Client engagement resources

This selection of guides and tools are designed for financial advisers to use directly with their clients, helping them to understand some key financial planning topics including superannuation, investment risk in different asset classes and retirement planning. Access our guides and email templates that have been created to help make client engagement easier.

Information for advice professionals only.

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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.

Upcoming client engagement topics

  • May: Mother’s Day – Planning for your Children’s Future

  • June: Your end-of-financial-year checklist

Featured topic:  Cyber risk - protecting yourself online from scams

Australians are losing more than $3 billion1 to scams each year. The rising danger of fraud from stolen personal information and scams means we must each be vigilant in safeguarding against these threats.

But what does it mean to keep your digital life safe? And how can we best protect ourselves from online scams?

In this guide, our aim is 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.

“By understanding the nature of cyber threats and adopting best practices for online behaviour, you can significantly reduce your vulnerability to digital risks,” says Merryl Tidyman, BT’s Executive Manager, Fraud & Financial Crime.

“From recognising phishing attempts to securing your personal devices, there is much we can each do to keep our digital identity safe.”

1. ACCC,

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.

By linking to you can validate the authenticity of the guide.

Use our guide content to create your own company logo and design

You can use our guide content to create your own web page

07 Feb 2024

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.

01 Jan 2024

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.

11 Dec 2023

Providing information on what estate planning is, what it involves and why people should not wait to act. 

30 Nov 2023

The tipsheet provides an overview of smart ways to put more into retirement, better providing for the years after work.

18 Oct 2023

A roadmap for those navigating the path to buying a home.

01 Jul 2023
Even if you don’t plan to retire until you may be eligible for the Age Pension – there are small steps you can take now to secure your future after work.
01 Jul 2023
Whether you choose to gradually cut down your working week, or transition into retirement, one of the challenges faced by retirees is how to plan for the change.
01 Jul 2023
As you approach retirement, you’ll be thinking about how to protect your nest egg. Here are five things to consider if you’re planning to retire 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 18 April 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.