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Home | Sample Articles

Sample Articles

"We find the articles to be well written and they explain the financial concepts in simple language that can be understood by the average client.  The Library provides an extensive content level to cover all aspects of financial planning, investment, superannuation and personal protection." Solomon Foreman, Foreman Financial Services

These samples will give you an idea of the type of articles and writing styles you will find in the Financial Articles Library. You can publish the articles as they are or personalise them to suit your readership.

The full library covers a wide range of topics, client types, financial education levels, and in some cases the articles can be used anywhere for any market.

You can see the full extent of the library by downloading the library index or by clicking on any topic listed on the main library menu. 

Feel free to use the articles below during your trial subscription... it's our gift to you.


SAMPLE HEALTH010 A unique way to save money and your figure (460 Words)
An honest view of how to save money by not spending so much on food (or the wrong foods). This article also discusses the related areas where we spend our money when we're not as healthy as we could be. . . . more
SAMPLE: SUMP011 Superannuation... it's not a case of set and forget (369 words)
A warning that super is not something that can be left alone for too long. Time affects everything and super strategies are no different. This article recommends that readers regularly review their super with their financial planner to ensure it is still in line with meeting their future needs. . . . more
SAMPLE - SHARE027 Shares ripe for the picking (481 words)
An insight into the "value" approach to share investing as used by fund managers and other professional investors. Also touches on dividend yields and their importance, especially when growth is low or negative. . . . more
SAMPLE TAXPL011 End of year tax tips (368 Words)
Some good tax-effective strategies that can be implemented any time of the year. Also includes a warning about some tax-effective investments. . . . more
SAMPLE INSIP017 Are you wasting your money on insurance? (363 Words)
Conversational article that highlights the importance of life insurance, particularly income protection. Discusses the "peace of mind" that insurance provides even if you don't use it. . . . more
SAMPLE PROP010 Are you sitting on a gold mine? (271 Words)
An article explaining home equity loans. The reader is asked four questions to make sure they are firstly "eligible" to even start thinking about borrowing against their home and the potential advantages. . . . more
SAMPLE HLG03 Managing your home equity (324 Words)
This article uses a case study to explain how home equity loans work and then uses the option of diversifying investments into other areas with money gained through property investment. Highlights the roles of a mortgage professional and licensed financial planner in getting it right. . . . more
SAMPLE EST034 The tale of two brothers (578 Words)
Planning for the lives of your family should death part you from this world is as essential as building wealth during your lifetime. This detailed article uses a case study to compare two ways to structure your estate. . . . more