Publications
Guides to help you work better and more profitably

Sales and Marketing Kit

This is a comprehensive manual, workbook and CD designed specifically for financial planning and insurance advisory practices. The kit is available to members of ING networks for only $320 + GST until the end of the year (RRP $498 + GST). Further discounts apply for multiple purchases. Download the PDF flyer below to learn more.

Sales and Marketing Kit flyer

Aces Wins

This booklet summarises the key actions and attitudes that lead to success, and provides a number of practical ideas for making you and your business more successful. Contact us to request an electronic copy.

Harness the opportunity to build profitable businesses

This book is a collection of articles that has been put together from the ground up and culminates in a number of special ideas and hints to assist you in your practice. Contact us to request an electronic copy.

Portfolio Construction Manual

A comprehensive manual that includes leading edge model portfolios, investment theory, risk profiling, asset allocations and recommended product lists, which is updated annually.

Best Practices Manual

A comprehensive manual that details how to introduce Best Practice standards to your practice and provides supporting templates that are regularly updated to reflect system improvements and industry changes.

Building Professional Referral Relationships Manual

A wide-ranging manual designed to assist advisers develop formal referral relationships with strategic alliance partners, such as lawyers and accountants. It includes a range of template letters and documents, as well as documented procedures, marketing ideas and agreements.

Investing in Knowledge

A quarterly newsletter for advisers to send to clients that includes informative and educational articles, tips, etc. about financial planning, trusts, insurance, etc.

Adviser Advice

This is a fortnightly newsletter emailed to advisers, containing a range of tips on how to build profitable and valuable businesses.

Model Portfolios

In conjunction with Morningstar, Strategi Limited has developed 10 model portfolios for use within client portfolios on OneAnswer. The model portfolios have been developed after extensive research and reflect investors’ differing risk profiles (ranging from defensive to aggressive). These are updated quarterly.