Member Toolkit

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    Welcome to our Financial Planning Week Dare to Dream campaign toolkit! We’re delighted you stopped by and hope that you find these resources useful. In the toolkit, you’ll find our Dare to Dream research report, video content featuring ambassador Jane Caro, two client transformation videos, plus fun shareable content (such as our infographic and online financial personality quiz). We’ve also drafted some content that you can re-purpose and use in your client communications. For help and more information, get in touch at or by calling 1300 337 301.

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