Our quarterly trustee newsletter is filled with interesting and relevant content, is written in plain English and is the perfect way to stay in touch with your clients!
PLANS
Choose a plan that best suits your practice (all prices include GST).
The Detail
Timing
Quarterly editions. Our newsletter is sent out in February, May, August and November.
Content
In-depth coverage. Our newsletter is three pages and includes a regular Q&A segment based on ongoing market developments.
Tailored option. You have an additional option to specify which articles you wish to include in your newsletter.
Templates. Except for the unbranded newsletter, you can choose between two modern templates – allowing you to choose a ‘look and feel’ best suited to your practice.
Unbranded option. This option may help reduce the risk of being seen to provide general financial advice to your clients.
Pricing
Flexi pricing. We offer a tiered pricing model – allowing you to choose the option that suits you best (see table above).
Flexi payment options. We will introduce an option to pay by the quarter (credit card only), with no lock-in.
Schedule of fees for changes. We absorb costs for clients who wish to change their template no more than once per year (e.g. address and logo changes).
How to Order
Step one
Choose your service. Submit your order, along with your company logo and we'll get to work on your newsletter.
Step two
Let's check it. Once your client newsletter is complete we’ll email it to you to check before we finalise it. It’s that easy.