George Lucas

Wealth Know How, Australia’s fastest growing provider of independent financial videos and Announcer Financial Planning, an independent financial planning group, have partnered to educate and engage clients with online videos.

Announcer’s new website will now have a cross section of educational videos from Wealth Know How.

Announcer Financial Planning’s Managing Director Andrew Rocks says: “We are delighted to be working with Wealth Know How who are leaders in their field for financial videos. We immediately saw the value of providing high quality and unbiased video content to clients.”

“Wealth Know How offers us independent educational information that is professional and credible.   We will utilise their educational videos to further earn our client’s trust and confidence and we see video education as a key tool for business growth”.

“Our marketing department has made definite plans to use the videos to connect and educate clients and prospects via email marketing campaigns and social media,” he added.

Wealth Know How’s Co-Founder George Lucas said: “We are excited about our relationship with Announcer Financial Planning and see firms such as Announcer gaining market share by using professional videos to educate their market.”

“Announcer have a sophisticated communication and marketing strategy and are positioning their business at the forefront of client engagement through financial education.”

“Our alliance allows them to access a diverse library of video content that will help engage their target market. The real outcome for Announcer will be that viewers will spend longer time on the website and as a result will develop a more meaningful interaction with their brand”.

Wealth Know How offers an extensive and growing library of short, easy to understand financial educational videos for use on websites and across a range of digital marketing tools.

Announcer Financial Planning, is a national, privately owned financial planning group, delivering a holistic one stop wealth shop experience.   It provides financial experts across financial planning, tax, property, law, mortgages and lending.

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Fiona Parker

Financial planners risk losing market share if they don’t quickly adopt video for their communication and marketing strategies, says Fiona Parker, General Manager, Wealth Know How.

“Video content will account for 69% of all consumer online traffic by 2017, according to a recent global Cisco study,” Ms Parker said.

“This research confirms that planners need to move with the times as their clients are embracing digital media, and many are already viewing video to explore and address their financial planning options.

Ms Parker says that Wealth Know How, Australia’s fastest growing provider of video financial education topics for financial planners, has been able to compete successfully because they provide clients with information in the form they want it. Wealth Know’s short, professional educational videos meet a gap in the market for credible and non-product based information on financial topics.

“All of the research points to video dominating email marketing, social media as well as online,” said Ms Parker. “We are already seeing big financial institutions leading the charge by embracing video in their overall marketing strategies,” she added.

Phaedon Vass, Co-founder of Wealth Know How, says that small and medium businesses who put videos front and centre of their internet and email marketing strategies will capture growth in the market.

“Nielsen research states 64% of marketers expect video to dominate their strategies in the near future,” he said. “It is becoming apparent that the potential reach of video is beyond comparison with any other form.”

“YouTube receives more than one billion unique visitors every month – that’s more than any other channel, apart from Facebook.”

Vass says that part of Wealth Know How’s success is because financial planners are always looking for new and creative ways to get their content to prospective clients.

“Video offers an easy, direct way to engage directly consumers, particularly when providing financial education,” he said “We are also finding that users are increasingly sharing the video with other consumers.”

“Our approach is to try to attract consumers who are wary and weary of traditional sales approaches and win their trust.

“The real outcome for Wealth Know How clients is that viewers are spending longer on financial planner’s websites and spending more time interacting with their brands.

Wealth Know How offers an extensive and growing library of short, easy to understand financial educational videos for use on websites and across a range of digital marketing tools.

“Its important that video content is professional, credible and cost effective in delivering positive outcomes for both our clients and consumers,” says Ms Parker.

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George Lucas

Australians are going online more and more to learn about how to take charge of their own finances, says Fiona Parker, General Manager of Wealth Know How, Australia’s fastest growing independent online financial education website.

“We have seen an increased interest in our easy to digest video clips covering budgeting this financial year,” she said.

“The average Australian faces complex pressures on their finances and so are interested in going back to the basics and looking at some quick, easy to understand ways on how to manage their finances.”

“Investors will click on video content if it offers real educational value so we are not surprised that the budgeting videos have proved so popular.

“Budgeting lies at the foundation of every financial plan,” said co-Founder, George Lucas.  “It can be a real challenge to prepare a budget unless you take the right steps from the start.”

“At a time when so many of us are time-poor and have a variety of different expenses , these video clips offer some basic principles that can make the each individual’s budgeting  process clear and secure.

