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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.

May 2022: 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
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances.  You can find the Target Market Determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the Financial Services Guide (FSG) available online for information about our services. This information is based on current requirements and laws as at the date of publication.

Tax considerations are general and based on present tax laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.

AIL and CFSIL are not registered tax (financial) advisers under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise under a tax law. 

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