3 finished designs
Financial planner flyer with a free first meeting
A financial planner flyer is asking for trust before it asks for money, so it leads with something free and backs it with a licence number. These three designs for Mulgafield Financial Planning, a fictional practice in Brisbane QLD, offer a complimentary one hour first meeting, a super and insurance review, a fee for service statement and the authorised representative and AFSL numbers a reader can check.
The 3 designs
The same business laid out three ways, on three templates and three colour themes. Every price, name and time on these was written for this example, so you can judge the layouts on real content rather than placeholder text.
First meeting invitation
A Plan, Not a Guess
Also native at A4 Landscape, Instagram Post, Instagram Story, Facebook Post, LinkedIn Post, Facebook Cover, Twitter Header
Couple photo and three promises
Retire With a Plan
Also native at A4 Landscape, Instagram Post, Instagram Story, Facebook Post, LinkedIn Post, Facebook Cover, Twitter Header
Six part plan
Six Parts of a Retirement Plan
Also native at A4 Landscape, Instagram Post, Instagram Story, Facebook Post, LinkedIn Post, Facebook Cover, Twitter Header
The three designs
The invite design is the most formal: a cream page with "A plan, not a guess" in large type, then a brown panel listing what the free first meeting does, a booking button with the phone number and the licence line underneath. It suits a printed invitation left at a bowls club, a retirement village or a GP waiting room. The retire design puts the brief's headline, "Retire with a plan", in a spotlit stack beside a photo of an older couple holding hands, with three short promises beside it. It works as an Instagram story or a Facebook post for people in their late fifties. The six part design maps a retirement plan as a honeycomb: goals, super, insurance, income, estate and the first meeting. Use it as a LinkedIn post for referral partners, or as the back page of a seminar handout.
What this flyer must carry
Financial advice in Australia is licensed. A planner either holds an Australian Financial Services Licence or is an authorised representative of a licensee, and the flyer should show which, with the numbers. ASIC's guidance on advertising financial services, RG 234, asks that ads be balanced, not overstate benefits and avoid implying that advice is free when it is not. That is why these flyers say the first meeting is complimentary and then give the price of the advice that follows. They also avoid return figures, because a flyer that promises a return is the fastest way to a misleading advertising problem. Beyond compliance, the flyer needs the offer, the subject (super, insurance, retirement income), a phone number and the suburb or city, so the reader knows the planner is local.
How to adapt this flyer
For a planner who works with young families, change the honeycomb points to budget, debt, insurance, super, kids' education and estate, and swap the photo for a family at a kitchen table. For a practice running a free retirement seminar, keep the invite design and put the date, venue and seat limit in the three feature rows, then add "Seminar content is general information only". For an aged care advice specialist, use the retire design with the headline "Aged care, explained", and put the first meeting offer and the licence numbers in the same places.
What makes these work
Free, but with an exit
The invite design says the first hour is free and then "We listen, then say if advice is worth paying for." That sentence lowers the stakes of booking, because it promises an honest answer rather than a sales pitch, and it is the kind of line a cautious pre retiree needs before picking up the phone.
Both licence numbers are printed
AR 1304772 and AFSL 512847 appear in the footer of the invite design, in the third feature of the retire design and in the bottom panel of the six part design. A reader can look the adviser up on the Financial Advisers Register in a minute, which no amount of reassuring copy can replace.
The fee basis is stated, not hidden
Each design says advice is from $3,300, quoted in writing, and that there are no commissions on investments. Fee for service is the question people have asked first since the banking royal commission, and a planner who answers it on the flyer filters out callers who were hoping for free advice forever.
Questions people ask
Does a financial planner flyer need a general advice warning?
A flyer that only offers a meeting and describes services is not usually giving advice, so a warning may not be needed. Once it says something like "salary sacrifice could save you tax", it is general advice and should carry a warning that it does not consider the reader's circumstances. Mulgafield keeps the flyer to services and prices, and saves the advice for the meeting.
Can I say "free financial advice" on a flyer?
Be careful with the word free. A first meeting that is genuinely without charge can be called complimentary, but calling the advice free when a Statement of Advice will cost money gives the wrong impression, which ASIC warns against. Say what is free, how long it lasts and what the paid advice costs, the way the invite design does.
How do readers check an adviser's AR number?
They search the Financial Advisers Register, run by ASIC and linked from Moneysmart, by name or number. It shows the adviser's licensee, qualifications and any bans. Printing both the authorised representative number and the AFSL number lets a careful reader confirm the adviser in under a minute, which is why every design here carries them.
Which of these designs works best on Instagram?
The retire design. Its stacked "Retire with a plan" headline is short enough to read on a phone, and it has native Instagram post and story layouts, so the headline and the couple photo are rearranged for a square or tall screen instead of shrunk. The six part design is better on LinkedIn, where readers expect a diagram.
Can I swap the stock photo for a photo of my own clients?
Only with their written permission, and even then think twice, because a client photo on an advertisement can read as a testimonial. Uploads up to 10 MB in JPEG, PNG, WebP or GIF go straight into the photo slot and are cropped to fill it, so a photo of your own office or your own team is often the safer, more honest choice.
Build your own in about a minute
The button below opens the generator with this use case already described. Change the wording to match your own, generate, then edit anything you like.
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Want the steps in the builder? Read Choose your flyer template, theme and size, then Create a flyer for Instagram and print. For everything this generator can do, see the flyer maker.
Written and checked by the OneCraft team. Last checked .