https://api.vanguard.com/rs/gre/gls/1.3.0/documents/dddd/gb
WELCOME
 

Help your clients achieve peace of mind with Vanguard’s suite of ready-to-use explainers, from the latest economic and market outlook to making the best of the adviser-client journey.


Articulating the value of advice

What to look for in a financial adviser

What to look for in a financial adviser

Seven ways an adviser can help a client to success, supported by a colourful, user-friendly infographic.

Download now

How your adviser can help you invest

How your adviser can help you invest

The probability of investment success is likely to be improved with Vanguard’s four investment principles: Goals, Balance, Cost, Discipline.

Download now

Behavioural coaching aids

Vanguard Index Chart

Portfolio rebalancing

Use this chart to show clients market cycles since 1900. It is a great tool to help explain the value of staying the course, and to avoid trying to time the market.

Download now

Bull and Bear Markets Chart

Portfolio rebalancing

The value of periodic portfolio rebalancing is well known to advisers, yet clients often resist.

Download now

Rebalancing explainers

Portfolio rebalancing

Two documents to help you explain the power of regular rebalancing to keep a portfolio aligned with investment goals.

Read more

Commentary and education

Vanguard monthly economic update

Vanguard monthly economic update

Help clients to understand the implications of economic and market news.

Read more

An introduction to ESG

An introduction to ESG

Answer client questions on investing with awareness of environmental, social governance issues.

Download now

Investment costs - ready reckoner

Investment costs - ready reckoner

A simple, practical guide to the impact of costs as they compound over time.

Download now

LifeStrategy information

Quarterly LifeStrategy newsletter

LifeStrategy Quarterly newsletter

Keep clients informed about the performance of their LifeStrategy fund.

Read more

LifeStrategy client
brochure

LifeStrategy Client brochure

A client-friendly introduction to Vanguard's LifeStrategy fund range.

Download now

LifeStrategy asset allocation chart

LifeStrategy Asset allocation chart

Show your clients how LifeStrategy funds compare to individual asset class performance.

Download now