Share the Dream

27 July 2018

Young girl smiling happily with front tooth missing

Jayson Forrest

Jayson Forrest is the managing editor of Money & Life Magazine.

Over 20-26 August, the FPA will be celebrating its 18th consecutive Financial Planning Week, raising awareness about the importance of quality advice.

This year’s Financial Planning Week is encouraging Australians to ‘Share the Dream’ with the next generation. Running from 20-26 August, the campaign will focus on the next wave of ‘dreamers’, sharing money wisdom and practical tips with the people raising the next generation, so they can pass on the financial habits and skills that children will need later on in life.

“We are asking Australians to ‘share the dream’ with the next generation – the invisible money generation – for whom the digital economy will be the norm,” said FPA CEO, Dante De Gori CFP®.

“Financial literacy is key to people making confident decisions that shape their financial future. This year’s theme will open up conversations about the importance of financial wellbeing for the whole family, including future generations.”

Taking an integrated approach to reach consumers, the week long campaign will include national media outreach, research, shareable videos, Money & Life content and an eBook.

Research

National research has been commissioned by the FPA to uncover and better understand our nation’s readiness for the future of money. The research will include the views of 1,000 parents of Gen Z and Gen Alpha (4 to 18 years) on raising the ‘invisible money generation’, uncovering gaps in money knowledge and expectations between generations.

Videos

This year’s campaign will feature shareable videos of kids on camera, capturing their fun and curious ideas about money, and what the future of money looks like for them.

eBook

A downloadable eBook with tips and insights to teach kids about money, will be hosted on this website and promoted via social media channels.

Money & Life

The Money & Life website will publish articles on the research and theme of this year’s campaign, including a quiz asking parents: What type of money parent are you?

Social media

Social media will be used for sharing the research insights, eBook, videos and Money & Life content throughout the week, using the hashtags – #SharetheDream, #FPWeek18 and #invisiblemoney.

Member toolkit

A toolkit will be available to download. This toolkit will contain the research report and infographics, social media images, videos made for sharing on social media, links to share the eBook, the Financial Planning Week logo and copy that can be used on members’ websites and newsletters. This toolkit will be available from the FPA Member Centre at fpa.com.au.

For more, visit FPA member centre

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Spread the word

Engage in conversations about the importance of financial literacy and intergenerational advice with your own clients and network by making the most of Financial Planning Week.

Send out a client communication – It’s the perfect excuse to reach out and engage with your client database. Make use of the suggested newsletter copy that is available in the member toolkit.

Spread the word on social media – Share the videos, eBook, infographics, quiz and articles.

Share the research report
Why not share the insights and findings of the research report with clients? It could be a great conversation starter when you meet with new clients.

Make use of the logo – Pop the Financial Planning Week logo on your website, in your email signature, and in your newsletters.

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