A Financial Planning Guide to Approaching Retirement


How can you best prepare your clients for retirement? How can you educate them on the necessary steps they need to take? Our Financial Planning Guide to Approaching Retirement is a great resource to make use of, allowing you to clearly explain the process and benefits in a clear, understandable way. Complete with great copy by our specialist writers and beautiful imagery, this guide is also sure to keep clients engaged.

Compliant and up-to-date in 2020-21, this downloadable guide is a great piece of communication to use as a lead magnet on a social media campaign, blog post or website page. You can also attach it in your monthly newsletter to clients, adding further value and thought leadership.

Features and benefits include:

A beautiful front and back cover spread.
10 pages of great content.
Great photography, quotes and imagery, integrated into a compelling layout.
An inviting introduction, outlining what wealth management is and how it helps clients.
An overview of the process.
Customisable with your logo and contact details (at additional cost).


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