A Working Professional’s Guide to Financial Planning


Are you a financial adviser or planner looking to add value to your successful, entrepreneurial clients? Our downloadable financial planning guide for working professionals is a fantastic resource to offer them.

Written by financial advisers, fully up-to-date and ready to integrate with your logo and brand colours, take your financial marketing and content strategy to a new level with our dedicated guide, today.

Clear, well-designed and easy to integrate with your WordPress website, this resource explains what you do for clients, how you do it and where the value lies. The layout is crafted by our experienced design team and the copy is written by our seasoned writers – many of whom have worked in the wealth management space.

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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