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Conversation tools

Our collection of resources is designed to support you in cultivating your clients' investment knowledge, educating them on essential topics around their superannuation, retirement and investment needs.

Explain financial concepts clearly and simply with our conversation tools - visual aids to help you have meaningful client conversations.

November 2021: Investment Essentials

This pack is designed to help you explain key investment principles and trends to your clients. It contains the latest returns for all major asset classes, along with charts and tables illustrating the fundamentals of long-term wealth creation.

Impact of major events: 1986 - 2021

When it comes to investing, we know that having a long-term outlook means looking beyond short periods of volatility. Our annual wall chart is designed to help you navigate conversations around investing and keep your clients focused on their long-term goals. It illustrates the major Australian and global events over a 35-year period, and the impact they have had on several asset classes over that time.

Order an A1 poster of the wall chart

  1. Log on to FirstNet Adviser
  2. Go to Product Support > Order documents and PDSs
  3. Select 'CFS wall chart – impact of major market events June 1986 – June 2021'

Planning for retirement

Help clients visualise how financial planning could assist them with achieving their retirement goals.

Life insurance

Illustrate how much life insurance your clients may need based on their financial obligations and income.

Life stage segmentation

Walk clients through how the different life stages could affect their financial needs and goals over time.

Income layering

Help clients understand what a layering approach to building retirement income is and how it could benefit them.

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of super, pension and investment products. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL or any member of the Commonwealth Bank Group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information is for the adviser only and should not be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling 13 18 36. 

The content displayed on this page is intended for financial advisers only