• Resize text
• Print this page

Your client conversations

Enhance your client experience

We know one of your most important roles is to help clients navigate the maze of investments so they can achieve financial security. We offer you a range of materials to use with clients as you work with them to build their wealth over the long term.

Featured – Quarterly review central

The new Quarterly Review Central provides you with all the tools and information you need when conducting your client reviews.

• Download all the items you need

Investor learning centre

The Russell Investor learning centre is a practical and informative series of information modules. These are designed to provide your clients with an understanding of market cycles and the benefits of staying focused on long-term financial goals. The centre is continually updated so it reflects all the key issues in the changing financial environment.

Visit Investor Toolkit in the area for Individual Investors

Publications

Our regular superannuation and investment publications allow you to share topical issues and strategy ideas with your clients.

Achieve

You can utilise the latest edition of the Achieve newsletter to inform your clients of the latest superannuation news and strategies.

• Visit Achieve in the area for Individual Investors
  

Investor

Seasonal publication helps guide sound investor behaviour throughout the highs and lows of market cycles.

• Visit Investor in the area for Individual Investors