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50 Content Ideas For Financial Planners - Online Videos Perth

50 Content Ideas for Financial Planners

In the complex world of personal finance, it’s crucial to have a roadmap to guide you towards your financial goals. That’s where Financial Planners come in, armed with the knowledge and expertise to help individuals and families navigate the intricacies of money management. To make Financial Advisors life a lot easier, here are 50 Content Ideas for Financial Planners.

Why 50 Content Ideas? (That seems a lot) If you take away Christmas and Easter, that leaves you with 50 weeks left. If you publish once a week, there is a whole year of content in this post.

In this blog post, we’ll explore a wide range of content ideas that Financial Planners can use to educate and engage their clients. I’ll expand on the first 15 Ideas and list the other 35.

Let’s dive in!

1 Get Started with Tax Planning: Understanding the nuances of tax planning is essential for maximising your financial resources. Discuss various tax-saving strategies, such as deductions, credits, and exemptions, that individuals can utilise to minimise their tax liabilities and increase their overall savings.

2 When Do I Start to Plan for My Retirement? Highlight the importance of early retirement planning and emphasise the benefits of starting early. Share insights on retirement account options, such as 401(k)s and IRAs, and outline how contributions and investment choices impact long-term financial security.

3 Investing with Confidence: Educate readers on investment fundamentals, such as asset allocation, diversification, and risk management. Provide guidance on investment vehicles like stocks, bonds, mutual funds, and real estate, helping individuals make informed decisions based on their risk tolerance and financial goals.

4 Mastering Cash Flow Management: Explore effective techniques for managing cash flow, including budgeting, expense tracking, and smart spending habits. Discuss the advantages of leveraging technology, such as money tracking apps, to gain better control over personal finances.

5 Navigating Inheritance: Guide readers through the intricacies of managing inherited assets and discuss strategies to preserve and grow the wealth passed down to the next generation. Highlight the importance of estate planning and the potential tax implications involved.

6 Unraveling Superannuation: Explain the concept of superannuation, its benefits, and the importance of contributing to this retirement savings vehicle. Offer insights into self-managed super funds (SMSFs) and provide step-by-step guidance on setting up and managing them effectively.

7 Dispelling Misconceptions about Financial Planning: Address common misconceptions about financial planning, such as it being only for the wealthy or unnecessary for young individuals. Emphasise the value of professional advice and debunk myths that might deter people from seeking financial guidance.

A Venn Diagram to show the Ideal Client intersect if Financial Planners educate, enlighten and entertain.

8 Enhancing Financial Literacy: Offer practical tips and resources to improve financial literacy, empowering readers to make informed decisions about their money. Discuss the importance of understanding financial terms, concepts, and principles to achieve long-term financial success.

9 Recommended Reading: Curate a list of must-read books on personal finance, investing, and wealth management. Provide concise summaries of each book, highlighting key takeaways and the specific topics they cover. Encourage readers to expand their knowledge and skills through these valuable resources. If you’re a real book lover, don’t be afraid to include some reading that is more personal and less finance based.

10 Avoiding Common Money Mistakes: Highlight common financial pitfalls and mistakes individuals should avoid. Discuss topics such as impulse buying, excessive debt, and inadequate emergency funds, and provide actionable tips to overcome these challenges.

11 Determining Your Net Wealth: Guide readers on how to calculate their net worth, emphasising the importance of understanding their financial standing. Explain the components of net worth, including assets and liabilities, and offer strategies for increasing net wealth over time.

12 Recognising the Need for a Financial Advisor: Help readers evaluate when they might require professional financial advice. Highlight the benefits of working with a financial advisor, including personalised strategies, objective guidance, and ongoing support tailored to individual needs.

13 Good Debt vs. Bad Debt: Differentiate between good and bad debt and help readers make informed decisions about borrowing. Discuss examples of each type, such as student loans and credit card debt, and provide strategies for managing and minimising bad debt.

14 Assessing Insurance Coverage: Educate readers on the importance of insurance coverage and the various types available. Discuss common insurance policies, such as life, health, and property insurance, and help individuals understand how to determine their insurance needs.

15 Analysing Savings and Expenditures: Guide readers on analysing their savings and spending patterns. Explain how to track expenses, identify areas for potential savings, and establish effective budgeting techniques to achieve financial goals.

Educate, Enlighten and Entertain is How You Attract Your Ideal Client - Online Videos Perth
Educate, Enlighten and Entertain is How You Attract Your Ideal Client – Online Videos Perth

16 Analyse Your Savings

17 Analyse Your Spendings

18 How To Establish Your Financial Goals

19 How To Create Your Own Definition of Wealth

20 Building Emergency Funds

21 How To Save to Buy a Home or Business

22 How To Prepare for Your Kids Education

23 Build Wealth Through Investing

24 What is a Credit Score? Do We Have it In Aus?

25 How Do I Choose a Financial Advisor?

26 Weekly Financial Industry Update (Summarise the newspaper)

27 Effects of a Change in Interest Rates 

28 How to Help Your Kids be Better with Money

29 How To Help your Teenager Have Financial Literacy

30 Why and How to Change Banks

31 Impacts of CBDC

32 Cryptocurrency – Yay or Nay

33 Answer Your Clients Questions

34 Savings Accounts – General Discussion

35 Credit Cards – How To Use Effectively

36 Do I Pay Taxes After I Die?

37 Breakdown the Stock Market 

38 Term Deposits: Are They Worth It?

39 Asset Depreciation – A Beginners Guide

40 Non Banking Credit Cards – Are They Better Than Banks (Eg Coles CC)

41 Questions from Sole Traders

42 How To Future Proof Your Superannuation

43 How Do I Refinance?

44 Dealing with HECS Debt with Indexation

45 PayPal – Best Practices

46 How To Calculate Loan Repayment?

47 Married? How To Manage Two Incomes

48 Tax Time, What To Consider.

49 How Quickly Can I Retire?

50 Cashflow Management – money tracking apps

If you’re looking for ideas outside of these 50, you could consider a subreddit like Australian Personal Finance ( or forums like Whirlpool ( where you can monitor and make a list of all the questions people are asking or researching.

Are you a Financial Planner or Advisor that is looking to start some outbound marketing to attract your Ideal Client? Check out some other blog posts that will keep you front of mind with your Ideal Client. Check out these posts:

How To Build Trust as a Financial A Planner or

The Power of Video Testimonials for Financial Planning Lead Generation

If you’d like to have a chat about Video Content Packages for you or your Financial Planning firm, please feel free to reach out for an obligation free chat.


After working in TV both in Australia and in the UK, Reg decided to use his production and story telling skills for good. Helping all business owners get to grips with how video can boost business in all areas has become and exciting part of his life. Outside of work Reg is a keen basketball player and coach and enjoys riding his bike along the river.

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