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August - Investing

Investing in the future

There’s always a degree of uncertainty with investing, so it’s natural for some people to feel nervous about it.

When times are uncertain it’s understandable that people might feel wary about investing. But as you know, even with ups and downs, investing is a smart way to give money a chance to grow long term. That’s why this month’s campaign is all about the value of investing. From risk ratings to inflation’s ability to eat away at savings, you can help your clients understand how investing can work for them.

Why this campaign will matter to clients and prospects

Cut through the noise

You can give your clients a more informed perspective on investing than media headlines.

Balance

You can show people how saving and investing work differently and how they can both work for them.

The long view

Help clients visualise how saving and investing can deliver different results over the long term with a cashflow model.

How the campaign can support your success

If people aren’t investing, they could be missing out on opportunities to grow their money - and might be paying more tax, too. By encouraging your clients to think about how investing can support their goals, you can help set them up for success.

This month’s marketing materials can help you talk to your clients about things like:

  • The value of a personal investment plan, tailored to their circumstances, values, and long-term goals.
  • What type of investment risk they might be comfortable with.
  • The importance of wrappers in maximising tax efficiency.
  • How to use a cashflow model to compare different investment approaches.

Ready to get started? Download everything you need right here

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