“Our videos provide some simple tips and steps in setting out a budget that can work for you.”

“Learning about budgeting online is a great entry point for first time investors who are looking to be slowly introduced to the principles of investing.”

The Wealth Know How website has a range of quick, easy-to-understand financial education videos, covering areas such as term deposits, self- managed superannuation funds (SMSFs), shares, and property investment.

The video clips are free to consumers online. This content is also regularly used by professional financial advisers as a digital marketing tool to help educate and engage their clients.

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Wealth Know How (www.wealth-knowhow.com.au), Australia’s fastest growing independent online financial education video channel, has appointed Fiona Parker as General Manager. Fiona will lead the business in its strategy to position the brand as the “go to” marketing channel for financial services retailers.

Fiona has more than 20 years’ experience in media and financial markets, including as a senior executive for Thomson Reuters Financial in both Sydney and Hong Kong.  She will be responsible for executing WKH’s B2B strategy in Australia and key Asian markets.

Co-Founder, George Lucas, says “We’re very excited to have Fiona on the WKH team. She has already made strides in growing our business with her deep skills and experience in both the finance and media sectors. She talks our language and that of our financial planner clients”

The WKH website, through quick, easy-to-understand videos, covers areas of keen interest to financial services consumers.

WKH has seen a consistent demand for digestible, easy to understand video content which can explain financial subjects in a single trusted destination.

Videos topics such as budgeting, term deposits, self managed superannuation funds (SMSFs), shares, and property have proved popular.  The company now also offers targeted financial content videos for use by financial clients own digital marketing materials.

Fiona adds;  ”With over 56% of Australians going online in 2013 to conduct financial services research before making their financial decisions, Wealth Know How has been able to position itself as a trusted destination for Australian consumers.

“We also know that it’s not just direct investors looking at WKH’s growing video library. Financial planners are sharing these videos with their own clients to improve their financial literacy and this is helping financial planners reposition their role as educators.

“We are growing quickly as the videos are offering an accessible financial content source for all Australians.

“ Wealth Know How is free to all users and its content is sponsored by leading financial organisations such as Lonsec, and Netwealth.  I am delighted to be a part of such an innovative business which directly addresses the challenges of communicating financial services offerings to end users”.

Parker has more than 20 years working closely with CEOs and COOs throughout Asia Pacific to develop the opportunities that the digital distribution realm creates for business improvement and customer intimacy. She has consulted on many financial services digital initiatives reaching end consumers including HSBC’s first FX trading portal and China Merchant Banks first retail banking site.

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George Lucas

Wealth Know How, Australia’s first independent financial educational video-based website, designed for consumers, has launched a series of educational videos covering several of the issues relating to self-managed super funds (SMSFs).

Wealth Know How’s George Lucas (Co-Founder) says the decision to produce a series on SMSFs videos was driven by viewer requests, reflecting the fact that there are now about one million SMSFs trustees, many of whom are looking for a range of information about running their funds.

“Wealth Know How is a website that’s tailored to make sense of the financial world for the average investor. With more and more people setting up SMSFs, we have been receiving a lot of interest around the basics of SMSFs. People want to know what is a SMSF and if it’s a suitable investment vehicle? They want to hear about regulations governing SMSFs and how to set it up among other topics.

“Superannuation investing post the introduction of the Superannuation Guarantee in 1992 was initially the role of professional fund managers and asset consultants who would determine the allocation of retirement funds across cash, stocks, property or bonds. The decisions on what to invest in, and when to invest, were made for consumers.

“But the exponential growth in SMSFs has changed this dynamic. Even if trustees decide to outsource its operations totally, they still have to sign off on any decision. This requires information and, as a result, they are looking at various informative platforms for guidance on their investment and regulatory journeys.

“Wealth Know How videos, driven by expert commentary, and delivered by online video channels, are the ideal platform to assist in answering those SMSF queries.

“Another area that investors want to know is about the regulations that govern SMSFs, which as we all know, are strictly enforced.

“SMSF trustees can decide the assets that go into their fund and when they are bought and sold. There are limitations – in that the assets must be allowed by ATO and the ‘arm’s length’ rules apply to their use – but SMSF trustees have a lot of flexibility over what they can own, and when they buy assets. They also get more control over the fees they pay.

“There are set-up costs for an SMSF, and annual costs, some of which are not optional, but the costs of administering an SMSF are falling.”

www.wealth-knowhow.com.au

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