Includes publications designed to provide useful information on understanding the need for and value of financial planning. The materials below are in printed format unless otherwise indicated.

		How to choose a financial planner This booklet provides useful tips and information for those seeking financial advice from a professional financial planner. It includes sections on choosing a planner and questions to ask when working with a financial planner. Download Order - Please note: the current edition of this booklet is available online only. However you can order hard copies of the past edition of this booklet (click here to view).
		Good advice is money well spent case study booklet   This booklet is a compilation of real life client stories showing the benefits of professional advice from an FPA financial planner. Each case study is accompanied by actuarial analysis that shows in clear dollar terms the projected financial benefits of the advice provided.   Download   Order

 

A career in financial planning A booklet which outlines frequently asked questions about becoming a financial planner and future career opportunities. Download Order copies

 

The trade-off  Understanding investment risk This consumer booklet is designed to help consumers understand market volatility and the kinds of risks most likely to affect the value of a wide range of investments in the short, medium and long term. Download Order

Getting the best advice This consumer brochure explains why CFP® Certification is the global symbol of excellence in financial planning.  The CFP marks identify practitioners who are dedicated to a high level of professionalism in the delivery of personal financial advice to clients. Download Order copies

Sleep better at night with the right financial advice A booklet designed to get you thinking about smart ways to increase your wealth, ensure your family is secure, manage bills and tax, retire comfortably, and even take a holiday every year! Download Order copies

Money well spent A brochure that sets out key factors in identifying and using a financial adviser, including the role of an adviser, when advice is needed, and tips on how to tell if you're getting good advice. Download Order copies

Getting advice A booklet which includes sections on essential facts about financial advice, choosing an adviser, working with an adviser, assessing whether advice meets consumer needs, and carrying out advice. An ASIC publication prepared with the FPA. Download Order copies

Dollarsmart A financial toolkit for young Australians A web and CD based program designed to help young Australians improve their financial skills and give them confidence when dealing with financial matters throughout their life. More information Order a CD rom

Understanding money* How to make it work for you A handbook with loads of information that can help you make your money work harder. It has information and tips on budgeting, saving, investing, being in charge of your debt, superannuation, protecting your money, and how to get good advice. This handbook is part of the Australian Government's financial literacy information and awareness-raising campaign. Click here to visit the Understanding Money website, where you can download the handbook or order a copy. * Copyright Commonwealth of Australia, reproduced with permission.

Smarter super – Invest in your future and make the most of your retirement A booklet which introduces the basics of super, types of funds, outlines technical aspects and provides useful tips. Download Order copies