Information for advice professionals only.
Introducing BT Financial Fundamentals
We've heard your feedback and recognise the need for high-quality, easy-to-understand content to help your clients navigate the world of finance. As part of our commitment to helping you deliver the best possible experience to your clients, we are proud to introduce our BT Financial Fundamentals. Each month we will provide a concise, easy-to-read guide that delves into a range of key financial concepts.
Featured topic: Your end of financial year checklist
The end of the financial year is an opportunity to take stock of your financial situation, prepare for tax time and plan for the next year. Whether you want to save more, reduce debt, or protect your wealth, this guide will help you with a practical checklist of some key areas to consider.
“Planning ahead can make a big difference to your financial wellbeing and peace of mind,” says Michael Tran, BT’s Technical Consultant.
“By taking some simple steps to review and improve your finances, you can make the most of tax time and start the new financial year with confidence and clarity.”
How does it work?
Each month, we will prepare and deliver this content to you in a user-friendly, digital format.
You can then distribute this to your clients as you see fit, either as part of your regular communication or as an additional resource. You can save time by using the client communication template we provide alongside the monthly content.
This will not only enrich your clients' knowledge but will also save you time and effort in explaining these concepts.
How does it benefit you?
This service is designed to make your job easier and increase your clients' satisfaction:
1. Enhanced client engagement
Sparking meaningful conversations about your clients' financial goals and understanding.
2. Time-saving
Spending less time explaining basic concepts and more time on personalised advice and strategy.
3. Value addition
Demonstrating your commitment to your clients' financial literacy and well-being.
We believe this will help to strengthen the bonds between you and your clients and reinforce the value you provide as their trusted financial adviser.
Mother's Day - Planning for your children's future
Our guide celebrates all Mums by providing some hints to better ensure their own, and their children’s, financial future.
Cyber risk - protecting yourself online from scams
Our guide to demystify cyber security and offer some simple, actionable tips that will help you stay safe while making online transactions, communicating via email, or simply browsing the internet.
Financial planning for women, closing the super gap
Tips for financial planning for women, and ways they can eat into the superannuation gap.
Finance as a couple - Navigating your money journey together
A couple’s decision to embark on a shared financial journey is an important milestone in a relationship – but it can bring practical and emotional challenges.
New Year’s Resolution – Steps I can take this year to help make a difference to my retirement
We all love to make New Year’s resolutions but sticking to them can be much harder. American writer and humourist Mark Twain’s advice was to break goals into bite size bits and start the first one.
End of year checklist
As each year winds down, we naturally find ourselves reflecting on the year past and planning for what lies ahead.
Your tipsheet to preparing for retirement as you head into your 50s
The tipsheet provides an overview of smart ways to put more into retirement, better providing for the years after work.
Saving for home ownership
A roadmap for those navigating the path to buying a home.
Dividends
An easy-to-understand guide to payouts, what they are, how investors can use them, and how investors should think about dividends in the context of achieving their investment goals.
Estate planning
Providing information on what estate planning is, what it involves and why people should not wait to act.
Understanding investment risk
A comprehensive and easy-to-digest guide to the diverse range of risks involved in investing, simply explaining the risks inherent to each asset class, and how those risks drive returns.
Tips for creating the retirement you want, today
Stopping work - how to transition to retirement
Five things to consider if you’re retiring this year
Additional information
This document has been prepared by BT, a part of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian Credit Licence 233714 (Westpac) and is current as at 30 May 2024. The information in this document regarding taxation and legislative change is based on policy announcements which are yet to be passed as legislation and may be subject to future change. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it.