Well, who would have thought 2026 would turn out the way it has so far? Marked by global conflict, market volatility, and uncertainty, it’s certainly been a challenging first quarter.

Throw in an economy buffeted by the turmoil, and an upcoming Federal Budget, and you have the perfect storm for unsettled clients.

 

Many advisers would have felt a sense of ‘Groundhog Day’ as they fielded calls from concerned clients and had the same conversations over and over again – encouraging clients to look to the long term and beyond the media hype and fear.

So, what have we learnt from recent events?

Communication matters. 

Clear communication provides reassurance and supports clients who are feeling anxious about the financial implications of volatility.

BUT – it needs to be the right level of communication and the right tone.

Some advisers want to provide ‘blow by blow’ market updates, which in a fast-moving situation are often out of date by the time they hit a client’s inbox.

Detailed market commentary, while well intended, can also fuel fear. We’ve found high-level updates outlining how events may impact clients’ finances while highlighting the value of advice in these uncertain times work best to reassure and inform.

It’s not over – volatility and uncertainty seem here to stay, at least for the medium term, so what does that mean for advisers trying to manage the situation with clients?

Supprting advisers.

Advisers need a hand with their client communications. Now, more than ever. They are generally time-poor and don’t have the resources or know how to create appropriate content, format it, and send to clients and potential clients.

As a group you can play a powerful role in supporting your advisers through a challenging year by assisting them with their client communications. And the good news is you don’t have to lift a finger – just point them in our direction!

We make it easy

• Fully formatted, professionally written, topical updates that hit the right tone and level of detail to keep clients informed and feeling that their adviser has their back.
• Advisers can send via email, post to their socials and include on their website.
• Retail subscriptions from $175 +GST per month.

More than just a provider, we are genuinely here to help. Please get in touch to find out more about the role we play in working with dealer groups and assisting their advisers.