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    Practice management

    Client resources

    This selection of guides and tools are designed for you to use directly with your clients, helping them to understand some key financial planning topics including superannuation, retirement planning and aged care.

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    Aged care

    Aged care strategies guide

    Moving into aged care can be an emotional and stressful time, especially when important financial and lifestyle decisions need to be made.
    Client resource
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    Retirement

    Grow your retirement income guide

    In retirement, every dollar counts. It’s worth exploring different strategies to grow your retirement income.
    Client resource

    BT Academy gives you access to the latest practice insights, events and market news to help grow your business.

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    Gearing

    Your guide to gearing

    There are a number of ways you can gear an investment and a number of investments you can hold with gearing.
    Client resource

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