72 Blog, Social Media & Checklist Ideas for Financial Advisers

Here are 72 content ideas for Financial Advisers. These ideas cover blogs, social media posts and checklists, but many of them can be reused and shared across different formats. For example, if you create a checklist, you might offer printed copies to your clients, but you can also post it on social media, on your blog or in your email newsletter. 

Blog Ideas

Some of these blog ideas can be split up into smaller posts on social media. You might have 10 Tips for First Home Buyers, for example, which could become 10 individual social media posts. Or, if you feel like a topic could be too long for one blog, you could use it to create a series of blogs.

1. Financial Mistakes to Avoid in Your 20s / 30s / 40s 
2. How to Maximise Your KiwiSaver Contributions 
3. Financial Considerations for Parents 
4. X Tips for Teaching Your Primary School Aged Kids/Teens About Money 
5. X Tips for First Home Buyers 
6. Teaching Your Teens About Tax 
7. Teaching Your Teens How to Budget 
8. Planning for Retirement in Your 20s / 30s / 40s / 50s 
9. The Role of a Financial Adviser – How We Can Help You 
10. Understanding KiwiSaver: A Comprehensive Guide 
11. How to Save for Your First Home 
12. How to Create an Emergency Fund: A Step-by-Step Guide 
13. Financial Tips for New Parents 
14. How to Make the Most of Your KiwiSaver Contributions 
15. The Role of a Financial Adviser: Why You Need One 
16. How to Set and Achieve Financial Goals 
17. The Role of Insurance in Financial Planning 
18. Smart Financial Moves Before and After Marriage 
19. The Impact of Inflation on Your Savings and Investments 
20. Understanding the Different Types of Life Insurance 
21. Top Tips for Managing Family Finances Effectively 
22. How to Make Charitable Donations a Part of Your Financial Plan 
23. The Importance of Regular Financial Check-Ups 
24. How to Prepare for Financial Emergencies 
25. Financial Advice for New Graduates 
26. The Pros and Cons of Fixed vs. Variable Rate Mortgages 
27. Tips for Saving Money on Everyday Expenses 
28. Financial Planning for Couples: How to Align Your Goals 
29. The Benefits of Professional Financial Advice for Millennials 
30. The Importance of Having a Will and Estate Plan 
31. How to Effectively Manage Your Finances During Unemployment 

Social Media Ideas

Similar to how the above blog ideas could become social media posts, some of these ideas could also become blogs.

32. Quick Tips for Maximising Your Kiwisaver Returns  
33. Weekly/Monthly Investment/Kiwisaver Insights  
34. Interactive Poll: What’s Your Top Financial Goal?  
35. Success Story: How We Helped a Client Do X  
36. Monthly Financial Planning Checklist  
37. Client Testimonial: Why Financial Advice Matters  
38. Did You Know? Fun Facts About Kiwisaver  
39. Top Budgeting Apps for Kiwis  
40. Survey: How Do You Manage Your Savings?  
41. Behind-the-scenes: A Day in the Life of a Financial Adviser  
42. Financial Tip of the Day  
43. Book Recommendations   
44. Key Financial Milestones for Different Ages  
45. Encouraging Financial Literacy: Tips for Kids  
46. Breaking Down Financial Jargon: Term of the Week  
47. Share An Article on Investing or Kiwisaver 
48. Financial Myth-busting Series  
49. Tips For Avoiding Common Financial Mistakes  
50. Showcase A Local Business You Support  
51. Why I Became a Financial Adviser 
52. What’s Your Number One Financial Goal for the Year?  
53. What Is an Emergency Fund, And Why Is It Essential? 
54. Myth Or Fact: You Don’t Need a Financial Adviser If You’re Young 
55. The Pros and Cons of Refinancing Your Mortgage 
56. Meet The Team: Introducing Our Financial Experts 
57. What Happens in a Financial Planning Session? Here’s A Breakdown 

Checklist Ideas

These checklists don’t need to perfectly align with the kind of financial advice you offer, just be something useful for your clients. Make sure to include your logo and contact information somewhere on the checklist and format it as a pdf or other easy to print file type. If you need ideas for the items to include on the checklist, search online.

58. Monthly Budgeting Checklist for Kiwis
59. Retirement Planning Checklist by Age Group
60. Checklist for First-Time Home Buyers in NZ
61. Essential Documents for Estate Planning
62. Checklist for Creating an Emergency Fund
63. Checklist for Starting a Small Business in New Zealand
64. Debt Management Checklist
65. Financial Health Checkup: Quarterly Review
66. Step-by-Step Home Buying Checklist
67. Financial Goal Setting Checklist
68. Checklist for Financial Planning After a Major Life Event
69. Financial Checklist for Newlyweds
70. Checklist for Transitioning to Retirement
71. Yearly Financial Planning Checklist
72. Regular House Maintenance Tasks for New Home Buyers

These 72 blog, social media and checklist ideas are a great starting point for thinking of topics for your content. They are not limited to one format – use them across all or some of your marketing channels.

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