planning Week and to provide them with a ready to go marketing kit to help them have meaningful conversations with current and prospective clients about their financial dreams,” said Mr De Gori.
“As more and more Australians recognise that financial planners can help them achieve their dreams, the number of people using a financial planner will rise,” he said.
Financial Planning Week 2016 runs from 22 – 28 August this year. The toolkit for FPA members will be available later this month.
Some of the major activities planned in the “Dare to Dream” campaign include:
Jane Caro is an author, novelist, journalist, broadcaster, columnist, advertising writer and social commentator, and ambassador for the Financial Planning Association (FPA) Australia for Financial Planning Week 2016.
She has published eight books, including two novels “Just a Girl” and “Just a Queen” about Elizabeth Tudor. Her memoir “Plain Speaking Jane” was released in September 2015. She is currently working on ‘Just Flesh & Blood’ the third and final book in the Elizabeth Tudor trilogy which will be published in 2017.
A regular on Agony, Q&A, The Drum, Sunrise & Weekend Sunrise, she appears in the media often. In 2013 she co-created, co-produced (with Amanda Armstrong) and presented a 6 part radio series for ABC Life Matters – ‘For Better, For Worse’. The series was so successful it is now a 5 part TV series for ABC Compass. She will be producing another special series for Compass in 2016 “Fathers & Daughters, Mothers & Sons”. She writes regular columns for ‘Sunday Life’ and ‘Leadership Matters’.