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 topics

  • November - How to prepare for retirement when the kids leave school

  • December - Your year-end review checklist

Featured topic: Saving for home ownership

The 'Australian Dream' of owning a home is a cherished goal for many.

However, the foundations of homeownership are laid well before you start looking at real estate listings and applying for finance.

In fact, it's the earliest habits of budgeting, saving, and investing that truly lay the groundwork for home owning success.

“Deciding to pursue property ownership is one of the most significant financial choices we can make,” says BT’s Investment Director, Matt Harvey.

“And while much is made of the home buying process itself, real success is built in the years before through the development of sound financial habits.”

BT’s new guide Saving for home ownership is a roadmap for those navigating the path to buying a home.

Our goal is to highlight some of the key decisions you’ll need to make and habits you’ll need to build as you embark on the journey towards home ownership.

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.

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

20 Sep 2023

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.

22 Aug 2023

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

17 Jul 2023

A comprehensive and easy-to-digest guide to the diverse range of risks involved in investing.

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 20 September 2023. 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.