Deepen client relationships and demonstrate your expertise

Financial Knowledge Centre is a branded microsite and monthly newsletter dedicated to helping clients live with money confidence.

We like to think of it as financial coaching. While your clients are busy getting on with their lives, you’re cheering them on and keeping them motivated.

From money management to forward planning, hand-picked monthly content keeps your clients in tune with what’s happening in the world and on track with their financial goals.

It’s an affordable, easy win for client engagement - because you can’t be everywhere at once.

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Inspired by financial advisers

  • Timely topics inspired and approved by financial advisers, and designed to support real-life conversations you’re having with clients today.
  • Monthly Q&As to showcase hot topics and create a sense of community with your audience.
  • Featured experts to provide broader insights on topics such as sustainable investing and estate planning.

Content clients love

  • A monthly content bundle of technical and practical content, packaged in easy-to-digest formats.
  • Engaging explainer videos to share with clients after meetings, or at any time.
  • Immersive learning modules to give your clients a deeper understanding of key financial concepts.
Download the fact sheet

Would you like to know more?

Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch.

One of the benefits of using the Financial Knowledge Centre is the terrific library of articles and information. Using this resource saves our practice around a day a month in preparing marketing material.

Story Wealth Management

The Financial Knowledge Centre fact sheet includes everything you need to know.

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