We believe informed clients make better decisions. Our resources include:
Resource Centre
- Buying Essentials Guide
- Investment Essentials Guide
- Factsheets & Checklists
Why These Resources Matter
- Clarity & Transparency: Factsheets and checklists simplify complex financial topics. The FCA found that factsheets improve understanding of financial disclosures among consumers.
- Consistency: Standardized checklists help ensure every client goes through the same process and nothing important is overlooked.
- Efficiency: When clients have guides/checklists, consultations are more focused—less time spent explaining basics, more time on what matters.
- Better Decisions: As shown in mutual fund factsheets, performance metrics, risk measures, fees etc. are essential for comparing investment options.
| Resource | What It Covers | Why It Helps |
|---|---|---|
| Buying Essentials Guide | Explains things you should know before buying—loan options, interest types, costs, repayment schedules, what to check when choosing lender. | Helps avoid surprises, lets you plan better and choose financing that fits your needs. |
| Investment Essentials Guide | Covers basics of investing—different asset classes, risk versus return, diversification, how to assess performance, taxes, fees. | Makes investing less intimidating, and helps clients choose investments matching their goals. |
| Factsheets & Checklists | Short, structured summaries (factsheets) and “step‑by‑step” checklists—e.g. things to prepare for a loan application, monthly financial review, investment‑check points. | Keeps things organized, ensures key steps are not missed, improves efficiency & confidence. |