Financial services content that misrepresents a product, oversteps ASIC boundaries, or oversimplifies tax complexity doesn't just underperform โ it creates risk. Maggie Harris writes financial content that your advisers, compliance team, and clients can all stand behind.
Financial content sits at the intersection of regulatory compliance, audience sophistication, and genuine complexity. Getting any one of these wrong undermines the whole piece.
Financial services content is regulated โ whether that's ASIC in Australia, the FCA in the UK, or SEC/FINRA in the US. Content that strays into financial product advice without appropriate licensing, or makes returns claims without proper caveats, isn't just sloppy โ it creates genuine legal and regulatory exposure. Most generalist writers don't know where those lines are.
Financial advisors, accountants, high-net-worth investors, and CFOs don't need basics explained to them. Content that underestimates its audience loses credibility immediately โ but content that gets the complexity wrong is worse. Either way, you've lost the reader before they've considered your services.
Tax legislation, regulatory guidance, and compliance requirements update regularly across every market. Evergreen content that doesn't reflect current law isn't just outdated โ in financial services, it can actively mislead clients who rely on it. Keeping content accurate requires a writer who follows the changes.
The financial knowledge to write accurately, and the communications skill to make complex concepts accessible to the right audience at the right level.
Understands the AFS licensing framework, the difference between general and personal financial advice, fee disclosure requirements, and how to write investment content that is both compelling and compliant. Can write for both the advisers (as a tool) and the clients (as content that builds trust).
Deep familiarity with Australian tax law โ income tax, CGT, FBT, GST, Division 7A, and corporate structures โ written in a way that demonstrates real understanding without requiring a law degree to read. Tax advisory firms use this content to position themselves as genuinely expert, not just "we can help with your tax return."
Investment property analysis, development finance, buyers agent content, and real estate investment strategy โ written with an understanding of the tax implications, cash flow modelling, and the specific language that sophisticated property investors use and expect.
Financial technology platforms, accounting software, open banking products, and payment solutions โ content that explains genuine product differentiation to audiences who understand financial services well enough to spot marketing fluff from genuine value.
Financial services content for the UK market written with genuine understanding of the FCA regulatory framework โ what can and can't be said in financial promotions, how to position investment and advisory services compliantly, and how HMRC tax guidance shapes the questions UK clients actually ask. From wealth managers and IFA firms to fintech startups navigating FCA authorisation.
Financial content for the US market that reflects SEC disclosure requirements, IRS guidance, and FINRA communication standards. Whether writing for RIAs, broker-dealers, tax advisory firms, or US-facing fintech platforms, the content is built around what US financial audiences expect โ and what US regulators require.
Investment strategy articles, market commentary, asset class explainers, and portfolio construction content โ at the depth your clients and advisers actually need.
Timely, accurate breakdowns of tax law changes, ATO guidance updates, and proactive tax strategy content that positions your firm as the go-to expert your clients call first.
Authoritative long-form content for sophisticated audiences โ SMSF strategy guides, estate planning explainers, corporate structure guides, and investment framework documents.
Service descriptions, home pages, and landing pages for financial advisory, accounting, and fintech firms โ ASIC-aware and written for both search engines and sophisticated clients.
Monthly or quarterly client newsletters, product launch emails, and nurture sequences โ the regular, credible communication that keeps your clients engaged and your referrals flowing.
Ongoing blog content targeting the high-intent searches your ideal clients make โ from "SMSF investment property rules" to "best way to structure a family trust" โ with the depth that ranks in competitive financial search.
ASIC-regulated content has specific requirements around how financial products can be described, what constitutes financial product advice, and what disclosures are required. Most writers don't know where these lines are.
In financial services, trust is the product. Your clients aren't just buying advice โ they're trusting you with their financial security. Every piece of content you publish either reinforces that trust or quietly erodes it.
A boutique investment advisory firm serving high-net-worth clients had been producing occasional blog posts โ generic, low-depth content that was similar to what every other advisory firm published. They had genuine expertise in complex SMSF investment strategies and alternative asset allocation, but none of that showed up in their content. The challenge: get them ranking for the searches their ideal clients actually make, with content credible enough to convert sophisticated prospects.
โ Marketing Director, Financial Advisory Firm (AU)